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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 %
SFA
151
Semmax Financial Advisors
North Carolina
$8.97M -$13.2K -123 -0.1%
BI
152
Ballast Inc
Kentucky
$8.91M +$735K +6,842 +9%
HighTower Advisors
153
HighTower Advisors
Illinois
$8.91M -$2.64M -24,592 -23%
EC
154
Elequin Capital
New York
$8.85M +$8.85M +82,407 New
SAM
155
SP Asset Management
California
$8.85M -$2.26M -21,377 -20%
SWP
156
Strategic Wealth Partners
Ohio
$8.8M +$695K +6,468 +9%
MM
157
Main Management
California
$8.69M +$512K +4,762 +6%
TSA
158
Tri-Star Advisors
Texas
$8.6M -$174K -1,634 -2%
RA
159
Rational Advisors
New York
$8.51M +$1.78M +16,559 +26%
1WM
160
1900 Wealth Management
Texas
$8.49M -$4.98M -46,396 -37%
PAG
161
Private Advisor Group
New Jersey
$8.35M -$3.52M -32,807 -30%
CCWA
162
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.29M +$339K +3,156 +4%
WCA
163
Westover Capital Advisors
Delaware
$8.23M +$3.23M +30,054 +65%
PGA
164
Portland Global Advisors
Maine
$8.17M -$34.1K -317 -0.4%
MCWS
165
McKinley Carter Wealth Services
West Virginia
$7.95M +$1.61M +15,009 +25%
DBT
166
Dubuque Bank & Trust
Iowa
$7.89M +$95.7K +891 +1%
FCA
167
FLC Capital Advisors
California
$7.87M +$751K +6,995 +11%
CF
168
Centaurus Financial
California
$7.82M +$97K +903 +1%
CWM
169
Congress Wealth Management
Massachusetts
$7.79M +$7.79M +72,547 New
FCAG
170
First Capital Advisors Group
New Jersey
$7.57M +$7.57M +70,429 New
CWM
171
Cabot Wealth Management
Massachusetts
$7.48M +$203K +1,892 +3%
KWM
172
Kingsview Wealth Management
Oregon
$7.46M -$201K -1,868 -3%
EH
173
Equitable Holdings
New York
$7.21M +$780K +7,262 +12%
SIA
174
SkyView Investment Advisors
New Jersey
$7.14M -$811K -6,837 -10%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$7.13M -$2.39M -22,293 -25%
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