MBB icon

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 %
AAM
251
Autus Asset Management
Arizona
$1.81M -$180K -1,963 -9%
AR
252
Advisory Research
Illinois
$1.8M -$746K -8,142 -29%
HFW
253
Horizon Family Wealth
Illinois
$1.79M +$902K +9,846 +102%
SWA
254
Stratos Wealth Advisors
Ohio
$1.77M +$1.12M +12,265 +175%
HCA
255
Harbour Capital Advisors
Virginia
$1.75M -$1.09M -11,986 -38%
TLFA
256
True Link Financial Advisors
California
$1.75M +$61.7K +674 +4%
NCM
257
Northland Capital Management
Minnesota
$1.72M +$1.72M +18,817 New
IA
258
IFP Advisors
Florida
$1.72M -$77.1K -718 -4%
CWA
259
Clearview Wealth Advisors
Oregon
$1.72M -$46.7K -510 -3%
BHWM
260
Bay Harbor Wealth Management
Maryland
$1.69M +$427K +4,668 +34%
DWT
261
Dorsey & Whitney Trust
South Dakota
$1.68M +$400K +4,371 +31%
OWA
262
One Wealth Advisors
California
$1.68M +$162K +1,765 +11%
ACS
263
Archford Capital Strategies
Illinois
$1.67M +$18.4K +201 +1%
NL
264
NWAM LLC
Washington
$1.65M -$120K -1,313 -7%
SMI
265
Shelter Mutual Insurance
Missouri
$1.65M
CNC
266
Citizens & Northern Corp
Pennsylvania
$1.65M -$56.2K -614 -3%
FIM
267
Freedom Investment Management
Connecticut
$1.64M +$1.64M +17,894 New
EC
268
Estate Counselors
Wisconsin
$1.62M +$48.5K +530 +3%
PWM
269
Perigon Wealth Management
California
$1.59M +$174K +1,897 +12%
Creative Planning
270
Creative Planning
Kansas
$1.58M -$162K -1,773 -9%
FNC
271
First National Corp
Massachusetts
$1.54M -$239K -2,610 -13%
DFC
272
DB Fitzpatrick & Co
Idaho
$1.5M +$44K +480 +3%
FNB
273
Farmers National Bank
Kentucky
$1.48M +$28.8K +314 +2%
JWCA
274
J.W. Coons Advisors
Ohio
$1.48M -$204K -2,230 -12%
WCM
275
Wealthcare Capital Management
Virginia
$1.48M -$7.6K -83 -0.5%