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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.

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
1
JPMorgan Chase & Co
New York
$2.6B
2
AF
2
Allworth Financial
California
$139M
3
CW
3
Connectus Wealth
Ohio
$66.6M
4
BA
4
Bridgewater Associates
Connecticut
$65.6M
5
CSIA
5
Charles Schwab Investment Advisory
California
$284M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.12B
2
Jane Street
2
Jane Street
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$262M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$3.81M
5
GPC
5
Garrison Point Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
76
State of Michigan Retirement System
Michigan
$23M – – –
IWC
77
Integrated Wealth Concepts
Massachusetts
$22.4M +$8.66M +84,964 +63%
CI Investments Inc
78
CI Investments Inc
Ontario, Canada
$22.3M +$18.9M +186,000 +557%
IWS
79
Insight Wealth Strategies
California
$22.3M +$661K +6,489 +3%
CW
80
CreativeOne Wealth
Kansas
$22.2M +$1.96M +19,235 +10%
PSUF
81
People's United Financial
Connecticut
$22.1M -$4.16M -40,843 -16%
FM
82
Foster & Motley
Ohio
$22.1M +$285K +2,794 +1%
Franklin Resources
83
Franklin Resources
California
$21.8M -$2.21M -21,698 -9%
US Bancorp
84
US Bancorp
Minnesota
$21.5M -$1.21M -11,844 -5%
AAP
85
Arax Advisory Partners
Colorado
$20.8M +$20.3M +198,846 +3,914%
GGS
86
Galvin Gaustad & Stein
Arizona
$20.6M +$236K +2,317 +1%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$20.6M -$743K -7,293 -3%
CCA
88
Checchi Capital Advisers
California
$20M +$6.72M +65,969 +51%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$19.5M +$6.94M +68,425 +55%
NC
90
NewSquare Capital
Pennsylvania
$19.3M -$185K -1,812 -0.9%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$18.9M +$10.1M +99,332 +115%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$18.8M -$1.55M -15,188 -8%
RWM
93
RKL Wealth Management
Pennsylvania
$18.7M +$635K +6,234 +4%
BOPW
94
Brandywine Oak Private Wealth
Pennsylvania
$18.2M -$660K -6,465 -4%
CL
95
CIM LLC
New York
$18.1M -$824K -8,304 -4%
AC
96
Annandale Capital
Texas
$18M +$1.04M +10,254 +6%
DHFB
97
Dixon Hubard Feinour & Brown
Virginia
$16.7M +$451K +4,427 +3%
MNG
98
Manning & Napier Group
New York
$16.2M -$17.8M – –
5L
99
55I LLC
Massachusetts
$16.1M -$1.93M -18,932 -11%
CIC
100
Cutler Investment Counsel
Oregon
$16M +$3.4M +33,362 +27%
2 3
4
5 6