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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.

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
1
Richard Bernstein Advisors
New York
$272M
2
US Bancorp
2
US Bancorp
Minnesota
$282M
3
Jane Street
3
Jane Street
New York
$221M
4
CSIA
4
Charles Schwab Investment Advisory
California
$447M
5
Ameriprise
5
Ameriprise
Minnesota
$921M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$6.51B
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$27.2M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.21M
5
RJA
5
Raymond James & Associates
Florida
$61.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
76
Horizon Investments
North Carolina
$21.5M 221,276 +221,276 New
CI Investments Inc
77
CI Investments Inc
Ontario, Canada
$21.4M 219,383 – –
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$21.1M 215,960 +14,193 +7%
AWS
79
AJ Wealth Strategies
New York
$20.4M 209,278 -30,269 -13%
CW
80
CreativeOne Wealth
Kansas
$19.9M 204,290 -13,202 -6%
HighTower Advisors
81
HighTower Advisors
Illinois
$19.4M 199,513 +150,599 +308%
CCA
82
Checchi Capital Advisers
California
$19.2M 191,132 -5,050 -3%
BWAM
83
Boyd Watterson Asset Management
Ohio
$19.1M 196,039 +172,899 +747%
GGS
84
Galvin Gaustad & Stein
Arizona
$19.1M 195,748 -6,325 -3%
RWM
85
RKL Wealth Management
Pennsylvania
$18.7M 192,008 +8,722 +5%
JSA
86
Jacobson & Schmitt Advisors
Wisconsin
$18.5M 189,830 -128,801 -40%
AWM
87
AE Wealth Management
Kansas
$18.5M 189,332 -40,843 -18%
MG
88
Mather Group
Illinois
$18.5M 189,247 +140,902 +291%
ERIM
89
Eagle Ridge Investment Management
Connecticut
$18.2M 186,321 +180,042 +2,867%
AC
90
Annandale Capital
Texas
$17.6M 180,866 +4,208 +2%
MNG
91
Manning & Napier Group
New York
– – – –
NC
92
NewSquare Capital
Pennsylvania
$17.1M 175,240 -13,972 -7%
HWA
93
Heartwood Wealth Advisors
Virginia
$16.8M 172,657 +172,657 New
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$16.7M 171,258 -13,584 -7%
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.1M 165,601 +134,298 +429%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$16.1M 165,351 -251,535 -60%
PL
97
Protective Life
Alabama
$16M 164,021 +40,600 +33%
Renaissance Technologies
98
Renaissance Technologies
New York
$15.7M 161,000 +161,000 New
CIC
99
Cutler Investment Counsel
Oregon
$15.6M 160,247 +3,601 +2%
BCM
100
Brookstone Capital Management
Illinois
$15.5M 159,945 +24,971 +19%
2 3
4
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