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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 %
RCAG
276
Rehmann Capital Advisory Group
Michigan
$1.66M -$83.6K -858 -5%
BWL
277
Bogart Wealth LLC
Virginia
$1.65M -$45.7K -469 -3%
BF
278
BOK Financial
Oklahoma
$1.62M -$33.9K -348 -2%
OWA
279
One Wealth Advisors
California
$1.62M -$52.7K -541 -3%
HHRDM
280
H&H Retirement Design & Management
Nevada
$1.61M +$1.61M +15,989 New
WCM
281
Wealthcare Capital Management
Virginia
$1.58M +$11.3K +116 +0.7%
FPCP
282
Fort Point Capital Partners
California
$1.57M -$1.92M -19,688 -55%
DFC
283
DB Fitzpatrick & Co
Idaho
$1.55M -$30.5K -313 -2%
VFA
284
Values First Advisors
Tennessee
$1.55M +$1.95K +20 +0.1%
FNB
285
Farmers National Bank
Kentucky
$1.55M +$1.76K +18 +0.1%
FAIM
286
Financial Advocates Investment Management
Washington
$1.54M +$722K +7,405 +88%
GM
287
GeoWealth Management
Illinois
$1.52M -$19.4K -199 -1%
WFC
288
Western Financial Corp
California
$1.51M -$161K -1,651 -10%
PWM
289
Perigon Wealth Management
California
$1.51M +$1.56K +16 +0.1%
IWP
290
Icon Wealth Partners
Texas
$1.49M -$186K -1,903 -11%
RIM
291
Rockbridge Investment Management
New York
$1.49M +$72.9K +748 +5%
BRWA
292
B. Riley Wealth Advisors
Florida
$1.47M -$65.1K -667 -4%
PPP
293
Private Portfolio Partners
New Jersey
$1.46M -$11.5K -118 -0.8%
SPIA
294
Steward Partners Investment Advisory
New York
$1.42M -$717K -7,360 -34%
JCM
295
Jacobi Capital Management
Pennsylvania
$1.42M +$57.4K +589 +4%
AIM
296
Acropolis Investment Management
Missouri
$1.41M -$158K -1,623 -10%
HI
297
Harbour Investments
Wisconsin
$1.39M +$1.39M +14,226 New
FTS
298
Fifth Third Securities
Ohio
$1.37M +$1.37M +14,077 New
DWT
299
Dorsey & Whitney Trust
South Dakota
$1.37M +$244K +2,500 +22%
BOTW
300
Bank of the West
California
$1.35M -$116K -1,191 -8%
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