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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 %
SWP
301
ShoreHaven Wealth Partners
New Jersey
$3M +$1.19M +12,769 +66%
ACM
302
Arlington Capital Management
Illinois
$3M -$304K -3,259 -9%
DE
303
Day & Ennis
Georgia
$2.97M +$361K +3,875 +14%
PCA
304
Prosperity Capital Advisors
Ohio
$2.94M +$380K +4,076 +15%
PCP
305
Proficio Capital Partners
Massachusetts
$2.81M +$2.81M +30,159 New
JIR
306
James Investment Research
Ohio
$2.81M +$6.53K +70 +0.2%
IA
307
IFP Advisors
Florida
$2.77M +$78.2K +838 +3%
HFW
308
Horizon Family Wealth
Illinois
$2.77M +$145K +1,551 +6%
BFG
309
Buttonwood Financial Group
Missouri
$2.75M +$322K +3,459 +13%
FAM
310
Family Asset Management
South Carolina
$2.74M +$459K +4,918 +20%
RB
311
Renasant Bank
Mississippi
$2.72M -$470K -5,039 -15%
KPWS
312
Kestra Private Wealth Services
Texas
$2.65M -$116K -1,248 -4%
SB
313
Strategic Blueprint
Georgia
$2.64M -$344K -3,690 -12%
WIA
314
World Investment Advisors
California
$2.6M +$195K +2,087 +8%
RSWM
315
Robertson Stephens Wealth Management
California
$2.59M +$129K +1,386 +5%
FHA
316
First Horizon Advisors
Tennessee
$2.57M +$103K +1,100 +4%
HSBC Holdings
317
HSBC Holdings
United Kingdom
$2.56M -$32.4K -347 -1%
MLA
318
My Legacy Advisors
Oregon
$2.54M +$517K +5,513 +26%
SSWM
319
Sheets Smith Wealth Management
North Carolina
$2.54M -$55.8K -598 -2%
VHAM
320
Van Hulzen Asset Management
California
$2.53M -$33K -354 -1%
NRA
321
NSI Retail Advisors
Pennsylvania
$2.46M – – –
CA
322
CSM Advisors
Pennsylvania
$2.46M – – –
AWM
323
Apollon Wealth Management
South Carolina
$2.46M +$1.01M +10,813 +70%
AA
324
Ancora Advisors
Ohio
$2.4M +$478K +5,129 +25%
TCWA
325
Ten Capital Wealth Advisors
Washington
$2.37M -$27.6K -296 -1%
11 12
13
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