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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 %
FIM
326
Freedom Investment Management
Connecticut
$1.69M +$26.1K +281 +2%
SMI
327
Shelter Mutual Insurance
Missouri
$1.67M – – –
DE
328
Day & Ennis
Georgia
$1.67M -$179K -1,930 -10%
Federated Hermes
329
Federated Hermes
Pennsylvania
$1.64M +$1.64M +17,706 New
TLFA
330
True Link Financial Advisors
California
$1.6M -$173K -1,863 -10%
CFG
331
Cooper Financial Group
California
$1.59M +$1.23M +13,288 +344%
BAM
332
Belpointe Asset Management
Nevada
$1.59M +$987K +10,638 +164%
GP
333
Girard Partners
Pennsylvania
$1.57M +$176K +1,899 +13%
BPA
334
Beacon Pointe Advisors
California
$1.56M -$1.54M -16,610 -50%
SAS
335
Stelac Advisory Services
New York
$1.55M -$546K -5,890 -26%
BCI
336
Brinker Capital Investments
Pennsylvania
$1.54M +$1.31M +14,113 +569%
AWM
337
Axxcess Wealth Management
California
$1.54M +$251K +2,709 +20%
OAP
338
One Advisory Partners
Kansas
$1.52M +$1.29M +13,956 +581%
WCM
339
Wealthcare Capital Management
Virginia
$1.51M +$18.4K +198 +1%
PA
340
PFG Advisors
Arizona
$1.5M +$433K +4,673 +41%
T
341
TRUADVICE
Florida
$1.5M +$280K +2,935 +23%
AAM
342
Autus Asset Management
Arizona
$1.48M -$348K -3,748 -19%
FNB
343
Farmers National Bank
Kentucky
$1.47M -$30.8K -332 -2%
DAS
344
Dynamic Advisor Solutions
Arizona
$1.47M +$266K +2,865 +22%
BBNA
345
Bremer Bank National Association
Minnesota
$1.46M +$1.46M +15,681 New
AAP
346
Arax Advisory Partners
Colorado
$1.45M +$28.5K +307 +2%
TI
347
Truepoint Inc
Ohio
$1.45M +$1.45M +15,599 New
HWMA
348
Heritage Wealth Management (Arizona)
Arizona
$1.42M +$630K +6,796 +79%
JWCA
349
J.W. Coons Advisors
Ohio
$1.4M -$96.5K -1,040 -6%
FTS
350
Fifth Third Securities
Ohio
$1.39M +$53.4K +576 +4%
12 13
14
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