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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 %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$28.6M -$5.94M -66,870 -17%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$28.6M +$3.26M +36,675 +13%
Creative Planning
78
Creative Planning
Kansas
$28.1M +$26M +292,830 +1,261%
AWS
79
Atria Wealth Solutions
New York
$27.5M -$3.59M -40,394 -12%
TIM
80
Tortoise Investment Management
New York
$27.2M +$2.91M +32,820 +12%
SWP
81
Strategic Wealth Partners
Ohio
$26.9M +$1.94M +21,871 +8%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$25.2M +$6.96M +78,172 +38%
Allspring Global Investments
83
Allspring Global Investments
North Carolina
$24.4M +$437K +4,925 +2%
FIA
84
Foundations Investment Advisors
Arizona
$23.3M -$3.84M -43,193 -14%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$23.2M -$131K -1,477 -0.6%
Franklin Resources
86
Franklin Resources
California
$23.2M -$195K -2,191 -0.8%
GGS
87
Galvin Gaustad & Stein
Arizona
$23.1M -$361K -4,064 -2%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$23.1M +$3.88M +43,722 +20%
Citadel Advisors
89
Citadel Advisors
Florida
$22.9M +$7.94M +89,421 +53%
AWM
90
AE Wealth Management
Kansas
$22.6M -$4.06M -45,678 -15%
CW
91
CreativeOne Wealth
Kansas
$21.6M -$20.6M -232,060 -49%
SAS
92
Sage Advisory Services
Texas
$20.9M +$2.61M +29,408 +14%
RWM
93
RKL Wealth Management
Pennsylvania
$20.8M +$431K +4,855 +2%
HGWM
94
Horst & Graben Wealth Management
Oregon
$20.6M -$2.67M -30,047 -11%
CFGS
95
Concourse Financial Group Securities
Alabama
$20.5M +$116K +1,307 +0.6%
FA
96
FDx Advisors
Illinois
$20.2M -$303K -3,417 -1%
CI Investments Inc
97
CI Investments Inc
Ontario, Canada
$19.5M – – –
AI
98
Atria Investments
North Carolina
$19.2M -$2.49M -28,033 -11%
AA
99
Acorns Advisers
California
$19M +$1.14M +12,886 +6%
MNG
100
Manning & Napier Group
New York
$18.7M -$18M – –
2 3
4
5 6