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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
+$196M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
SEI Investments
SEI Investments
Pennsylvania
+$128M
4
Ameriprise
Ameriprise
Minnesota
+$124M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$103M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$89.3M
2
RIG
RiverFront Investment Group
Virginia
-$58.4M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$26.1M
4
PAIA
Park Avenue Institutional Advisers
New York
-$21.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Harbour Investments
Wisconsin
$3.59M +$627K +6,727 +21%
BWP
277
Bernardo Wealth Planning
Pennsylvania
$3.53M +$241K +2,587 +7%
PG
278
Proffitt & Goodson
Tennessee
$3.52M -$902K -9,667 -20%
KWS
279
Keystone Wealth Services
California
$3.5M +$339K +3,634 +11%
FCAG
280
First Capital Advisors Group
New Jersey
$3.48M +$2.16M +23,122 +163%
UFA
281
US Financial Advisors
Massachusetts
$3.47M +$65.9K +707 +2%
TWM
282
Tradition Wealth Management
Minnesota
$3.47M +$24.1K +258 +0.7%
AG
283
Ascent Group
Virginia
$3.44M +$2.16M +23,480 +169%
BBWP
284
Beacon Bridge Wealth Partners
Pennsylvania
$3.43M +$586K +6,282 +21%
PTC
285
Private Trust Company
Ohio
$3.42M +$648K +6,952 +23%
SAM
286
Stansberry Asset Management
Texas
$3.39M -$81.2K -871 -2%
DI
287
DFPG Investments
Utah
$3.36M +$1.49M +15,890 +80%
Brown Advisory
288
Brown Advisory
Maryland
$3.32M +$302K +3,241 +10%
IDBONY
289
Israel Discount Bank of New York
New York
$3.29M -$9.61K -103 -0.3%
Point72 Asset Management
290
Point72 Asset Management
Connecticut
$3.26M +$3.26M +35,000 New
PWMG
291
Provence Wealth Management Group
California
$3.26M +$472K +5,066 +17%
APW
292
Acima Private Wealth
Virginia
$3.21M +$25.7K +276 +0.8%
HPM
293
Hoxton Planning & Management
West Virginia
$3.2M -$1.16M -12,418 -27%
CC
294
Centiva Capital
New York
$3.17M -$10.8M -116,000 -77%
SAM
295
Simplify Asset Management
Nevada
$3.15M +$2.55M +27,296 +418%
AF
296
Advisornet Financial
Minnesota
$3.12M +$633K +6,791 +25%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$3.12M +$3.12M +33,452 New
CCM
298
Crabel Capital Management
California
$3.11M +$758K +8,129 +32%
WS
299
Wedbush Securities
California
$3.05M -$195K -2,087 -6%
MWM
300
Maripau Wealth Management
Indiana
$3.03M +$341K +3,652 +13%
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