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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 %
RFC
451
Regions Financial Corp
Alabama
$500K -$102 -1 -0%
MSFS
452
Main Street Financial Solutions
Pennsylvania
$497K -$29K -285 -6%
RF
453
RHS Financial
California
$497K +$143K +1,400 +40%
CIAS
454
Capital Investment Advisory Services
North Carolina
$493K -$397K -3,891 -45%
SFS
455
Security Financial Services
Indiana
$493K -$179K -1,755 -27%
IGWM
456
ICA Group Wealth Management
Colorado
$490K +$490K +5,008 New
SS
457
Simplicity Solutions
Minnesota
$485K +$485K +4,763 New
CAG
458
Csenge Advisory Group
Florida
$477K -$474K -4,647 -50%
SW
459
Solidarity Wealth
Utah
$477K +$477K +4,868 New
OC
460
Oppenheimer & Co
New York
$471K -$641K -6,295 -58%
IAS
461
IMA Advisory Services
Colorado
$471K – – –
CAM
462
Concorde Asset Management
Michigan
$469K -$823K -8,078 -64%
MSWMA
463
Market Street Wealth Management Advisors
Indiana
$468K -$58.9K -578 -11%
PCG
464
Private Capital Group
Connecticut
$467K -$15.6K -153 -3%
FT
465
Fiduciary Trust
Massachusetts
$466K -$275K -2,705 -37%
OAP
466
One Advisory Partners
Kansas
$459K -$16.4K -161 -3%
T
467
TRUADVICE
Florida
$458K +$17.5K +179 +4%
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$454K -$2.87M -28,189 -86%
4WM
469
4J Wealth Management
Virginia
$446K -$17K -167 -4%
CFG
470
Cooper Financial Group
California
$434K +$112K +1,099 +35%
WPA
471
West Paces Advisors
Georgia
$433K +$433K +4,250 New
OBWG
472
Onyx Bridge Wealth Group
New York
$430K -$331K -3,349 -43%
LWM
473
Laidlaw Wealth Management
New York
$421K -$20K -196 -5%
AWM
474
Accurate Wealth Management
Florida
$416K +$416K +4,086 New
CAMV
475
Concord Asset Management (Virginia)
Virginia
$415K -$149K -1,466 -26%
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