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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
Bank of America
North Carolina
$5.85B
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$475M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.42B
4
RWP
RWA Wealth Partners
Massachusetts
$159M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$321M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97B
2
OPAM
Ocean Park Asset Management
California
$0
3
Jane Street
Jane Street
New York
$15.4M
4
RJA
Raymond James & Associates
Florida
$45.4M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
176
Centiva Capital
New York
$7.81M +$4.8M +54,000 +159%
OWA
177
One Wealth Advisors
California
$7.75M -$2.21M -24,937 -22%
MYAM
178
Meiji Yasuda Asset Management
Japan
$7.71M -$459K -5,164 -6%
WCWM
179
Wooster Corthell Wealth Management
Connecticut
$7.7M +$630K +7,092 +9%
M&T Bank
180
M&T Bank
New York
$7.69M -$6.22M -70,069 -45%
SFS
181
Security Financial Services
Indiana
$7.55M -$463K -5,219 -6%
SHIM
182
Stone House Investment Management
Pennsylvania
$7.52M -$6.75M -76,032 -47%
Wealth Enhancement Advisory Services
183
Wealth Enhancement Advisory Services
Minnesota
$7.51M +$7.27M +81,898 +3,028%
First Trust Advisors
184
First Trust Advisors
Illinois
$7.47M +$920K +10,356 +14%
PWAG
185
Polaris Wealth Advisory Group
California
$7.44M +$7.44M +83,738 New
FPCP
186
Fort Point Capital Partners
California
$7.37M +$3.79M +42,625 +105%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$7.3M +$463K +5,210 +7%
T
188
TNF
Montana
$7.28M -$1.91M -22,279 -21%
WFI
189
West Family Investments
California
$7.2M +$7.2M +80,697 New
Mariner
190
Mariner
Kansas
$7.18M -$413K -4,647 -5%
CM
191
Cornerstone Management
Georgia
$7.05M +$250K +2,810 +4%
FRA
192
FFG Retirement Advisors
Colorado
$7.03M -$1.22M -13,737 -15%
WCA
193
Westover Capital Advisors
Delaware
$6.97M -$105K -1,179 -1%
MAM
194
Madison Asset Management
Wisconsin
$6.95M -$42.9K -483 -0.6%
SAM
195
Simplify Asset Management
Nevada
$6.87M +$3.86M +43,520 +129%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$6.83M -$335K -3,768 -5%
WF
197
Williams Financial
Vermont
$6.66M -$2.05M -23,136 -24%
BEC
198
Blue Edge Capital
Virginia
$6.6M -$105K -1,179 -2%
LWM
199
Liberty Wealth Management
California
$6.57M -$945K -10,644 -13%
VFA
200
Voya Financial Advisors
Connecticut
$6.52M +$142K +1,597 +2%
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8
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