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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
+$784M
2
AF
Allworth Financial
California
+$116M
3
CW
Connectus Wealth
Ohio
+$66.6M
4
BA
Bridgewater Associates
Connecticut
+$65.6M
5
CSIA
Charles Schwab Investment Advisory
California
+$63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$784M
2
Jane Street
Jane Street
New York
-$345M
3
Wells Fargo
Wells Fargo
California
-$204M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
5
GPC
Garrison Point Capital
California
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
276
Quantitative Advantage
Minnesota
$2.05M +$395K +3,878 +24%
LA
277
Lindenwold Advisors
Pennsylvania
$2.03M +$187K +1,837 +10%
Citadel Advisors
278
Citadel Advisors
Florida
$2M -$83.8M -822,651 -98%
FNBT
279
FineMark National Bank & Trust
Florida
$1.99M – – –
TLFA
280
True Link Financial Advisors
California
$1.97M -$351K -3,443 -15%
HWM
281
HB Wealth Management
Georgia
$1.97M +$1.97M +19,304 New
HWMA
282
Heritage Wealth Management (Arizona)
Arizona
$1.96M +$1.96M +19,203 New
Creative Planning
283
Creative Planning
Kansas
$1.93M -$355K -3,483 -16%
JWCA
284
J.W. Coons Advisors
Ohio
$1.92M +$38.6K +380 +2%
SWM
285
SigFig Wealth Management
California
$1.86M -$16.6K -155 -0.9%
WWG
286
West Wealth Group
California
$1.84M -$1.66M -16,282 -47%
SMI
287
Shelter Mutual Insurance
Missouri
$1.83M – – –
BHWM
288
Bay Harbor Wealth Management
Maryland
$1.83M +$36K +353 +2%
ACS
289
Archford Capital Strategies
Illinois
$1.83M -$154K -1,531 -8%
RCAG
290
Rehmann Capital Advisory Group
Michigan
$1.82M -$5.71K -56 -0.3%
IA
291
IFP Advisors
Florida
$1.79M +$79.5K +742 +5%
BWL
292
Bogart Wealth LLC
Virginia
$1.77M -$102 -1 -0%
IWP
293
Icon Wealth Partners
Texas
$1.75M +$136K +1,334 +8%
WFC
294
Western Financial Corp
California
$1.75M -$2.99M -29,372 -63%
OWA
295
One Wealth Advisors
California
$1.74M -$247K -2,429 -12%
BF
296
BOK Financial
Oklahoma
$1.73M +$669K +6,570 +63%
LA
297
Latitude Advisors
Florida
$1.71M +$552K +5,419 +48%
SWA
298
Stratos Wealth Advisors
Ohio
$1.71M -$3.46M -33,977 -67%
DFC
299
DB Fitzpatrick & Co
Idaho
$1.65M -$8.87K -87 -0.5%
AIM
300
Acropolis Investment Management
Missouri
$1.64M -$110K -1,079 -6%
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