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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$15M -$1.01M -9,539 -6%
WCF
102
West Coast Financial
California
$14.9M +$1.95M +19,157 +15%
TAIM
103
TD Ameritrade Investment Management
Nebraska
$14.7M -$1.65M -16,222 -10%
Betterment LLC
104
Betterment LLC
New York
$14.7M +$1.34M +13,108 +10%
KWM
105
Kingsview Wealth Management
Oregon
$14.7M +$7.59M +74,532 +107%
CFAM
106
Coury Firm Asset Management
Pennsylvania
$14.1M +$878K +8,614 +7%
HH
107
Hilltop Holdings
Texas
$14M -$1.79M -17,527 -11%
FA
108
FDx Advisors
Illinois
$14M +$2.55M +25,028 +22%
MYAM
109
Meiji Yasuda Asset Management
Japan
$13.6M -$1.43M -14,021 -10%
BCM
110
Brookstone Capital Management
Illinois
$13.4M -$539K -5,429 -4%
PL
111
Protective Life
Alabama
$12.6M – – –
BCV
112
Banque Cantonale Vaudoise
Switzerland
$12.5M – – –
ECM
113
Evergreen Capital Management
Washington
$11.7M -$1.53M -15,030 -12%
IAN
114
Integrated Advisors Network
Texas
$11.6M -$937K -9,198 -7%
FCA
115
FinTrust Capital Advisors
South Carolina
$11.5M +$73.7K +723 +0.6%
IA
116
IndexIQ Advisors
New York
$11.4M -$22.2M -217,985 -66%
SFG
117
Snider Financial Group
Washington
$11.3M +$400K +3,926 +4%
TG
118
TCW Group
California
$11.1M -$350K -3,435 -3%
AA
119
Acorns Advisers
California
$11.1M +$2.61M +25,662 +31%
WCWM
120
Wooster Corthell Wealth Management
Connecticut
$11M +$117K +1,149 +1%
LWA
121
LWS Wealth Advisors
New Jersey
$10.9M -$302K -2,960 -3%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$10.9M +$1.49M +14,625 +16%
GC
123
Guggenheim Capital
Illinois
$10.4M -$3.5M -34,378 -25%
SMM
124
Stadion Money Management
Georgia
$10.2M +$212K +2,085 +2%
NA
125
NewEdge Advisors
Louisiana
$10.2M -$1.03M -10,069 -9%
3 4
5
6 7