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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
2
Ocean Park Asset Management
California
$0
3
Jane Street
3
Jane Street
New York
$15.4M
4
RJA
4
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
51
Avidian Wealth Enterprises
Texas
$45.5M +$2.43M +27,317 +6%
RJA
52
Raymond James & Associates
Florida
$45.4M -$83M -934,381 -65%
Two Sigma Investments
53
Two Sigma Investments
New York
$44.4M -$26.6M -300,000 -38%
Korea Investment Corp
54
Korea Investment Corp
South Korea
$44.4M – – –
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$44.4M +$3.23M +36,319 +8%
MMA
56
Miracle Mile Advisors
California
$43.4M +$4.35M +48,995 +11%
RT
57
Rockland Trust
Massachusetts
$42.2M +$941K +10,596 +2%
CIA
58
Capital Investment Advisors
Georgia
$39.5M +$1.06M +11,899 +3%
Goldman Sachs
59
Goldman Sachs
New York
$39.3M +$35M +394,642 +815%
Fisher Asset Management
60
Fisher Asset Management
Washington
$38.3M +$1.55M +17,409 +4%
CAN
61
Cetera Advisor Networks
California
$37.8M -$7.51M -84,573 -17%
CIBC Asset Management
62
CIBC Asset Management
Ontario, Canada
$37M +$753K +8,477 +2%
Allianz Asset Management
63
Allianz Asset Management
Germany
$36.2M +$17.6M +197,791 +94%
CI
64
Conning Inc
Connecticut
$34.4M – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$33.1M +$471K +5,309 +1%
KFP
66
KB Financial Partners
New Jersey
$32.7M +$90.1K +1,015 +0.3%
CCA
67
Clearwater Capital Advisors
Illinois
$32.6M +$32.6M +367,457 New
CA
68
Cetera Advisors
Colorado
$32.6M -$1.5M -16,874 -4%
HI
69
Horizon Investments
North Carolina
$32.3M -$7.4M -83,903 -19%
DJSG
70
D.J. St. Germain
Massachusetts
$32M -$4.85M -54,608 -13%
MCCA
71
Mill Creek Capital Advisors
Pennsylvania
$30.1M +$2.4M +26,995 +9%
ZIG
72
Zurich Insurance Group
Switzerland
$30M – – –
SMFG
73
Sumitomo Mitsui Financial Group
Japan
$29M -$203K -2,287 -0.7%
WP
74
WealthSource Partners
California
$28.9M -$13.3M -149,273 -31%
JC
75
JB Capital
Connecticut
$28.7M -$6.51M -73,337 -19%
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