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iShares MBS ETF
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Overview Fund Activity

695 hedge funds and large institutions have $19.7B invested in iShares MBS ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 329 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
11.75%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.83%
New
84
Increased
209
Reduced
329
Closed
87
Calls
$167M
Puts
$32.3M
Net Calls
+$135M
Net Calls Change
-$18.4M

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
$272M
2
US Bancorp
US Bancorp
Minnesota
$282M
3
Jane Street
Jane Street
New York
$221M
4
CSIA
Charles Schwab Investment Advisory
California
$447M
5
Ameriprise
Ameriprise
Minnesota
$921M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$406M
2
Bank of America
Bank of America
North Carolina
$6.51B
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.2M
4
CIAS
CFS Investment Advisory Services
New Jersey
$1.21M
5
RJA
Raymond James & Associates
Florida
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
251
RFG Advisory
Alabama
$2.07M +$38.4K +390 +2%
ASN
252
Advisory Services Network
Georgia
$2.07M +$69.7K +715 +3%
BF
253
Blankinship & Foster
California
$2.05M +$2.05M +21,042 New
LA
254
Lindenwold Advisors
Pennsylvania
$2.05M +$109K +1,114 +6%
AWM
255
Axxcess Wealth Management
California
$2.02M -$326K -3,349 -14%
DE
256
Day & Ennis
Georgia
$1.97M -$151K -1,546 -7%
SWM
257
SigFig Wealth Management
California
$1.94M +$99.7K +940 +5%
NL
258
NWAM LLC
Washington
$1.9M -$572K -5,823 -23%
FNC
259
First National Corp
Massachusetts
$1.9M +$482K +4,942 +34%
CWA
260
Clearview Wealth Advisors
Oregon
$1.88M -$366K -3,750 -16%
Creative Planning
261
Creative Planning
Kansas
$1.85M +$6.82K +70 +0.4%
TF
262
Trek Financial
Arizona
$1.82M -$206K -2,113 -10%
CNC
263
Citizens & Northern Corp
Pennsylvania
$1.81M +$327K +3,355 +22%
TLFA
264
True Link Financial Advisors
California
$1.79M -$94.8K -972 -5%
JWCA
265
J.W. Coons Advisors
Ohio
$1.79M -$47.2K -485 -3%
IA
266
IFP Advisors
Florida
$1.79M – – –
ACS
267
Archford Capital Strategies
Illinois
$1.76M -$9.75K -100 -0.5%
SMI
268
Shelter Mutual Insurance
Missouri
$1.76M – – –
WWG
269
West Wealth Group
California
$1.72M -$36.2K -371 -2%
PA
270
Parkside Advisors
California
$1.72M -$2.52M -25,843 -59%
DAS
271
Dynamic Advisor Solutions
Arizona
$1.71M +$577K +5,924 +51%
FNBT
272
FineMark National Bank & Trust
Florida
$1.7M -$204K -2,094 -11%
SHGA
273
Sand Hill Global Advisors
California
$1.68M +$1.4M +14,334 +492%
HPC
274
Hobart Private Capital
North Carolina
$1.67M -$616K -6,320 -27%
EC
275
Estate Counselors
Wisconsin
$1.67M -$6.16M -63,160 -79%
9 10
11
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