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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 %
HNB
126
Huntington National Bank
Ohio
– – – –
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$9.44M 96,852 +38,371 +66%
GC
128
Guggenheim Capital
Illinois
$9.38M 96,245 -6,030 -6%
HGWM
129
Harvest Group Wealth Management
Massachusetts
$9.33M 93,062 -5,689 -6%
AWS
130
Atria Wealth Solutions
New York
$9.32M 95,625 -667 -0.7%
SMM
131
Stadion Money Management
Georgia
$9.31M 95,525 -5,072 -5%
SWM
132
Scissortail Wealth Management
Oklahoma
$9.05M 84,248 +84,248 New
NA
133
NewEdge Advisors
Louisiana
$8.94M 91,687 -8,692 -9%
KL
134
KWMG LLC
Kansas
$8.68M 89,057 +1,493 +2%
SWP
135
Strategic Wealth Partners
Ohio
$8.52M 87,340 -1,081 -1%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$8.48M 86,967 +1,890 +2%
CL
137
CIM LLC
New York
$8.39M 86,458 -95,898 -53%
GWM
138
Geneos Wealth Management
Colorado
$8.21M 83,797 -6,459 -7%
ECM
139
Evergreen Capital Management
Washington
$8.15M 83,630 -30,991 -27%
GRP
140
Global Retirement Partners
California
$7.95M 81,534 -1,278 -2%
WP
141
WealthSource Partners
California
$7.91M 81,152 -10,591 -12%
GIM
142
Goelzer Investment Management
Indiana
$7.88M 80,838 +3,317 +4%
PGA
143
Portland Global Advisors
Maine
$7.66M 78,542 +1,982 +3%
HGWM
144
Horst & Graben Wealth Management
Oregon
$7.57M 77,675 -378 -0.5%
WCWM
145
Wooster Corthell Wealth Management
Connecticut
$7.47M 76,609 -31,747 -29%
CCWA
146
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.11M 72,886 -1,872 -3%
AI
147
Atria Investments
North Carolina
$6.89M 70,718 +12,076 +21%
TSA
148
Tri-Star Advisors
Texas
$6.74M 68,782 -5,173 -7%
RTS
149
Round Table Services
New Jersey
$6.54M 67,105 -4,379 -6%
SWRP
150
Summit Wealth & Retirement Planning
California
$6.5M 66,710 +2,323 +4%
4 5
6
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