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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 %
IWP
126
Icon Wealth Partners
Texas
$13.3M +$13.3M +140,685 New
PCA
127
Pallas Capital Advisors
Massachusetts
$13.3M +$13.3M +140,658 New
KAS
128
Kestra Advisory Services
Texas
$13.2M -$20.2M -213,500 -60%
MWP
129
Meridian Wealth Partners
Pennsylvania
$13.1M +$13.1M +138,675 New
MOS
130
MGO One Seven
Ohio
$12.9M +$12.7M +134,163 +5,979%
PWM
131
Perigon Wealth Management
California
$12.9M +$8.3M +87,628 +181%
T
132
TCWP
Ohio
$12.6M +$2.66M +28,069 +27%
GRP
133
Global Retirement Partners
California
$12.5M +$5.61M +58,829 +81%
MSWMA
134
Market Street Wealth Management Advisors
Indiana
$12.5M +$5.72M +60,365 +84%
M&T Bank
135
M&T Bank
New York
$12.5M -$1.2M -12,676 -9%
GWM
136
Geneos Wealth Management
Colorado
$12.1M +$4.7M +49,623 +63%
MFWM
137
Motley Fool Wealth Management
Virginia
$12M -$155K -1,631 -1%
TWA
138
Tandem Wealth Advisors
Arizona
$12M +$81K +855 +0.7%
AWS
139
AJ Wealth Strategies
New York
$12M -$2.53M -26,673 -17%
OPS
140
Orion Portfolio Solutions
Nebraska
$11.6M +$5.5M +58,020 +90%
BCI
141
Brinker Capital Investments
Pennsylvania
$11.6M +$10M +106,040 +639%
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$11.4M -$323K -3,407 -3%
LWA
143
Lineweaver Wealth Advisors
Ohio
$11.1M +$8.02M +84,657 +259%
TF
144
Trek Financial
Arizona
$10.8M +$2.62M +27,709 +32%
JSA
145
Jacobson & Schmitt Advisors
Wisconsin
$10.7M -$7.35M -77,621 -41%
Schroder Investment Management Group
146
Schroder Investment Management Group
United Kingdom
$10.6M +$10.6M +111,959 New
MCWS
147
McKinley Carter Wealth Services
West Virginia
$10.6M +$2.86M +30,173 +37%
HH
148
Hilltop Holdings
Texas
$10.6M -$920K -9,708 -8%
BCM
149
Boltwood Capital Management
California
$10.5M +$2.42M +25,565 +30%
ECM
150
Evergreen Capital Management
Washington
$10.3M +$273K +2,880 +3%
4 5
6
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