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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
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
Bank of America
North Carolina
$6.7B
4
LPL Financial
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$991K
2
Jane Street
Jane Street
New York
$42.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
351
New York Life Investment Management
New York
$1.38M -$1,000K -10,779 -42%
FNC
352
First National Corp
Massachusetts
$1.38M -$182K -1,957 -12%
SPC
353
Sigma Planning Corp
Michigan
$1.33M +$372K +4,013 +39%
CFAM
354
Coury Firm Asset Management
Pennsylvania
$1.33M -$9K -97 -0.7%
TL
355
Tradewinds LLC
North Carolina
$1.33M +$1.33M +12,897 New
SC
356
Sierra Capital
Florida
$1.32M +$271K +2,917 +26%
JCM
357
Jacobi Capital Management
Pennsylvania
$1.32M -$26.2K -282 -2%
WIM
358
WealthPlan Investment Management
Nebraska
$1.32M +$301K +3,187 +30%
WP
359
WealthPLAN Partners
Nebraska
$1.31M +$1.31M +13,912 New
RW
360
Regimen Wealth
Georgia
$1.3M +$1.3M +14,060 New
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$1.3M +$392K +4,229 +43%
BWL
362
Bogart Wealth LLC
Virginia
$1.28M -$14.4K -155 -1%
AIM
363
Acropolis Investment Management
Missouri
$1.28M -$33.1K -357 -3%
DWT
364
Dorsey & Whitney Trust
South Dakota
$1.28M -$426K -4,594 -25%
CFG
365
Carr Financial Group
Massachusetts
$1.25M +$1.25M +13,465 New
GEM
366
Global Endowment Management
North Carolina
$1.23M – – –
TFA
367
Tranquilli Financial Advisor
New Jersey
$1.23M +$929K +10,021 +308%
MFG
368
MidWestOne Financial Group
Iowa
$1.19M +$337K +3,632 +39%
WI
369
WBI Investments
New Jersey
$1.17M +$197K +2,119 +20%
FA
370
FC Advisory
Pennsylvania
$1.16M -$145K -1,565 -11%
SF
371
Synovus Financial
Georgia
$1.16M -$10K -108 -0.9%
DFC
372
DB Fitzpatrick & Co
Idaho
$1.16M -$363K -3,909 -24%
AWM
373
Alterna Wealth Management
Texas
$1.15M +$520K +5,583 +82%
IWM
374
IHT Wealth Management
Illinois
$1.15M +$293K +3,164 +34%
BWM
375
Baystate Wealth Management
Massachusetts
$1.13M +$1.07M +11,579 +2,098%
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