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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 %
RJT
326
Raymond James Trust
Florida
$1.33M -$222K -2,184 -14%
JWCA
327
J.W. Cole Advisors
Florida
$1.32M +$211K +2,073 +19%
PA
328
Parallel Advisors
California
$1.31M -$355K -3,491 -21%
SPAS
329
Spectrum Planning & Advisory Services
California
$1.3M -$188K -1,846 -13%
WP
330
WealthShield Partners
North Carolina
$1.3M +$66.9K +657 +5%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$1.28M -$76.7K -753 -6%
RIA
332
Regal Investment Advisors
Michigan
$1.27M +$22.9K +225 +2%
GFPC
333
Global Financial Private Client
Florida
$1.25M +$35.5K +351 +3%
Marshall Wace
334
Marshall Wace
United Kingdom
$1.24M -$2.58M -25,360 -68%
Financial Engines Advisors
335
Financial Engines Advisors
California
$1.23M +$942K +9,248 +333%
GSEP
336
Golden State Equity Partners
California
$1.22M +$1.22M +12,004 New
TWM
337
Tradition Wealth Management
Minnesota
$1.22M -$3.16M -30,975 -72%
GVAG
338
Great Valley Advisor Group
Delaware
$1.21M +$203K +1,997 +20%
SFA
339
Source Financial Advisors
New York
$1.21M -$204K -2,003 -14%
MHB
340
Midwest Heritage Bank
Iowa
$1.2M -$422K -4,143 -26%
DAS
341
Dynamic Advisor Solutions
Arizona
$1.18M +$133K +1,302 +13%
DWT
342
Dorsey & Whitney Trust
South Dakota
$1.17M – – –
HFW
343
Horizon Family Wealth
Illinois
$1.15M -$2.45K -24 -0.2%
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$1.13M -$959K -9,415 -46%
RW
345
Rede Wealth
Virginia
$1.13M +$174K +1,704 +18%
SB
346
Strategic Blueprint
Georgia
$1.12M -$359K -3,520 -24%
SPC
347
Sigma Planning Corp
Michigan
$1.12M -$92.8K -911 -8%
WIA
348
World Investment Advisors
California
$1.12M -$67.2K -660 -6%
PG
349
Patten Group
Tennessee
$1.11M -$120K -1,180 -10%
QCMNJ
350
Quantum Capital Management (New Jersey)
New Jersey
$1.11M -$9.27K -91 -0.8%
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