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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 %
FA
351
FC Advisory
Pennsylvania
$1.11M +$199K +1,950 +22%
KWS
352
Keystone Wealth Services
California
$1.11M -$72.8K -715 -6%
CAM
353
Cresset Asset Management
Illinois
$1.09M +$25.2K +247 +2%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M -$121K -1,189 -10%
GIA
355
Gladstone Institutional Advisory
Florida
$1.06M -$43.9K -431 -4%
CA
356
Cetera Advisors
Colorado
$1.04M -$222K -2,180 -18%
BHWM
357
Bar Harbor Wealth Management
New Hampshire
$1.04M -$77.1K -756 -7%
FIA
358
Foundations Investment Advisors
Arizona
$1.03M +$331K +3,346 +47%
CWS
359
Cypress Wealth Services
California
$1.03M -$288K -2,823 -22%
MFG
360
MidWestOne Financial Group
Iowa
$1.02M -$260K -2,550 -20%
OPS
361
Orion Portfolio Solutions
Nebraska
$1.01M -$3.56M -34,952 -78%
AF
362
Advisornet Financial
Minnesota
$1.01M +$479K +4,707 +91%
FWM
363
Focused Wealth Management
New York
$982K +$12.6K +124 +1%
AFS
364
Annapolis Financial Services
Maryland
$980K – – –
SC
365
Sierra Capital
Florida
$954K +$450K +4,414 +89%
FNBOSM
366
First National Bank of South Miami
Florida
$950K -$17.3K -170 -2%
CF
367
Centaurus Financial
California
$943K -$6.47M -63,518 -87%
TFA
368
Teamwork Financial Advisors
Texas
$938K -$296K -2,903 -24%
PJSIMP
369
P.J. Schmidt Investment Management (PJS)
Wisconsin
$933K -$419K -4,270 -31%
ACM
370
Anfield Capital Management
California
$931K +$475K +4,667 +104%
MA
371
MUFG Americas
New York
$930K +$92K +903 +11%
WAS
372
Wealth Advisory Solutions
Indiana
$929K +$929K +9,117 New
AWM
373
Alterna Wealth Management
Texas
$913K -$428K -4,205 -32%
Schroder Investment Management Group
374
Schroder Investment Management Group
United Kingdom
$905K +$905K +8,893 New
TI
375
Tidal Investments
Wisconsin
$889K +$889K +8,724 New
13 14
15
16 17