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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 %
JC
176
JB Capital
Connecticut
$6.95M +$6.95M +64,667 New
KCM
177
Karp Capital Management
California
$6.72M +$1.19M +11,041 +21%
AI
178
Atria Investments
North Carolina
$6.71M -$2.68M -24,917 -29%
SW
179
SteelPeak Wealth
California
$6.6M +$120K +1,121 +2%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$6.57M +$445K +4,139 +7%
MWC
181
MBM Wealth Consultants
Missouri
$6.55M +$467K +4,344 +8%
IF
182
IRON Financial
Illinois
$6.49M -$62.8K -585 -1%
C1AG
183
Client 1st Advisory Group
Florida
$6.48M -$7.31K -68 -0.1%
SEM
184
Strategic Equity Management
Arizona
$6.46M -$5.99M -55,713 -48%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$6.43M -$2.38M -22,175 -27%
TPCW
186
TD Private Client Wealth
New York
$6.38M -$613K -5,704 -9%
BL
187
BFSG LLC
California
$6.2M -$2.73M -25,422 -31%
PG
188
Proffitt & Goodson
Tennessee
$6.11M +$142K +1,324 +2%
BCM
189
Boltwood Capital Management
California
$6.05M +$1.53M +14,235 +34%
CC
190
Copperleaf Capital
North Carolina
$5.85M +$1.2M +11,145 +26%
First Trust Advisors
191
First Trust Advisors
Illinois
$5.84M -$400K -3,727 -6%
CAN
192
Cetera Advisor Networks
California
$5.75M +$403K +3,752 +8%
Nomura Asset Management
193
Nomura Asset Management
Japan
$5.73M -$2.15M -20,000 -27%
PA
194
Parkside Advisors
California
$5.7M -$1.16M -10,796 -17%
CS
195
Comerica Securities
Michigan
$5.52M -$2.86M -26,660 -34%
AAM
196
Autus Asset Management
Arizona
$5.49M +$8.16K +76 +0.1%
SWA
197
Stratos Wealth Advisors
Ohio
$5.45M -$919K -8,552 -14%
PPWP
198
Proquility Private Wealth Partners
Nevada
$5.45M -$527K -5,078 -9%
JW
199
Jenkins Wealth
Colorado
$5.4M +$5.4M +52,022 New
HIM
200
HawsGoodwin Investment Management
Tennessee
$5.35M -$3.26M -30,334 -38%
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