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iShares MBS ETF
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Overview Fund Activity

721 hedge funds and large institutions have $23B invested in iShares MBS ETF in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 257 increasing their positions, 261 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+40
Holders Change %
+5.87%
% of All Funds
11.14%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.85%
New
124
Increased
257
Reduced
261
Closed
72
Calls
$204K
Puts
$731K
Net Calls
-$527K
Net Calls Change
+$251K

Top Buyers

1
Jane Street
Jane Street
New York
$345M
2
Bank of America
Bank of America
North Carolina
$8.34B
3
TF
TIAA FSB
Florida
$201M
4
Citadel Advisors
Citadel Advisors
Florida
$90.5M
5
CSIA
Charles Schwab Investment Advisory
California
$233M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$0
2
Stifel Financial
Stifel Financial
Missouri
$255M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$301M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$0
5
DIP
DT Investment Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
751
Vigilare Wealth Management
Arizona
– -$489K -4,522 Closed
AP
752
Advisor Partners
California
– -$475K -4,391 Closed
Barclays
753
Barclays
United Kingdom
– -$442K -4,086 Closed
BFA
754
Beacon Financial Advisory
Ohio
– -$414K -3,824 Closed
LA
755
LVW Advisors
New York
– -$392K -3,627 Closed
KA
756
Kovack Advisors
Florida
– -$389K -3,600 Closed
EWA
757
EP Wealth Advisors
California
– -$388K -3,584 Closed
USCWA
758
U.S. Capital Wealth Advisors
Texas
– -$387K -3,582 Closed
WANY
759
Wealthspire Advisors (New York)
New York
– -$365K -3,376 Closed
BAM
760
Barrett Asset Management
New York
– -$335K -3,095 Closed
RWB
761
RMR Wealth Builders
New Jersey
– -$313K -2,899 Closed
RPG
762
Resource Planning Group
Georgia
– -$272K -2,518 Closed
WWM
763
WT Wealth Management
Arizona
– -$263K -2,428 Closed
Principal Financial Group
764
Principal Financial Group
Iowa
– -$238K -2,200 Closed
WIC
765
Whitegate Investment Counselors
New Hampshire
– -$236K -2,186 Closed
RIA
766
Realta Investment Advisors
Delaware
– -$233K -2,152 Closed
SFG
767
SevenBridge Financial Group
Pennsylvania
– -$232K -2,149 Closed
MGIA
768
Moneta Group Investment Advisors
Missouri
– -$226K -2,090 Closed
RA
769
Riversedge Advisors
Delaware
– -$225K -2,085 Closed
TWM
770
Titus Wealth Management
California
– -$205K -1,885 Closed
GPA
771
Guidance Point Advisors
Massachusetts
– -$186K -1,721 Closed
Bessemer Group
772
Bessemer Group
New Jersey
– -$150K -1,388 Closed
AIA
773
Angeles Investment Advisors
California
– -$104K -960 Closed
AWA
774
Arkadios Wealth Advisors
Georgia
– -$91K -850 Closed
SFC
775
SYM Financial Corp
Indiana
– -$85K -784 Closed
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