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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.

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 %
CW
51
CreativeOne Wealth
Kansas
$42.9M +$6.75M +71,272 +19%
RT
52
Rockland Trust
Massachusetts
$41M +$900K +9,497 +2%
CIA
53
Capital Investment Advisors
Georgia
$40.1M -$710K -7,495 -2%
Fisher Asset Management
54
Fisher Asset Management
Washington
$39.1M -$14.5M -152,713 -27%
CIBC Asset Management
55
CIBC Asset Management
Ontario, Canada
$38.7M +$15.9M +168,012 +70%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$38.1M +$4.97M +52,420 +15%
JC
57
JB Capital
Connecticut
$36.9M +$6.83M +72,102 +23%
CI
58
Conning Inc
Connecticut
$36.7M – – –
KFP
59
KB Financial Partners
New Jersey
$34.5M +$33.7M +355,696 +3,971%
PAIA
60
Park Avenue Institutional Advisers
New York
$34M +$28.9M +305,000 +565%
AWM
61
AE Wealth Management
Kansas
$33.4M +$4.12M +43,463 +14%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$32.3M +$947K +9,993 +3%
ZIG
63
Zurich Insurance Group
Switzerland
$32M – – –
SEI Investments
64
SEI Investments
Pennsylvania
$31.7M -$447K -4,721 -1%
AWS
65
Atria Wealth Solutions
New York
$31.5M +$7.06M +74,479 +29%
SMFG
66
Sumitomo Mitsui Financial Group
Japan
$30.8M +$866K +9,145 +3%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$30.1M -$808K -8,533 -3%
Prudential Financial
68
Prudential Financial
New Jersey
$29.2M +$11.6M +118,301 +66%
CA
69
Cetera Advisors
Colorado
$28.4M +$6.27M +66,222 +28%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$27.5M +$2.13M +22,453 +8%
Franklin Resources
71
Franklin Resources
California
$27.4M +$285K +3,006 +1%
US Bancorp
72
US Bancorp
Minnesota
$27M +$3.31M +34,929 +14%
WJA
73
Willis Johnson & Associates
Texas
$26.5M +$1.29M +13,602 +5%
MERSOM
74
Municipal Employees' Retirement System of Michigan
Michigan
$26.1M -$24.6M -260,086 -49%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$25.9M +$23.3M +245,585 +894%
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