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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 %
CM
176
Cornerstone Management
Georgia
$5.53M +$660K +6,480 +14%
CFGS
177
Concourse Financial Group Securities
Alabama
$5.52M -$3.53M -34,648 -39%
VFA
178
Voya Financial Advisors
Connecticut
$5.49M +$1.77M +17,343 +47%
CC
179
Copperleaf Capital
North Carolina
$5.46M -$87.9K -863 -2%
CA
180
Continuum Advisory
Idaho
$5.46M +$900K +9,176 +20%
CS
181
Comerica Securities
Michigan
$5.44M +$207K +2,030 +4%
JC
182
JB Capital
Connecticut
$5.41M -$1.18M -11,600 -18%
PPWP
183
Proquility Private Wealth Partners
Nevada
$5.37M +$200K +2,031 +4%
CWM
184
Congress Wealth Management
Massachusetts
$5.12M -$2.27M -22,244 -31%
SWM
185
Spire Wealth Management
Virginia
$5.01M +$959K +9,415 +24%
SAM
186
Strategy Asset Managers
California
$5M +$294K +2,885 +6%
HighTower Advisors
187
HighTower Advisors
Illinois
$4.97M -$3.46M -34,031 -41%
WF
188
Williams Financial
Vermont
$4.95M +$112K +1,101 +2%
MG
189
Mather Group
Illinois
$4.93M +$4.05M +39,718 +460%
PCM
190
Parsons Capital Management
Rhode Island
$4.85M -$56.6K -556 -1%
BCWM
191
Bartlett & Co Wealth Management
Ohio
$4.84M +$1.78M +17,438 +58%
BC
192
Bartlett & Co
Ohio
$4.84M +$1.78M +17,438 +58%
Goldman Sachs
193
Goldman Sachs
New York
$4.8M -$15.4M -150,835 -76%
SSWM
194
Smith Salley Wealth Management
North Carolina
$4.72M +$631K +6,192 +15%
WCM
195
Wunderlich Capital Managemnt
Tennessee
$4.64M -$58.9K -578 -1%
SAS
196
Sage Advisory Services
Texas
$4.44M +$1.6M +15,665 +56%
PA
197
Parkside Advisors
California
$4.43M -$976K -9,580 -18%
PG
198
Proffitt & Goodson
Tennessee
$4.34M -$1.46M -14,299 -25%
ACM
199
Antonetti Capital Management
Florida
$4.2M -$56.1K -551 -1%
NCM
200
Northwest Capital Management
Oregon
$4.19M -$696K -6,834 -14%
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