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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 %
SC
801
Sepio Capital
Utah
– -$245K -2,626 Closed
CWM
802
Collaborative Wealth Management
Florida
– -$245K -2,626 Closed
RPWA
803
Regent Peak Wealth Advisors
Georgia
– -$238K -2,555 Closed
GLLW
804
Graves Light Lenhart Wealth
Virginia
– -$238K -2,550 Closed
VIA
805
Vident Investment Advisory
Georgia
– -$229K -2,451 Closed
AP
806
Americana Partners
Texas
– -$228K -2,447 Closed
PBO
807
Peoples Bank (Ohio)
Ohio
– -$219K -2,345 Closed
CIC
808
Chilton Investment Company
Connecticut
– -$214K -2,298 Closed
TCMP
809
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$209K -2,244 Closed
AFAS
810
Acorn Financial Advisory Services
Virginia
– -$207K -2,223 Closed
RFC
811
Regions Financial Corp
Alabama
– -$207K -2,218 Closed
USCWA
812
U.S. Capital Wealth Advisors
Texas
– -$204K -2,189 Closed
DAM
813
Derbend Asset Management
Georgia
– -$202K -2,167 Closed
QCG
814
Quadrant Capital Group
Ohio
– -$90.8K -974 Closed
TWD
815
True Wealth Design
Ohio
– -$84.3K -904 Closed
HS
816
Horan Securities
United States
– -$69.2K -742 Closed
WTC
817
WhitTier Trust Company
Nevada
– -$63.6K -682 Closed
MCM
818
Mill Capital Management
North Carolina
– -$26.1K -280 Closed
MIH
819
Meitav Investment House
Israel
– -$25K -270 Closed
WB
820
Webster Bank
Connecticut
– -$24.4K -262 Closed
GBT
821
Grove Bank & Trust
Florida
– -$23.2K -249 Closed
AWM
822
Abound Wealth Management
Tennessee
– -$21.9K -235 Closed
JWA
823
JFS Wealth Advisors
Pennsylvania
– -$20.6K -221 Closed
BBPWM
824
Blue Bell Private Wealth Management
Pennsylvania
– -$20.3K -218 Closed
FBC
825
Fairfield, Bush & Co
Connecticut
– -$18.7K -200 Closed
30 31 32
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