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iShares MBS ETF
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Overview Fund Activity

710 hedge funds and large institutions have $20.6B invested in iShares MBS ETF in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 213 increasing their positions, 324 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
11.24%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
84
Increased
213
Reduced
324
Closed
85
Calls
$167M
Puts
$13.9M
Net Calls
+$153M
Net Calls Change
+$154M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.6B
2
AF
Allworth Financial
California
$139M
3
CW
Connectus Wealth
Ohio
$66.6M
4
BA
Bridgewater Associates
Connecticut
$65.6M
5
CSIA
Charles Schwab Investment Advisory
California
$284M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.12B
2
Jane Street
Jane Street
New York
$0
3
Wells Fargo
Wells Fargo
California
$262M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.81M
5
GPC
Garrison Point Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
Stratos Wealth Partners
Ohio
$3.2M +$277K +2,722 +10%
FA
227
Forefront Analytics
Pennsylvania
$3.19M +$20K +197 +0.6%
JFGIW
228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.19M +$61.4K +603 +2%
PFG
229
PAX Financial Group
Texas
$3.16M -$213K -2,087 -6%
SFA
230
Sequoia Financial Advisors
Ohio
$3.15M -$33.4K -328 -1%
NCM
231
NCM Capital Management
New Jersey
$3.14M +$3.14M +30,789 New
AR
232
Advisory Research
Illinois
$3.13M -$847K -8,310 -21%
AAM
233
Autus Asset Management
Arizona
$3.1M -$2.11M -20,678 -40%
VT
234
Vise Technologies
New York
$3.09M +$3.09M +30,286 New
CAN
235
Cetera Advisor Networks
California
$3.06M -$2.39M -23,430 -44%
T
236
TNF
Montana
$3.05M -$351K -3,595 -10%
VAS
237
Vestmark Advisory Solutions
Massachusetts
$3.01M +$547K +5,373 +22%
IF
238
IRON Financial
Illinois
$2.97M -$3.18M -31,252 -52%
BEC
239
Blue Edge Capital
Virginia
$2.9M -$59K -579 -2%
FF
240
Friedenthal Financial
New Jersey
$2.74M +$156K +1,528 +6%
TCWA
241
Ten Capital Wealth Advisors
Washington
$2.74M +$539K +5,288 +24%
FWP
242
FAS Wealth Partners
Kansas
$2.68M +$83.3K +818 +3%
TPWA
243
TRUE Private Wealth Advisors
Oregon
$2.66M -$393K -3,997 -13%
GSWM
244
Golden State Wealth Management
California
$2.64M -$754K -7,406 -22%
HFA
245
High Falls Advisors
New York
$2.63M -$276K -2,706 -9%
NL
246
NWAM LLC
Washington
$2.56M -$1.37M -13,398 -35%
CWP
247
Concord Wealth Partners
Virginia
$2.54M -$849K -8,336 -25%
OAM
248
Oppenheimer Asset Management
New York
$2.52M +$50.8K +499 +2%
SAS
249
Stelac Advisory Services
New York
$2.48M -$1.41M -13,849 -36%
JIR
250
James Investment Research
Ohio
$2.45M -$374K -3,675 -13%
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