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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 %
HGWM
126
Harvest Group Wealth Management
Massachusetts
$10.1M +$10.1M +98,751 New
HNB
127
Huntington National Bank
Ohio
$10M -$10.6M – –
AAS
128
Avantax Advisory Services
Texas
$10M -$674K -6,626 -6%
PCP
129
Proficio Capital Partners
Massachusetts
$9.84M -$3.74M -36,743 -28%
AWS
130
Atria Wealth Solutions
New York
$9.81M +$9.81M +96,292 New
LG
131
Leuthold Group
Minnesota
$9.62M -$3.42M -33,609 -26%
WP
132
WealthSource Partners
California
$9.35M +$162K +1,587 +2%
GWM
133
Geneos Wealth Management
Colorado
$9.19M -$5.28M -51,866 -36%
SEM
134
Strategic Equity Management
Arizona
$9.16M +$3.03M +29,791 +50%
SC
135
Scotia Capital
Ontario, Canada
$9.13M -$364K -3,569 -4%
SWP
136
Strategic Wealth Partners
Ohio
$9.01M +$664K +6,520 +8%
KL
137
KWMG LLC
Kansas
$8.92M +$267K +2,617 +3%
BI
138
Ballast Inc
Kentucky
$8.87M +$413K +4,051 +5%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$8.67M +$1.13M +11,063 +15%
SSWG
140
Seven Springs Wealth Group
Tennessee
$8.48M -$766K -7,524 -8%
GRP
141
Global Retirement Partners
California
$8.22M +$8.22M +82,812 New
EC
142
Estate Counselors
Wisconsin
$8.18M -$877K -8,610 -10%
TCM
143
Telos Capital Management
California
$8.08M -$6.18M -60,692 -43%
HGWM
144
Horst & Graben Wealth Management
Oregon
$7.95M +$3.05M +29,941 +62%
GIM
145
Goelzer Investment Management
Indiana
$7.9M +$5.91M +58,064 +298%
PGA
146
Portland Global Advisors
Maine
$7.8M +$49.7K +488 +0.6%
CCWA
147
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.62M -$241K -2,362 -3%
BPA
148
Beacon Pointe Advisors
California
$7.56M +$7.32M +71,833 +2,973%
KAS
149
Kestra Advisory Services
Texas
$7.53M +$2.7M +26,465 +56%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$7.53M +$770K +7,557 +11%
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