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iShares MBS ETF
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Overview Fund Activity

855 hedge funds and large institutions have $27.3B invested in iShares MBS ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 317 increasing their positions, 289 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+96
Holders Change %
+12.65%
% of All Funds
12.54%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.17%
New
179
Increased
317
Reduced
289
Closed
69
Calls
$70.2M
Puts
$30.4M
Net Calls
+$39.8M
Net Calls Change
-$117M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.09B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.33B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.84B
4
Goldman Sachs
4
Goldman Sachs
New York
$177M
5
Jane Street
5
Jane Street
New York
$124M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$3.52M
2
BlackRock
2
BlackRock
New York
$245M
3
RBA
3
Richard Bernstein Advisors
New York
$290K
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$277M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
851
Key Financial Inc
Pennsylvania
$941 – – –
IHWM
852
Iron Horse Wealth Management
Iowa
$941 – – –
NMM
853
Naples Money Management
Florida
$941 +$941 +10 New
LFA
854
Livelsberger Financial Advisory
Ohio
$847 +$847 +9 New
VL
855
Vima LLC
Michigan
$659 +$659 +7 New
BWM
856
BKM Wealth Management
Wisconsin
$658 +$658 +7 New
HF
857
Halpern Financial
Virginia
$562 +$562 +6 New
GWANC
858
Guardian Wealth Advisors (North Carolina)
North Carolina
$376 – – –
OSAM
859
O'Shaughnessy Asset Management
Connecticut
$94 +$94 +1 New
VAG
860
VisionPoint Advisory Group
Texas
$21 -$4.62K -220 -100%
Two Sigma Investments
861
Two Sigma Investments
New York
– -$44.4M -500,000 Closed
KL
862
KWMG LLC
Kansas
– -$10.2M -114,930 Closed
PGA
863
Portland Global Advisors
Maine
– -$8.25M -92,887 Closed
CC
864
Centiva Capital
New York
– -$7.81M -88,000 Closed
FRA
865
FFG Retirement Advisors
Colorado
– -$7.03M -79,139 Closed
BEC
866
Blue Edge Capital
Virginia
– -$6.6M -74,334 Closed
SSA
867
Schonfeld Strategic Advisors
New York
– -$5.39M -60,705 Closed
PPWP
868
Proquility Private Wealth Partners
Nevada
– -$4.81M -54,169 Closed
APW
869
Acima Private Wealth
Virginia
– -$3.51M -39,541 Closed
ACA
870
Ackerman Capital Advisors
Texas
– -$2.88M -32,428 Closed
ACM
871
Arlington Capital Management
Illinois
– -$2.85M -32,049 Closed
VWA
872
Visionary Wealth Advisors
Illinois
– -$2.23M -25,151 Closed
BAAM
873
Baker Avenue Asset Management
California
– -$2.01M -22,601 Closed
CSPAM
874
Cary Street Partners Asset Management
Virginia
– -$1.96M -22,071 Closed
TLFA
875
True Link Financial Advisors
California
– -$1.47M -16,598 Closed
33 34
35
36 37