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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 %
NCM
126
Northland Capital Management
Minnesota
$12.8M +$12.8M +118,962 New
TG
127
TCW Group
California
$12.1M -$2.42M -22,483 -17%
FCA
128
FinTrust Capital Advisors
South Carolina
$12.1M -$442K -4,117 -4%
FA
129
FDx Advisors
Illinois
$12M -$4.81M -44,758 -29%
NA
130
NewEdge Advisors
Louisiana
$11.9M +$4.82M +44,867 +68%
LWA
131
LWS Wealth Advisors
New Jersey
$11.8M +$479K +4,459 +4%
WCWM
132
Wooster Corthell Wealth Management
Connecticut
$11.5M +$645K +6,006 +6%
SFG
133
Snider Financial Group
Washington
$11.4M +$85.8K +802 +0.8%
AAS
134
Avantax Advisory Services
Texas
$11.3M +$897K +8,351 +9%
T
135
TCWP
Ohio
$10.9M +$10.9M +101,249 New
SMM
136
Stadion Money Management
Georgia
$10.6M -$434K -4,040 -4%
HNB
137
Huntington National Bank
Ohio
$10.6M -$9.98M – –
SC
138
Scotia Capital
Ontario, Canada
$10M -$275K -2,563 -3%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$9.93M +$752K +7,002 +8%
SSWG
140
Seven Springs Wealth Group
Tennessee
$9.75M -$454K -4,227 -4%
WP
141
WealthSource Partners
California
$9.69M +$353K +3,282 +4%
EC
142
Estate Counselors
Wisconsin
$9.55M -$772K -7,190 -7%
CFGS
143
Concourse Financial Group Securities
Alabama
$9.54M +$526K +4,899 +6%
SWRP
144
Summit Wealth & Retirement Planning
California
$9.47M +$913K +8,501 +11%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$9.3M +$2.35M +21,863 +34%
HW
146
Hedeker Wealth
Illinois
$9.18M -$296K -2,756 -3%
KL
147
KWMG LLC
Kansas
$9.13M +$279K +2,598 +3%
FPCP
148
Fort Point Capital Partners
California
$9.07M +$9.07M +84,407 New
SWM
149
Scissortail Wealth Management
Oklahoma
$9.05M +$9.05M +84,248 New
AA
150
Acorns Advisers
California
$8.97M +$3.37M +31,375 +60%
4 5
6
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