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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.85B
2
CIM
Chiron Investment Management
New York
$0
3
HF
HRT Financial
New York
$315K
4
HI
Horizon Investments
North Carolina
$53.5M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
751
Natixis Advisors
Massachusetts
– -$11.3M -122,210 Closed
AWA
752
ARQ Wealth Advisors
Arizona
– -$8.55M -92,178 Closed
MWM
753
Merriman Wealth Management
Washington
– -$6.67M -71,905 Closed
Renaissance Technologies
754
Renaissance Technologies
New York
– -$4.07M -43,900 Closed
PCP
755
Proficio Capital Partners
Massachusetts
– -$3.51M -37,795 Closed
D.E. Shaw & Co
756
D.E. Shaw & Co
New York
– -$3.47M -37,400 Closed
CGA
757
Crescent Grove Advisors
Illinois
– -$3.03M -32,625 Closed
OAM
758
Occidental Asset Management
California
– -$2.86M -30,879 Closed
FFA
759
Fragasso Financial Advisors
Pennsylvania
– -$2.56M -27,559 Closed
Sumitomo Mitsui Trust Group
760
Sumitomo Mitsui Trust Group
Japan
– -$2.5M -26,973 Closed
CCMG
761
Clark Capital Management Group
Pennsylvania
– -$2.26M -24,314 Closed
AF
762
Alerus Financial
North Dakota
– -$2.08M -22,474 Closed
MAM
763
Madison Asset Management
Wisconsin
– -$2.02M -21,748 Closed
VC
764
Vicus Capital
Pennsylvania
– -$1.84M -19,814 Closed
Federated Hermes
765
Federated Hermes
Pennsylvania
– -$1.64M -17,706 Closed
TI
766
Truepoint Inc
Ohio
– -$1.45M -15,599 Closed
WIM
767
WealthPlan Investment Management
Nebraska
– -$1.32M -13,912 Closed
GEM
768
Global Endowment Management
North Carolina
– -$1.23M -13,300 Closed
TL
769
Tradewinds LLC
North Carolina
– -$1.33M -12,897 Closed
WI
770
WBI Investments
New Jersey
– -$1.17M -12,598 Closed
Marshall Wace
771
Marshall Wace
United Kingdom
– -$1.12M -12,100 Closed
CSPAM
772
Cary Street Partners Asset Management
Virginia
– -$1.07M -11,537 Closed
LF
773
Lantz Financial
Illinois
– -$902K -9,725 Closed
CC
774
Cypress Capital
Tennessee
– -$863K -9,309 Closed
VFA
775
Values First Advisors
Tennessee
– -$771K -8,308 Closed
29 30
31
32 33