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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
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 Holding Trade Value Shares
Change 		Shares
Change %
VFA
176
Voya Financial Advisors
Connecticut
$4.67M -$557K -5,749 -11%
OMC
177
Old Mission Capital
Illinois
$4.67M +$4.67M +47,876 New
FCA
178
FLC Capital Advisors
California
$4.61M -$2.07M -21,225 -31%
CC
179
Copperleaf Capital
North Carolina
$4.57M -$658K -6,747 -13%
WCM
180
Wunderlich Capital Managemnt
Tennessee
$4.44M +$292 +3 +0%
VAS
181
Vestmark Advisory Solutions
Massachusetts
$4.31M +$1.43M +14,710 +50%
TCA
182
Transcend Capital Advisors
New Jersey
$4.23M +$3.41M +34,932 +412%
C1AG
183
Client 1st Advisory Group
Florida
$4.21M -$1.3M -13,325 -24%
SAM
184
Strategy Asset Managers
California
$4.18M -$610K -6,255 -13%
JIR
185
James Investment Research
Ohio
$4.18M +$1.83M +18,759 +78%
SAS
186
Sage Advisory Services
Texas
$4.16M -$91.9K -943 -2%
SWM
187
Spire Wealth Management
Virginia
$4.08M -$712K -7,306 -15%
BCM
188
Boltwood Capital Management
California
$4.06M +$458K +4,698 +13%
Goldman Sachs
189
Goldman Sachs
New York
$4.01M -$582K -5,966 -13%
ACM
190
Antonetti Capital Management
Florida
$3.94M -$78K -800 -2%
QFA
191
Quattro Financial Advisors
Texas
$3.92M +$3.92M +40,233 New
JC
192
JB Capital
Connecticut
$3.91M -$1.27M -12,984 -24%
PCM
193
Parsons Capital Management
Rhode Island
$3.85M -$790K -8,100 -17%
BWP
194
Bernardo Wealth Planning
Pennsylvania
$3.83M -$140K -1,436 -4%
NCM
195
Northwest Capital Management
Oregon
$3.8M -$210K -2,150 -5%
WI
196
WrapManager Inc
California
$3.78M +$25.3K +260 +0.7%
NRA
197
NSI Retail Advisors
Pennsylvania
$3.75M – – –
CA
198
CSM Advisors
Pennsylvania
$3.75M – – –
FAG
199
Financial Advisory Group
Texas
$3.7M +$2.98M +30,601 +419%
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
$3.65M – – –
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8
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