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iShares MBS ETF
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Overview Fund Activity

777 hedge funds and large institutions have $25.4B invested in iShares MBS ETF in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 357 increasing their positions, 232 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.25%
Holding in Top 10
75
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.32%
% of All Funds
1.18%
New
99
Increased
357
Reduced
232
Closed
54
Calls
$26.5M
Puts
$36.9M
Net Calls
-$10.4M
Net Calls Change
-$21.1M

Top Buyers

1
BlackRock
BlackRock
New York
$619M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
SEI Investments
Pennsylvania
$160M
4
Ameriprise
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$468K
2
RIG
RiverFront Investment Group
Virginia
$0
3
WAP
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
Park Avenue Institutional Advisers
New York
$12.2M
5
Lazard Asset Management
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
226
SWMG LLC
Texas
$5.39M +$479K +5,134 +10%
CWM
227
Congress Wealth Management
Massachusetts
$5.25M -$146K -1,568 -3%
ASN
228
Advisory Services Network
Georgia
$5.21M -$1.67M -17,939 -24%
KWA
229
KCS Wealth Advisory
California
$5.2M +$5.2M +55,748 New
TCA
230
Transcend Capital Advisors
New Jersey
$5.08M -$106K -1,139 -2%
PPWP
231
Proquility Private Wealth Partners
Nevada
$5.06M +$20.1K +216 +0.4%
BNP Paribas Financial Markets
232
BNP Paribas Financial Markets
France
$5.04M -$3.38M -36,190 -40%
CCWA
233
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.97M -$502K -5,385 -9%
WA
234
Wealth Alliance
New York
$4.96M +$107K +1,147 +2%
FFN
235
Focus Financial Network
Minnesota
$4.93M +$122K +1,305 +3%
CL
236
Choreo LLC
Illinois
$4.83M -$1.75M -18,771 -27%
EP
237
Essential Planning
New Hampshire
$4.82M +$7.65K +82 +0.2%
SA
238
Scarborough Advisors
Maryland
$4.8M -$2.45M -26,232 -34%
EWM
239
Edge Wealth Management
New York
$4.78M +$4.78M +51,255 New
C1AG
240
Client 1st Advisory Group
Florida
$4.75M -$521K -5,587 -10%
SWM
241
Spire Wealth Management
Virginia
$4.73M -$70K -750 -1%
NCM
242
Northwest Capital Management
Oregon
$4.69M +$387K +4,152 +9%
RIA
243
Regal Investment Advisors
Michigan
$4.67M +$171K +1,835 +4%
LA
244
Lifeworks Advisors
Michigan
$4.6M +$2.22M +23,786 +93%
CC
245
Copperleaf Capital
North Carolina
$4.59M -$51.1K -548 -1%
PCIA
246
Prime Capital Investment Advisors
Kansas
$4.54M +$1.15M +12,370 +34%
SIA
247
SkyView Investment Advisors
New Jersey
$4.53M +$1.99M +21,281 +78%
Goldman Sachs
248
Goldman Sachs
New York
$4.51M -$583K -6,253 -11%
ACA
249
Ackerman Capital Advisors
Texas
$4.51M -$230K -2,463 -5%
CAM
250
Cresset Asset Management
Illinois
$4.46M -$428K -4,585 -9%
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