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iShares MBS ETF

678 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 296 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
-17
Holders Change %
-2.45%
% of All Funds
11.72%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.73%
New
66
Increased
235
Reduced
296
Closed
76
Calls
$211M
Puts
$54.8M
Net Calls
+$157M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Shares
Change %
APW
226
Austin Private Wealth
Texas
$2.33M +$298K +3,256 +15%
FWP
227
FAS Wealth Partners
Kansas
$2.32M -$30.4K -332 -1%
IDBONY
228
Israel Discount Bank of New York
New York
$2.31M +$109K +1,185 +5%
FIA
229
Foundations Investment Advisors
Arizona
$2.26M +$190K +2,071 +9%
RWP
230
RWA Wealth Partners
Massachusetts
$2.26M +$2.26M +24,628 New
TCWA
231
Ten Capital Wealth Advisors
Washington
$2.25M -$70.3K -768 -3%
HFA
232
High Falls Advisors
New York
$2.19M -$150K -1,633 -6%
ASN
233
Advisory Services Network
Georgia
$2.14M +$191K +2,087 +10%
MWM
234
Maripau Wealth Management
Indiana
$2.08M +$1.48M +16,420 +250%
SAS
235
Stelac Advisory Services
New York
$2.07M +$47.8K +522 +2%
LWM
236
Liberty Wealth Management
California
$2.05M +$83.2K +908 +4%
OAM
237
Oppenheimer Asset Management
New York
$2.04M -$94.3K -1,030 -4%
LIM
238
Leavell Investment Management
Alabama
$2.03M +$1.28M +13,964 +170%
QA
239
Quantitative Advantage
Minnesota
$2.03M +$20.5K +224 +1%
SCA
240
Snowden Capital Advisors
New York
$2.01M -$1.1M -11,984 -35%
FA
241
Forefront Analytics
Pennsylvania
$2M +$4.03K +44 +0.2%
CWP
242
Concord Wealth Partners
Virginia
$2M -$240K -2,625 -11%
AC
243
Annandale Capital
Texas
$1.98M -$14.6M -159,290 -88%
SWM
244
SigFig Wealth Management
California
$1.96M -$117K -1,030 -6%
SL
245
SWMG LLC
Texas
$1.95M +$1.95M +21,330 New
HighTower Advisors
246
HighTower Advisors
Illinois
$1.93M -$16.3M -178,395 -89%
LA
247
Lindenwold Advisors
Pennsylvania
$1.93M +$4.21K +46 +0.2%
WS
248
Wedbush Securities
California
$1.87M +$792K +8,646 +73%
SL
249
Sentinus LLC
Illinois
$1.83M +$1.83M +16,912 New
DE
250
Day & Ennis
Georgia
$1.82M -$27.4K -299 -1%