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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 %
Lido Advisors
376
Lido Advisors
California
$880K +$52.4K +515 +6%
BFA
377
BMS Financial Advisors
South Dakota
$868K +$9.07K +89 +1%
TCA
378
Transcend Capital Advisors
New Jersey
$864K -$1.11M -10,894 -56%
FAIM
379
Financial Advocates Investment Management
Washington
$852K +$586K +5,759 +220%
BAM
380
BTS Asset Management
Massachusetts
$851K – – –
PBO
381
Peoples Bank (Ohio)
Ohio
$848K +$596K +5,850 +236%
UL
382
Unionview LLC
Washington
$845K +$845K +8,294 New
AP
383
Advisor Partners
California
$844K +$844K +8,277 New
CA
384
Corrado Advisors
New Jersey
$836K -$3.53M -34,641 -81%
MC
385
Moors & Cabot
Massachusetts
$828K +$68.3K +671 +9%
B
386
Barings
North Carolina
$825K – – –
LTI
387
Laffer Tengler Investments
Tennessee
$820K -$123K -1,204 -13%
CC
388
Cypress Capital
Tennessee
$819K -$19.8K -194 -2%
DG
389
DMC Group
Alabama
$800K -$52.3K -535 -6%
FAM
390
Frontier Asset Management
Wyoming
$797K +$6.01K +59 +0.8%
ECA
391
Elevated Capital Advisors
Utah
$757K +$757K +7,433 New
PFG
392
Pacific Financial Group
Washington
$747K +$66K +648 +10%
FAG
393
Financial Advisory Group
Texas
$744K -$86.1K -845 -10%
TC
394
Telemus Capital
Michigan
$743K -$44.6K -438 -6%
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$742K -$18.8M -184,908 -96%
FCBT
396
First Citizens Bank & Trust
North Carolina
$735K +$251K +2,462 +52%
OPA
397
Old Port Advisors
Maine
$729K -$150K -1,477 -17%
SLWA
398
San Luis Wealth Advisors
California
$728K +$728K +6,779 New
KFSC
399
Keystone Financial Services (Colorado)
Colorado
$718K -$69.5K -713 -9%
SMG
400
Spectrum Management Group
Indiana
$708K -$116K -1,143 -14%
14 15
16
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