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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 %
AA
776
AlphaCentric Advisors
Puerto Rico
– -$2.05M -21,955 Closed
CFA
777
Camarda Financial Advisors
Florida
– -$1.74M -18,639 Closed
OMC
778
Old Mission Capital
Illinois
– -$1.67M -17,923 Closed
RCS
779
Retirement Capital Strategies
California
– -$1.64M -17,567 Closed
Millennium Management
780
Millennium Management
New York
– -$1.6M -17,160 Closed
CFAM
781
Coury Firm Asset Management
Pennsylvania
– -$1.33M -14,304 Closed
HF
782
HRT Financial
New York
– -$1.18M -12,703 Closed
MAM
783
MMA Asset Management
Pennsylvania
– -$818K -8,775 Closed
BBA
784
Braun-Bostich & Associates
Pennsylvania
– -$800K -8,573 Closed
SWG
785
Summit Wealth Group
Vermont
– -$781K -8,371 Closed
ACM
786
Anfield Capital Management
California
– -$758K -8,132 Closed
CAS
787
CTC Alternative Strategies
Illinois
– -$688K -7,375 Closed
CIC
788
Cutler Investment Counsel
Oregon
– -$571K -6,117 Closed
TC
789
Telemus Capital
Michigan
– -$529K -5,667 Closed
TFA
790
Tobias Financial Advisors
Florida
– -$449K -4,819 Closed
AC
791
ASB Consultores
Florida
– -$394K -4,222 Closed
Verition Fund Management
792
Verition Fund Management
Connecticut
– -$384K -4,117 Closed
V
793
Veritable
Delaware
– -$382K -4,100 Closed
MWM
794
Mission Wealth Management
California
– -$322K -3,458 Closed
LWM
795
Laidlaw Wealth Management
New York
– -$315K -3,372 Closed
FLPIM
796
F.L. Putnam Investment Management
Massachusetts
– -$311K -3,336 Closed
HPC
797
Hobart Private Capital
North Carolina
– -$308K -3,304 Closed
IC
798
IEQ Capital
California
– -$278K -2,983 Closed
ETIA
799
Epic Trust Investment Advisors
Washington
– -$270K -2,890 Closed
ICP
800
Interchange Capital Partners
Pennsylvania
– -$261K -2,803 Closed
30 31
32
33 34