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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 %
EWA
501
EverSource Wealth Advisors
Alabama
$466K +$286K +3,085 +159%
EWA
502
Evolution Wealth Advisors
Florida
$464K – – –
FCB
503
First County Bank
Connecticut
$464K +$464K +4,999 New
WT
504
Whittier Trust
California
$464K +$29.6K +319 +7%
OFG
505
OmniStar Financial Group
North Carolina
$463K +$25.6K +276 +6%
QPWM
506
Quadrant Private Wealth Management
Pennsylvania
$461K +$461K +4,966 New
LNC
507
Lincoln National Corp
Pennsylvania
$456K +$456K +4,917 New
MSFS
508
Main Street Financial Solutions
Pennsylvania
$447K +$3.34K +36 +0.8%
TFA
509
Teamwork Financial Advisors
Texas
$446K +$24.1K +260 +6%
IP
510
Intellectus Partners
California
$446K +$220K +2,375 +98%
LA
511
Latitude Advisors
Florida
$442K +$57.5K +620 +15%
LA
512
Lane & Associates
New Jersey
$442K +$442K +4,767 New
PFA
513
Pinnacle Family Advisors
Missouri
$441K +$441K +4,750 New
RFN
514
RDA Financial Network
Iowa
$440K +$440K +4,739 New
SP
515
Successful Portfolios
Florida
$437K -$25.1K -271 -5%
IAS
516
IMA Advisory Services
Colorado
$429K – – –
CHAM
517
Clear Harbor Asset Management
Connecticut
$421K +$151K +1,630 +56%
SC
518
Scotia Capital
Ontario, Canada
$419K -$12K -129 -3%
MMG
519
Monetary Management Group
Missouri
$417K +$23.2K +250 +6%
CB
520
Commerce Bank
Missouri
$409K -$66.1K -713 -14%
WI
521
Wintrust Investments
Illinois
$408K +$408K +4,396 New
IWM
522
Iams Wealth Management
Nebraska
$396K +$396K +4,270 New
GL
523
Graypoint LLC
New York
$392K – – –
TGAM
524
TBH Global Asset Management
Tennessee
$390K +$390K +4,210 New
FFL
525
Financial Freedom LLC
Ohio
$390K +$390K +4,204 New
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