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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 %
CAN
426
Claraphi Advisory Network
United States
$583K +$37.3K +366 +7%
LWANC
427
Laurel Wealth Advisors (North Carolina)
North Carolina
$572K -$1.57M -15,436 -73%
CB
428
Commerce Bank
Missouri
$571K -$968K -9,503 -63%
CWG
429
Crown Wealth Group
North Carolina
$571K -$331K -3,243 -37%
TPA
430
Trivium Point Advisory
Connecticut
$569K -$155K -1,545 -21%
CFMC
431
Curbstone Financial Management Corp
New Hampshire
$569K – – –
SW
432
SVB Wealth
Massachusetts
$564K -$62K -609 -10%
VCA
433
Verdence Capital Advisors
Maryland
$562K -$314K -3,080 -36%
SPI
434
Sutton Place Investors
New York
$562K -$190K -1,939 -25%
CCA
435
Catalyst Capital Advisors
New York
$562K -$32.6K -320 -5%
CWM
436
Cahaba Wealth Management
Georgia
$543K -$5.49K -56 -1%
LWAC
437
Laurel Wealth Advisors (California)
California
$543K +$543K +5,330 New
AWM
438
Apollon Wealth Management
South Carolina
$540K +$115K +1,127 +27%
SG
439
StoneX Group
New York
$534K -$55.9K -549 -9%
SP
440
Successful Portfolios
Florida
$533K -$509 -5 -0.1%
DC
441
Davenport & Co
Virginia
$529K -$140K -1,379 -21%
RPWA
442
Regent Peak Wealth Advisors
Georgia
$526K – – –
AIC
443
Argus Investors Counsel
New York
$517K – – –
CA
444
CoreCap Advisors
Michigan
$513K -$85.6K -839 -14%
AGA
445
Arkos Global Advisors
Texas
$511K -$917 -9 -0.2%
JG
446
Jefferies Group
New York
$509K +$509K +5,000 New
WFA
447
Wellspring Financial Advisors
Ohio
$506K -$183K -1,795 -27%
VC
448
Veracity Capital
Georgia
$505K -$15K -147 -3%
MSL
449
Mackay Shields LLC
New York
$502K +$223K +2,190 +80%
APA
450
American Portfolios Advisors
New York
$502K -$33.8K -332 -6%
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