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iShares MBS ETF
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Overview Fund Activity

741 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
11.86%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.22%
New
92
Increased
380
Reduced
189
Closed
82
Calls
$17.3M
Puts
$6.59M
Net Calls
+$10.7M
Net Calls Change
+$15.3M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.53B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.78B
3
BlackRock
3
BlackRock
New York
$431M
4
OPAM
4
Ocean Park Asset Management
California
$123M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$315M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
CIM
2
Chiron Investment Management
New York
$0
3
HF
3
HRT Financial
New York
$315K
4
HI
4
Horizon Investments
North Carolina
$53.5M
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$135M +$75.3M +795,237 +126%
BTI
27
Blue Trust Inc
Georgia
$132M +$15.1M +162,942 +13%
OPAM
28
Ocean Park Asset Management
California
$123M +$123M +1,300,800 New
HW
29
Hancock Whitney
Mississippi
$116M +$13.3M +140,111 +13%
MML Investors Services
30
MML Investors Services
Massachusetts
$109M +$16.4M +172,983 +18%
Asset Management One
31
Asset Management One
Japan
$98.5M +$15.8M +166,908 +19%
CW
32
Connectus Wealth
Ohio
$92.7M +$17.2M +181,133 +23%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$92.4M +$9.85M +103,946 +12%
Principal Financial Group
34
Principal Financial Group
Iowa
$91.1M +$90.6M +956,759 +18,392%
OIA
35
OneDigital Investment Advisors
Kansas
$86.3M +$53.1M +560,455 +160%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$83.2M +$62.4M +659,074 +301%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$80.8M +$66.4M +626,876 +460%
MD
38
Money Design
Japan
$77.1M +$5.77M +60,884 +8%
RIG
39
RiverFront Investment Group
Virginia
$58.4M +$2.21M +23,313 +4%
HTC
40
Haverford Trust Company
Pennsylvania
$57.2M -$146K -1,537 -0.3%
SFPM
41
Sensible Financial Planning & Management
Massachusetts
$56.2M +$265K +2,801 +0.5%
EW
42
Evoke Wealth
California
$56.2M -$505K -5,331 -0.9%
HI
43
Horizon Investments
North Carolina
$53.5M -$32.1M -340,954 -38%
AllianceBernstein
44
AllianceBernstein
Tennessee
$52.6M +$2.88M +30,414 +6%
Korea Investment Corp
45
Korea Investment Corp
South Korea
$47.4M – – –
CAN
46
Cetera Advisor Networks
California
$47.1M +$5.27M +55,651 +13%
AssetMark Inc
47
AssetMark Inc
California
$47.1M -$23.3M -246,297 -33%
AWE
48
Avidian Wealth Enterprises
Texas
$46.2M -$1.42M -15,022 -3%
WP
49
WealthSource Partners
California
$45.8M +$8.48M +89,507 +23%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$44.3M +$3.51M +37,085 +9%
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