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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 %
FWP
451
FAS Wealth Partners
Kansas
$657K -$1.7M -18,301 -72%
FNBOSM
452
First National Bank of South Miami
Florida
$654K -$47.4K -511 -7%
WWP
453
WR Wealth Planners
Missouri
$652K +$375K +4,043 +135%
NFP
454
Narus Financial Partners
Utah
$648K +$404K +4,355 +165%
NRI
455
NFP Retirement Inc
California
$647K +$647K +6,971 New
KWM
456
Keebeck Wealth Management
Illinois
$642K +$642K +6,924 New
PFG
457
Pacific Financial Group
Washington
$642K +$1.95K +21 +0.3%
Koshinski Asset Management
458
Koshinski Asset Management
Illinois
$640K -$105K -1,131 -14%
VIA
459
Vident Investment Advisory
Georgia
$635K +$369K +3,980 +139%
1WA
460
180 Wealth Advisors
Washington
$632K +$53.2K +555 +9%
FPAS
461
Focus Partners Advisor Solutions
Missouri
$629K +$629K +6,784 New
FCA
462
FinTrust Capital Advisors
South Carolina
$620K -$3.89M -41,900 -86%
LA
463
LexAurum Advisors
Kansas
$620K +$620K +6,681 New
BAM
464
BTS Asset Management
Massachusetts
$617K -$251K -2,351 -29%
SG
465
StoneX Group
New York
$611K +$212K +2,290 +53%
GIA
466
Gladstone Institutional Advisory
Florida
$599K -$8.63K -93 -1%
MSAGDF
467
Moneda SA Administradora General de Fondos
Chile
$594K +$34.7K +374 +6%
AFA
468
American Financial Advisors
Georgia
$588K +$3.15K +34 +0.5%
FF
469
Friedenthal Financial
New Jersey
$581K -$18.4K -198 -3%
GFPC
470
Global Financial Private Client
Florida
$577K -$33.1K -357 -5%
APC
471
Aspire Private Capital
North Carolina
$573K +$513K +5,532 +859%
RIM
472
Rockbridge Investment Management
New York
$568K -$10.6K -114 -2%
D
473
Diversified
Delaware
$568K +$357K +3,854 +170%
SWM
474
Seed Wealth Management
Illinois
$561K +$561K +6,050 New
TA
475
TrueWealth Advisors
Alabama
$549K +$238K +2,562 +76%
17 18
19
20 21