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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.

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
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$32.4M
5
CW
5
Connectus Wealth
Ohio
$74M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.7B 72,203,910 +5,946,104 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.3B 24,748,635 +13,675,236 +123%
AWA
3
Arete Wealth Advisors
Illinois
$2.28B 24,563 +18,486 +304%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.11B 22,720,726 +1,567,678 +7%
Ameriprise
5
Ameriprise
Minnesota
$958M 10,323,631 +391,759 +4%
Morgan Stanley
6
Morgan Stanley
New York
$665M 7,170,968 +1,642,304 +30%
LPL Financial
7
LPL Financial
California
$590M 6,361,623 +2,945,924 +86%
CSIA
8
Charles Schwab Investment Advisory
California
$418M 4,508,863 +460,611 +11%
Truist Financial
9
Truist Financial
North Carolina
$301M 3,249,610 +32,113 +1%
RBA
10
Richard Bernstein Advisors
New York
$247M 2,662,283 -153,870 -5%
Stifel Financial
11
Stifel Financial
Missouri
$243M 2,621,585 +64,285 +3%
TF
12
TIAA FSB
Florida
$213M 2,283,330 -42,215 -2%
AF
13
Allworth Financial
California
$213M 2,292,053 +63,411 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$209M 2,251,235 -803,416 -26%
Osaic Holdings
15
Osaic Holdings
Arizona
$204M 2,195,719 +1,413,576 +181%
BlackRock
16
BlackRock
New York
$203M 2,190,575 +694,627 +46%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$201M 2,166,819 +1,669,965 +336%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$201M 2,166,700 +274,593 +15%
Wells Fargo
19
Wells Fargo
California
$189M 2,042,677 -149,110 -7%
UCFA
20
United Capital Financial Advisors
Texas
$189M 2,034,063 -153,072 -7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$167M 1,798,515 +935,565 +108%
UBS Group
22
UBS Group
Switzerland
$143M 1,546,777 +330,052 +27%
PI
23
PFS Investments
Georgia
$140M 1,505,543 +502,927 +50%
BA
24
Bridgewater Associates
Connecticut
$138M 1,492,000 +185,000 +14%
PAS
25
Park Avenue Securities
New York
$130M 1,403,898 +1,154,655 +463%
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