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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
1
Arete Wealth Advisors
Illinois
$2.28B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3B
3
Bank of America
3
Bank of America
North Carolina
$6.7B
4
LPL Financial
4
LPL Financial
California
$590M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$201M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$991K
2
Jane Street
2
Jane Street
New York
$42.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209M
4
UBS AM
4
UBS AM
Illinois
$12.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
176
Geneos Wealth Management
Colorado
$7.29M -$177K -1,903 -2%
WCWM
177
Wooster Corthell Wealth Management
Connecticut
$7.21M +$74.3K +801 +1%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$7.11M -$2.57M -27,702 -27%
PGA
179
Portland Global Advisors
Maine
$6.95M -$391K -4,220 -5%
CCA
180
Checchi Capital Advisers
California
$6.75M +$1.01M +10,882 +18%
GRP
181
Global Retirement Partners
California
$6.75M -$1.86M -20,017 -22%
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$6.68M +$6.28M +67,758 +1,601%
MWM
183
Merriman Wealth Management
Washington
$6.67M +$6.67M +71,905 New
LG
184
Leuthold Group
Minnesota
$6.63M +$252K +2,717 +4%
SFS
185
Security Financial Services
Indiana
$6.61M +$5.96M +64,290 +916%
FEG
186
Financial Enhancement Group
Indiana
$6.59M +$6.59M +69,390 New
VT
187
Vise Technologies
New York
$6.53M +$1.29M +13,863 +25%
SA
188
Scarborough Advisors
Maryland
$6.41M +$6.41M +69,140 New
First Trust Advisors
189
First Trust Advisors
Illinois
$6.33M +$1.45M +15,587 +30%
BHWM
190
Bay Harbor Wealth Management
Maryland
$6.28M +$4.56M +49,202 +266%
OPS
191
Orion Portfolio Solutions
Nebraska
$5.99M +$5.07M +54,643 +548%
SL
192
Sentinus LLC
Illinois
$5.97M +$4.4M +47,500 +281%
CCWA
193
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.88M +$5.88M +63,432 New
MFG
194
Merit Financial Group
Georgia
$5.88M +$5.16M +55,658 +721%
Cerity Partners
195
Cerity Partners
New York
$5.88M +$5.88M +63,351 New
WWG
196
West Wealth Group
California
$5.65M +$4.18M +45,014 +284%
CM
197
Cornerstone Management
Georgia
$5.64M +$269K +2,905 +5%
I
198
INVST
Indiana
$5.58M +$4.76M +49,633 +582%
DBT
199
Dubuque Bank & Trust
Iowa
$5.51M -$809K -8,722 -13%
HighTower Advisors
200
HighTower Advisors
Illinois
$5.4M +$3.44M +37,000 +175%
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