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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
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 %
HT
751
Headlands Technologies
Illinois
$3.02K -$116K -1,311 -97%
LOIP
752
Live Oak Investment Partners
Texas
$2.84K – – –
BWS
753
Buck Wealth Strategies
Colorado
$2.68K +$2.68K +30 New
CFB
754
Cullen/Frost Bankers
Texas
$1.87K +$1.87K +21 New
PA
755
PSI Advisors
Florida
$1.69K – – –
NSIM
756
North Star Investment Management
Illinois
$1.42K +$1.42K +16 New
DWMG
757
DB Wealth Management Group
California
$1.24K -$4.97K -56 -80%
FGA
758
Fortis Group Advisors
New Jersey
$1.24K +$1.24K +14 New
JWM
759
Janiczek Wealth Management
Colorado
$1.16K +$1.16K +13 New
TFA
760
Transamerica Financial Advisors
Florida
$1K – – –
KFI
761
Key Financial Inc
Pennsylvania
$888 – – –
IHWM
762
Iron Horse Wealth Management
Iowa
$888 +$888 +10 New
GWANC
763
Guardian Wealth Advisors (North Carolina)
North Carolina
$355 -$5.86K -66 -94%
AWA
764
Artemis Wealth Advisors
New York
$279 – – –
OPAM
765
Ocean Park Asset Management
California
– -$182M -1,955,983 Closed
NCM
766
Northland Capital Management
Minnesota
– -$17.6M -189,146 Closed
CIAS
767
CFS Investment Advisory Services
New Jersey
– -$16M -171,885 Closed
PL
768
Protective Life
Alabama
– -$14.5M -155,421 Closed
JSA
769
Jacobson & Schmitt Advisors
Wisconsin
– -$10.2M -109,716 Closed
TAIM
770
TD Ameritrade Investment Management
Nebraska
– -$9.23M -98,909 Closed
GEM
771
Global Endowment Management
North Carolina
– -$5.98M -64,100 Closed
KI
772
Kapitalo Investimentos
Brazil
– -$3.9M -41,863 Closed
Point72 Asset Management
773
Point72 Asset Management
Connecticut
– -$3.26M -35,000 Closed
Susquehanna International Group
774
Susquehanna International Group
Pennsylvania
– -$3.12M -33,452 Closed
PCP
775
Proficio Capital Partners
Massachusetts
– -$2.81M -30,159 Closed
29 30
31
32 33