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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.

Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.26%
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
1
BlackRock
New York
$619M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.29B
3
SEI Investments
3
SEI Investments
Pennsylvania
$160M
4
Ameriprise
4
Ameriprise
Minnesota
$1.13B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.84B

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$468K
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$948K
4
PAIA
4
Park Avenue Institutional Advisers
New York
$12.2M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$160M +$128M +1,375,889 +412%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$146M -$5.34M -57,299 -4%
BA
28
Bridgewater Associates
Connecticut
$136M -$1.72M -18,400 -1%
RJA
29
Raymond James & Associates
Florida
$135M +$1.69M +18,081 +1%
BTI
30
Blue Trust Inc
Georgia
$134M -$211K -2,223 -0.2%
MML Investors Services
31
MML Investors Services
Massachusetts
$125M +$18.1M +193,907 +17%
HW
32
Hancock Whitney
Mississippi
$120M +$5.75M +61,617 +5%
Jane Street
33
Jane Street
New York
$118M +$98.1M +1,052,171 +497%
US Bancorp
34
US Bancorp
Minnesota
$114M +$87.2M +935,307 +328%
Asset Management One
35
Asset Management One
Japan
$105M +$7.65M +82,007 +8%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$102M +$21.6M +203,961 +27%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$97M +$6.07M +65,070 +7%
OIA
38
OneDigital Investment Advisors
Kansas
$90.8M +$5.83M +62,508 +7%
CW
39
Connectus Wealth
Ohio
$90.7M -$570K -6,109 -0.6%
Bessemer Group
40
Bessemer Group
New Jersey
$85.3M +$85.2M +913,189 +81,317%
AssetMark Inc
41
AssetMark Inc
California
$82.2M +$35.8M +384,178 +77%
MD
42
Money Design
Japan
$82M +$6.17M +66,132 +8%
Two Sigma Investments
43
Two Sigma Investments
New York
$74.6M +$74.6M +800,000 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$67.2M +$11.5M +123,005 +21%
HTC
45
Haverford Trust Company
Pennsylvania
$56M -$294K -3,147 -0.5%
EW
46
Evoke Wealth
California
$55.9M +$557K +5,975 +1%
SFPM
47
Sensible Financial Planning & Management
Massachusetts
$55.7M +$408K +4,378 +0.7%
AllianceBernstein
48
AllianceBernstein
Tennessee
$52.1M +$364K +3,906 +0.7%
SOMRS
49
State of Michigan Retirement System
Michigan
$50.4M +$29.4M +315,000 +140%
CAN
50
Cetera Advisor Networks
California
$47.6M +$1.17M +12,493 +3%
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