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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.

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
MWA
4
Midland Wealth Advisors
Illinois
$151M
5
QWP
5
Quotient Wealth Partners
Texas
$139M

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.09B 75,324,690 +9,398,204 +14%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.84B 30,221,859 +2,936,007 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.01B 21,347,964 -814,274 -4%
LPL Financial
4
LPL Financial
California
$1.62B 17,206,154 +632,336 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.33B 14,126,344 +6,289,813 +80%
Ameriprise
6
Ameriprise
Minnesota
$1.29B 13,658,093 +343,504 +3%
CSIA
7
Charles Schwab Investment Advisory
California
$514M 5,460,902 +1,102,208 +25%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$393M 4,167,402 -48,849 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$333M 3,537,056 -79,135 -2%
Truist Financial
10
Truist Financial
North Carolina
$301M 3,201,188 -3,146 -0.1%
Stifel Financial
11
Stifel Financial
Missouri
$285M 3,024,264 -96,782 -3%
Wells Fargo
12
Wells Fargo
California
$284M 3,021,758 -96,243 -3%
State of Tennessee, Department of Treasury
13
State of Tennessee, Department of Treasury
Tennessee
$277M 2,944,478 -2,408,818 -45%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$247M 2,627,529 +112,072 +4%
AF
15
Allworth Financial
California
$247M 2,624,525 -956 -0%
BlackRock
16
BlackRock
New York
$245M 2,599,478 -3,947,197 -60%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$219M 2,328,040 -252,607 -10%
RWP
18
RWA Wealth Partners
Massachusetts
$210M 2,235,560 +441,120 +25%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$204M 2,172,309 -128,256 -6%
US Bancorp
20
US Bancorp
Minnesota
$194M 2,062,436 +572,550 +38%
Osaic Holdings
21
Osaic Holdings
Arizona
$187M 1,991,501 -991,447 -33%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$178M 1,895,441 +15,200 +0.8%
Goldman Sachs
23
Goldman Sachs
New York
$177M 1,879,321 +1,436,276 +324%
SEI Investments
24
SEI Investments
Pennsylvania
$177M 1,876,650 +34,864 +2%
UBS Group
25
UBS Group
Switzerland
$164M 1,745,071 +133,298 +8%
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