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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 %
OLVIG
551
Oliver Lagore Vanvalin Investment Group
Michigan
$254K +$254K +2,372 New
EBT
552
Enterprise Bank & Trust
Massachusetts
$253K – – –
WF
553
Welch & Forbes
Massachusetts
$252K -$60K -590 -19%
OWA
554
Outlook Wealth Advisors
Texas
$247K -$510 -5 -0.2%
TC
555
Truvestments Capital
Florida
$243K +$102 +1 +0%
NAMM
556
NorthStar Asset Management (Massachusetts)
Massachusetts
$241K – – –
IDA
557
Intelligence Driven Advisers
California
$241K +$241K +2,406 New
MRC
558
Millburn Ridgefield Corp
New York
$238K -$397K -3,894 -63%
LSPW
559
Lake Street Private Wealth
Illinois
$238K -$4.69K -46 -2%
RWM
560
Rezny Wealth Management
Florida
$238K – – –
TCBWMS
561
Texas Capital Bank Wealth Management Services
Texas
$238K +$238K +2,341 New
TWM
562
Trinity Wealth Management
Pennsylvania
$237K -$81.7K -800 -26%
FFA
563
Founders Financial Alliance
North Carolina
$237K -$18K -177 -7%
CBFP
564
Cedar Brook Financial Partners
Ohio
$235K -$84.8K -831 -27%
RCM
565
Requisite Capital Management
Texas
$234K +$30.5K +300 +15%
LWA
566
Lenox Wealth Advisors
New York
$231K +$996 +10 +0.4%
IWA
567
IVC Wealth Advisors
Pennsylvania
$230K +$230K +2,259 New
MGIA
568
Moneta Group Investment Advisors
Missouri
$225K +$225K +2,209 New
HWM
569
Hohimer Wealth Management
Washington
$224K +$224K +2,200 New
BCI
570
Brinker Capital Investments
Pennsylvania
$223K +$13.2K +130 +6%
BBA
571
Braun-Bostich & Associates
Pennsylvania
$221K +$221K +2,166 New
IF
572
Intrua Financial
Texas
$217K -$28K -275 -11%
TBWA
573
Three Bridge Wealth Advisors
California
$216K +$216K +2,119 New
RFN
574
Redwood Financial Network
Ohio
$214K +$214K +2,100 New
AWA
575
Artemis Wealth Advisors
New York
$211K +$18.2K +179 +9%
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