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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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.85B 61,723,494 -10,480,416 -15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.78B 29,377,055 +4,628,420 +19%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.18B 22,980,593 +259,867 +1%
LPL Financial
4
LPL Financial
California
$1.53B 16,195,270 +9,833,647 +155%
Ameriprise
5
Ameriprise
Minnesota
$1.03B 10,827,509 +503,878 +5%
Morgan Stanley
6
Morgan Stanley
New York
$729M 7,700,663 +529,695 +7%
BlackRock
7
BlackRock
New York
$431M 4,544,887 +2,354,312 +107%
CSIA
8
Charles Schwab Investment Advisory
California
$429M 4,524,571 +15,708 +0.3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$315M 3,328,937 +1,162,118 +54%
Truist Financial
10
Truist Financial
North Carolina
$302M 3,192,525 -57,085 -2%
TF
11
TIAA FSB
Florida
$293M 3,094,986 +811,656 +36%
Wells Fargo
12
Wells Fargo
California
$268M 2,832,119 +789,442 +39%
RBA
13
Richard Bernstein Advisors
New York
$266M 2,808,235 +145,952 +5%
Stifel Financial
14
Stifel Financial
Missouri
$264M 2,786,731 +165,146 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$251M 2,652,789 +457,070 +21%
AF
16
Allworth Financial
California
$231M 2,440,266 +148,213 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$210M 2,214,819 -36,416 -2%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$205M 2,166,700 – –
UCFA
19
United Capital Financial Advisors
Texas
$192M 2,024,241 -9,822 -0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$179M 1,884,869 +86,354 +5%
PI
21
PFS Investments
Georgia
$175M 1,828,386 +322,843 +21%
PAS
22
Park Avenue Securities
New York
$167M 1,761,731 +357,833 +25%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$154M 1,623,678 +418,021 +35%
UBS Group
24
UBS Group
Switzerland
$150M 1,584,407 +37,630 +2%
BA
25
Bridgewater Associates
Connecticut
$139M 1,472,600 -19,400 -1%
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