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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
$2.6B
2
AF
Allworth Financial
California
$139M
3
CW
Connectus Wealth
Ohio
$66.6M
4
BA
Bridgewater Associates
Connecticut
$65.6M
5
CSIA
Charles Schwab Investment Advisory
California
$284M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$7.12B
2
Jane Street
Jane Street
New York
$0
3
Wells Fargo
Wells Fargo
California
$262M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.81M
5
GPC
Garrison Point Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
701
Sound Income Strategies
Florida
$3K – – –
CMA
702
Cedar Mountain Advisors
Oregon
$3K – – –
GWANC
703
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K – – –
ADL
704
Asset Dedication LLC
California
$2K – – –
PA
705
PSI Advisors
Florida
$2K – – –
EW
706
Element Wealth
Mississippi
$2K – – –
OSAM
707
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +24 New
MAM
708
Meeder Asset Management
Ohio
$1K -$2.21M -17,711 -100%
AWM
709
Avior Wealth Management
Nebraska
$1K -$6.9K -69 -87%
QC
710
Quent Capital
New York
$1K – – –
KFI
711
Key Financial Inc
Pennsylvania
$1K – – –
PMFA
712
Plante Moran Financial Advisors
Michigan
$1K +$1K +5 New
NDSI
713
Newman Dignan & Sheerar Inc
Rhode Island
$344 +$1 +7 +0.2%
Jane Street
714
Jane Street
New York
– -$345M -3,207,216 Closed
GPC
715
Garrison Point Capital
California
– -$111M -1,033,000 Closed
MAM
716
Madison Asset Management
Wisconsin
– -$49.4M -459,572 Closed
WG
717
Winton Group
United Kingdom
– -$22.6M -210,665 Closed
Natixis Advisors
718
Natixis Advisors
Massachusetts
– -$15.9M -147,592 Closed
NCM
719
Northland Capital Management
Minnesota
– -$12.8M -118,962 Closed
HW
720
Hedeker Wealth
Illinois
– -$9.18M -85,418 Closed
SWM
721
Scissortail Wealth Management
Oklahoma
– -$9.05M -84,248 Closed
EC
722
Elequin Capital
New York
– -$8.85M -82,407 Closed
RA
723
Rational Advisors
New York
– -$8.51M -79,221 Closed
WCA
724
Westover Capital Advisors
Delaware
– -$8.23M -76,565 Closed
BL
725
BFSG LLC
California
– -$6.2M -57,678 Closed
27 28
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