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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 %
WCM
301
Wealthcare Capital Management
Virginia
$1.64M +$207K +2,028 +14%
Invesco
302
Invesco
Georgia
$1.63M – – –
VFA
303
Values First Advisors
Tennessee
$1.62M +$48.1K +472 +3%
FNB
304
Farmers National Bank
Kentucky
$1.61M – – –
GM
305
GeoWealth Management
Illinois
$1.61M -$41.5K -407 -3%
BRWA
306
B. Riley Wealth Advisors
Florida
$1.6M -$248K -2,436 -13%
PWM
307
Perigon Wealth Management
California
$1.58M +$93.1K +914 +6%
MA
308
Mutual Advisors
Nebraska
$1.57M -$368K -3,613 -19%
APW
309
Austin Private Wealth
Texas
$1.57M -$347K -3,402 -18%
CNC
310
Citizens & Northern Corp
Pennsylvania
$1.55M -$126K -1,235 -7%
PPP
311
Private Portfolio Partners
New Jersey
$1.54M +$57.5K +564 +4%
BOTW
312
Bank of the West
California
$1.53M -$34.6K -340 -2%
CFD
313
Creative Financial Designs
Indiana
$1.5M -$73.2K -718 -5%
DADC
314
D.A. Davidson & Co
Montana
$1.5M -$438K -4,299 -23%
EA
315
Emerald Advisors
Washington
$1.49M +$214K +2,102 +17%
FNC
316
First National Corp
Massachusetts
$1.48M +$214K +2,101 +17%
RIM
317
Rockbridge Investment Management
New York
$1.47M +$1.08M +10,689 +281%
SF
318
Synovus Financial
Georgia
$1.45M +$52.9K +519 +4%
T
319
TCWP
Ohio
$1.44M -$8.87M -87,084 -86%
JCM
320
Jacobi Capital Management
Pennsylvania
$1.42M +$18.4K +181 +1%
WS
321
Wedbush Securities
California
$1.41M +$428K +4,201 +43%
Comerica Bank
322
Comerica Bank
Texas
$1.41M +$376K +3,813 +36%
WFA
323
Wells Financial Advisors
Massachusetts
$1.35M -$15.3K -150 -1%
TI
324
tru Independence
Oregon
$1.34M +$52.5K +516 +4%
OIA
325
OneDigital Investment Advisors
Kansas
$1.33M -$18.7K -184 -1%
11 12
13
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