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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 %
OAM
301
Oppenheimer Asset Management
New York
$2.11M +$44K +474 +2%
FHA
302
First Horizon Advisors
Tennessee
$2.1M +$1.55M +16,721 +281%
CAG
303
Csenge Advisory Group
Florida
$2.1M +$1.71M +18,443 +435%
AF
304
Alerus Financial
North Dakota
$2.08M +$2.08M +22,474 New
LIM
305
Leavell Investment Management
Alabama
$2.08M +$23.6K +255 +1%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$2.07M +$2.07M +22,705 New
MAM
307
Madison Asset Management
Wisconsin
$2.02M +$2.02M +21,748 New
SFS
308
Sowell Financial Services
Arkansas
$2.01M +$2.01M +21,705 New
SWM
309
Spire Wealth Management
Virginia
$2M +$1.09M +11,702 +119%
NSB
310
Norway Savings Bank
Maine
$1.99M -$609K -6,567 -23%
SFA
311
Sequoia Financial Advisors
Ohio
$1.98M -$430K -4,640 -18%
BBWP
312
Beacon Bridge Wealth Partners
Pennsylvania
$1.9M +$1.9M +20,522 New
FA
313
Forefront Analytics
Pennsylvania
$1.88M -$150K -1,614 -7%
AF
314
Advisornet Financial
Minnesota
$1.88M +$1.22M +13,158 +186%
FFA
315
Farther Finance Advisors
California
$1.85M +$1.85M +19,901 New
SWP
316
ShoreHaven Wealth Partners
New Jersey
$1.84M +$1.84M +19,818 New
VC
317
Vicus Capital
Pennsylvania
$1.84M +$1.84M +19,814 New
TC
318
Telemus Capital
Michigan
$1.84M +$1.34M +14,129 +270%
QA
319
Quantitative Advantage
Minnesota
$1.83M -$229K -2,467 -11%
AR
320
Advisory Research
Illinois
$1.82M – – –
MLA
321
My Legacy Advisors
Oregon
$1.8M +$1.8M +18,787 New
AA
322
Ancora Advisors
Ohio
$1.74M +$471K +5,078 +37%
FWP
323
Firethorn Wealth Partners
Georgia
$1.72M +$1.45M +15,647 +540%
WEG
324
World Equity Group
Illinois
$1.71M +$1.23M +13,309 +261%
ACM
325
Antonetti Capital Management
Florida
$1.7M -$2.05M -22,076 -55%
11 12
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