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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 %
LCC
201
Lincoln Capital Corp
Rhode Island
$5.37M +$5.37M +57,864 New
FRA
202
FFG Retirement Advisors
Colorado
$5.36M +$5.36M +57,828 New
BF
203
Blankinship & Foster
California
$5.34M +$3.92M +42,237 +276%
CWM
204
Congress Wealth Management
Massachusetts
$5.31M +$396K +4,265 +8%
Goldman Sachs
205
Goldman Sachs
New York
$4.98M +$736K +7,940 +17%
PAIA
206
Park Avenue Institutional Advisers
New York
$4.95M – – –
ASN
207
Advisory Services Network
Georgia
$4.89M +$2.73M +29,399 +126%
SWA
208
Stratos Wealth Advisors
Ohio
$4.87M +$3.08M +33,203 +172%
TCA
209
Transcend Capital Advisors
New Jersey
$4.72M +$732K +7,892 +18%
1WM
210
1900 Wealth Management
Texas
$4.6M -$264K -2,848 -5%
SPIA
211
Steward Partners Investment Advisory
New York
$4.6M +$3.27M +35,273 +246%
EP
212
Essential Planning
New Hampshire
$4.57M +$4.57M +50,242 New
SAS
213
Sage Advisory Services
Texas
$4.57M +$657K +7,087 +17%
RAM
214
Riggs Asset Management
Pennsylvania
$4.54M +$2.03M +21,833 +81%
PAG
215
Private Advisor Group
New Jersey
$4.5M +$1.08M +18,716 +32%
PWM
216
Perigon Wealth Management
California
$4.49M +$2.88M +31,055 +179%
VFA
217
Voya Financial Advisors
Connecticut
$4.45M -$93 -1 -0%
PG
218
Proffitt & Goodson
Tennessee
$4.41M +$532K +5,739 +14%
PPC
219
Park Place Capital
Alabama
$4.34M +$4.34M +46,780 New
VAS
220
Vestmark Advisory Solutions
Massachusetts
$4.32M +$907K +9,779 +27%
NL
221
NWAM LLC
Washington
$4.27M +$2.59M +27,974 +155%
C1AG
222
Client 1st Advisory Group
Florida
$4.25M +$342K +3,682 +9%
HPM
223
Hoxton Planning & Management
West Virginia
$4.24M +$4.24M +45,738 New
JW
224
Jenkins Wealth
Colorado
$4.17M +$4.17M +44,998 New
CGFA
225
Colton Groome Financial Advisors
North Carolina
$4.12M +$2.94M +31,657 +247%
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