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iShares MBS ETF
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Overview Fund Activity

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$475M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.42B
4
RWP
RWA Wealth Partners
Massachusetts
$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$321M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
Ocean Park Asset Management
California
$0
3
Jane Street
Jane Street
New York
$15.4M
4
RJA
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
601
Pure Financial Advisors
California
$279K +$279K +3,142 New
VCM
602
Virtue Capital Management
Tennessee
$279K – – –
OBWG
603
Onyx Bridge Wealth Group
New York
$277K +$14.4K +162 +5%
Loomis, Sayles & Company
604
Loomis, Sayles & Company
Massachusetts
$277K +$109K +1,231 +65%
MA
605
MKT Advisors
California
$274K +$50.4K +575 +23%
LFA
606
LGT Financial Advisors
Texas
$273K -$15.4K -173 -5%
CB
607
Commerce Bank
Missouri
$272K -$42.3K -476 -13%
ATC
608
Argent Trust Co
Tennessee
$272K – – –
KWA
609
Kingswood Wealth Advisors
California
$271K +$271K +3,048 New
BAM
610
Belpointe Asset Management
Nevada
$269K +$269K +3,025 New
CWM
611
C2C Wealth Management
Arizona
$267K – – –
SW
612
SVB Wealth
Massachusetts
$266K -$19.5K -220 -7%
EGA
613
Eagle Global Advisors
Texas
$261K -$1.24K -14 -0.5%
IAA
614
Independent Advisor Alliance
North Carolina
$259K +$259K +2,920 New
DWA
615
Delos Wealth Advisors
Texas
$255K -$1.01K -11 -0.4%
ARC
616
Advisor Resource Council
Texas
$254K +$19.3K +217 +8%
WHG
617
Westwood Holdings Group
Texas
$252K +$252K +2,837 New
CAM
618
Cidel Asset Management
Ontario, Canada
$245K -$269K -2,888 Closed
EIP
619
Ellis Investment Partners
Pennsylvania
$244K +$244K +2,753 New
AFA
620
American Financial Advisors
Georgia
$238K -$76.3K -859 -24%
CSB
621
City State Bank
Iowa
$238K -$12.4K -140 -5%
SPWG
622
Syntegra Private Wealth Group
Missouri
$238K -$82.7K -931 -26%
HAS
623
HBW Advisory Services
California
$237K -$278K -3,124 -54%
CWP
624
Concord Wealth Partners
Virginia
$236K -$53.9K -607 -19%
FA
625
Financial Advantage
Maryland
$229K – – –
23 24
25
26 27