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iShares MBS ETF
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Overview Fund Activity

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
3
Bank of America
North Carolina
$6.7B
4
LPL Financial
4
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$991K
2
Jane Street
2
Jane Street
New York
$42.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$4.09M +$2.15M +92,641 +111%
Renaissance Technologies
227
Renaissance Technologies
New York
$4.07M +$4.07M +43,900 New
SL
228
SWMG LLC
Texas
$3.91M +$1.93M +20,829 +98%
FAT
229
First American Trust
California
$3.83M +$3.83M +41,326 New
RIA
230
Regal Investment Advisors
Michigan
$3.81M +$2.75M +29,616 +259%
SW
231
SVB Wealth
Massachusetts
$3.81M +$3.05M +32,902 +403%
PPWP
232
Proquility Private Wealth Partners
Nevada
$3.76M -$849K -9,153 -18%
RIG
233
RiverFront Investment Group
Virginia
$3.74M -$197K -31,277 -5%
SAM
234
Stansberry Asset Management
Texas
$3.69M +$63.7K +687 +2%
CC
235
Copperleaf Capital
North Carolina
$3.69M +$634K +6,836 +21%
WA
236
Wealth Alliance
New York
$3.66M +$3.66M +39,481 New
NCM
237
Northwest Capital Management
Oregon
$3.65M +$4.08K +44 +0.1%
TPWA
238
TRUE Private Wealth Advisors
Oregon
$3.57M +$1.2M +12,940 +51%
PCP
239
Proficio Capital Partners
Massachusetts
$3.51M -$95.5K -1,030 -3%
D.E. Shaw & Co
240
D.E. Shaw & Co
New York
$3.47M – – –
KFS
241
Kelly Financial Services
Massachusetts
$3.4M +$3.08M +33,229 +984%
SWM
242
SigFig Wealth Management
California
$3.39M +$2.37M +39,643 +230%
AA
243
Alesco Advisors
New York
$3.36M -$77K -830 -2%
Invesco
244
Invesco
Georgia
$3.28M +$63.4K +684 +2%
CWS
245
Cypress Wealth Services
California
$3.28M +$2.37M +25,515 +259%
BWP
246
Bernardo Wealth Planning
Pennsylvania
$3.26M -$325K -3,502 -9%
UFA
247
US Financial Advisors
Massachusetts
$3.25M -$69.2K -746 -2%
MA
248
Mutual Advisors
Nebraska
$3.22M +$1.78M +19,197 +124%
RB
249
Renasant Bank
Mississippi
$3.21M +$389K +4,191 +14%
WP
250
WealthShield Partners
North Carolina
$3.2M +$2.02M +21,826 +172%
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