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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
+$262M
3
Jane Street
Jane Street
New York
+$221M
4
CSIA
Charles Schwab Investment Advisory
California
+$175M
5
Ameriprise
Ameriprise
Minnesota
+$111M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$438M
2
Bank of America
Bank of America
North Carolina
-$310M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$183M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$143M
5
RJA
Raymond James & Associates
Florida
-$68M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Avaii Wealth Management
Wisconsin
$368K +$79.2K +812 +27%
SXL
477
Summit X LLC
Missouri
$366K +$5.12K +53 +1%
KFP
478
KB Financial Partners
New Jersey
$361K -$33.2M -340,321 -99%
HIM
479
Hanlon Investment Management
New Jersey
$361K +$73.6K +755 +26%
Kovitz Investment Group Partners
480
Kovitz Investment Group Partners
Illinois
$360K -$75.1K -770 -17%
RF
481
RHS Financial
California
$359K -$117K -1,198 -25%
CWM
482
Chesapeake Wealth Management
Virginia
$358K -$12.9K -133 -3%
WWM
483
Wolff Wiese Magana
California
$358K +$293K +2,998 +449%
RPWA
484
Regent Peak Wealth Advisors
Georgia
$357K -$146K -1,497 -29%
WB
485
WesBanco Bank
West Virginia
$356K +$356K +3,655 New
B
486
Bailard
California
$353K -$28.4K -291 -7%
IWA
487
IVC Wealth Advisors
Pennsylvania
$353K +$133K +1,363 +60%
AIC
488
Archer Investment Corporation
Indiana
$352K -$1.93M -19,803 -85%
KFS
489
Kelly Financial Services
Massachusetts
$348K -$23.9K -245 -6%
AP
490
Americana Partners
Texas
$340K – – –
IWM
491
IHT Wealth Management
Illinois
$340K +$31.5K +323 +10%
WIA
492
World Investment Advisors
California
$335K -$758K -7,602 -69%
OWP
493
Obermeyer Wealth Partners
Colorado
$332K – – –
NAM
494
NTV Asset Management
West Virginia
$332K +$293 +3 +0.1%
WEG
495
World Equity Group
Illinois
$331K +$16.2K +166 +5%
AWM
496
Accurate Wealth Management
Florida
$331K -$67.3K -690 -17%
TFA
497
Tranquilli Financial Advisor
New Jersey
$328K +$328K +3,362 New
OAP
498
One Advisory Partners
Kansas
$327K -$112K -1,147 -25%
LWP
499
Lumature Wealth Partners
Georgia
$325K -$3.16M -32,350 -91%
TC
500
TownSquare Capital
Utah
$325K +$325K +3,333 New
18 19
20
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