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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 %
BHWM
301
Bay Harbor Wealth Management
Maryland
$1.35M -$399K -4,098 -23%
GP
302
Girard Partners
Pennsylvania
$1.34M +$1.34M +13,776 New
OIA
303
OneDigital Investment Advisors
Kansas
$1.33M +$50.3K +516 +4%
CCA
304
Cobblestone Capital Advisors
New York
$1.32M -$874K -8,971 -40%
SF
305
Synovus Financial
Georgia
$1.3M -$90.1K -925 -6%
GEM
306
Global Endowment Management
North Carolina
$1.3M +$1.3M +13,300 New
CFD
307
Creative Financial Designs
Indiana
$1.27M -$166K -1,700 -12%
RFG
308
Range Financial Group
Oregon
$1.27M -$929K -9,530 -42%
WP
309
WealthShield Partners
North Carolina
$1.25M +$9.56K +98 +0.8%
Natixis Advisors
310
Natixis Advisors
Massachusetts
$1.25M +$1.25M +12,790 New
Loomis, Sayles & Company
311
Loomis, Sayles & Company
Massachusetts
$1.25M +$535K +5,487 +75%
SB
312
Strategic Blueprint
Georgia
$1.23M +$160K +1,640 +15%
Comerica Bank
313
Comerica Bank
Texas
$1.23M -$164K -1,674 -12%
CIAS
314
CFS Investment Advisory Services
New Jersey
$1.21M -$143M -1,468,600 -99%
FLPIM
315
F.L. Putnam Investment Management
Massachusetts
$1.2M +$119K +1,218 +11%
RJT
316
Raymond James Trust
Florida
$1.17M -$103K -1,051 -8%
EA
317
Emerald Advisors
Washington
$1.17M -$260K -2,673 -18%
RIA
318
Regal Investment Advisors
Michigan
$1.17M -$48.3K -495 -4%
GVAG
319
Great Valley Advisor Group
Delaware
$1.15M -$8K -82 -0.7%
CGFA
320
Colton Groome Financial Advisors
North Carolina
$1.15M +$1.15M +11,831 New
TI
321
tru Independence
Oregon
$1.15M -$129K -1,322 -10%
WS
322
Wedbush Securities
California
$1.15M -$204K -2,092 -15%
SFA
323
Source Financial Advisors
New York
$1.14M -$24.9K -255 -2%
MFG
324
Merit Financial Group
Georgia
$1.11M +$462K +4,742 +72%
SPAS
325
Spectrum Planning & Advisory Services
California
$1.07M -$178K -1,823 -14%
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