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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 %
SAM
251
Strategy Asset Managers
California
$3.03M -$925K -9,972 -23%
LWA
252
Lineweaver Wealth Advisors
Ohio
$3.03M -$18K -194 -0.6%
CGA
253
Crescent Grove Advisors
Illinois
$3.03M +$3.03M +32,625 New
HFW
254
Horizon Family Wealth
Illinois
$3.01M +$1.2M +12,890 +66%
OAM
255
Occidental Asset Management
California
$2.86M -$53.4K -576 -2%
SWP
256
Stratos Wealth Partners
Ohio
$2.86M -$127K -1,365 -4%
MWM
257
Maripau Wealth Management
Indiana
$2.85M +$646K +6,724 +29%
CWM
258
Centurion Wealth Management
Virginia
$2.84M +$2.84M +30,589 New
CAS
259
Coppell Advisory Solutions
Texas
$2.82M +$2.82M +30,362 New
CASC
260
Coppell Advisory Solutions Corp
Texas
$2.82M +$2.82M +30,362 New
CCA
261
Cobblestone Capital Advisors
New York
$2.81M +$1.57M +16,893 +126%
CWA
262
Clearview Wealth Advisors
Oregon
$2.8M +$1.06M +11,431 +61%
MFA
263
Mayflower Financial Advisors
Massachusetts
$2.78M +$2.78M +29,925 New
SB
264
Strategic Blueprint
Georgia
$2.76M +$1.63M +17,537 +144%
BEC
265
Blue Edge Capital
Virginia
$2.74M +$185K +1,992 +7%
KWS
266
Keystone Wealth Services
California
$2.68M +$1.7M +18,380 +176%
HI
267
Harbour Investments
Wisconsin
$2.65M +$1.33M +14,388 +101%
PCM
268
Parsons Capital Management
Rhode Island
$2.65M -$620K -6,685 -19%
FPCP
269
Fort Point Capital Partners
California
$2.65M +$207K +2,234 +8%
IDBONY
270
Israel Discount Bank of New York
New York
$2.65M +$312K +3,366 +13%
PA
271
Parkside Advisors
California
$2.63M +$1.45M +15,617 +123%
FAIM
272
Financial Advocates Investment Management
Washington
$2.62M +$2.23M +24,070 +574%
IA
273
IFP Advisors
Florida
$2.6M +$882K +8,211 +51%
FFA
274
Fragasso Financial Advisors
Pennsylvania
$2.56M +$2.56M +27,559 New
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$2.55M -$370K -3,986 -13%
9 10
11
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