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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 %
BF
601
BOK Financial
Oklahoma
$235K -$168K -1,806 -42%
GLLW
602
Graves Light Lenhart Wealth
Virginia
$233K -$5.29K -57 -2%
PWMG
603
Prestige Wealth Management Group
New Jersey
$232K -$4.64K -50 -2%
LSPW
604
Lake Street Private Wealth
Illinois
$231K +$23.7K +256 +11%
EBT
605
Enterprise Bank & Trust
Massachusetts
$230K – – –
Citigroup
606
Citigroup
New York
$230K +$32K +345 +16%
HKIMG
607
Hutchens & Kramer Investment Management Group
Indiana
$229K +$229K +2,470 New
AP
608
Americana Partners
Texas
$227K -$728K -7,848 -76%
GWM
609
GDS Wealth Management
Texas
$226K -$16.5K -178 -7%
AWA
610
Arkadios Wealth Advisors
Georgia
$225K +$225K +2,428 New
TWA
611
Talisman Wealth Advisors
New Jersey
$225K +$225K +2,421 New
CBFP
612
Cedar Brook Financial Partners
Ohio
$224K -$102K -1,099 -31%
KFGK
613
Keystone Financial Group (Kentucky)
Kentucky
$224K – – –
NFG
614
Nations Financial Group
Iowa
$222K +$222K +2,391 New
FLA
615
Financial Life Advisors
Texas
$221K +$221K +2,385 New
SWM
616
Silverlake Wealth Management
Vermont
$220K +$220K +2,367 New
BHWM
617
Bar Harbor Wealth Management
New Hampshire
$217K -$13.4K -144 -6%
RWM
618
Rezny Wealth Management
Florida
$217K – – –
CPIG
619
Chicago Partners Investment Group
Illinois
$215K +$215K +2,269 New
MGIA
620
Moneta Group Investment Advisors
Missouri
$212K +$212K +2,216 New
CCFM
621
Clear Creek Financial Management
Washington
$210K -$485K -5,231 -70%
MOS
622
MGO One Seven
Ohio
$208K +$208K +2,244 New
VA
623
Valmark Advisers
Ohio
$207K +$207K +2,233 New
OPA
624
Old Port Advisors
Maine
$203K -$156K -1,684 -43%
RFC
625
Regions Financial Corp
Alabama
$201K -$13.1K -142 -6%
23 24
25
26 27