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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 %
VFA
276
Values First Advisors
Tennessee
$1.47M +$19K +208 +1%
WWG
277
West Wealth Group
California
$1.45M -$166K -1,809 -10%
BRWA
278
B. Riley Wealth Advisors
Florida
$1.42M +$43.2K +471 +3%
Sumitomo Mitsui Trust Group
279
Sumitomo Mitsui Trust Group
Japan
$1.42M +$1.42M +15,505 New
MA
280
Mutual Advisors
Nebraska
$1.42M +$444K +4,849 +46%
AAP
281
Arax Advisory Partners
Colorado
$1.41M -$19.3M -210,492 -93%
BF
282
Blankinship & Foster
California
$1.4M -$526K -5,737 -27%
RCAG
283
Rehmann Capital Advisory Group
Michigan
$1.4M -$159K -1,734 -10%
HHRDM
284
H&H Retirement Design & Management
Nevada
$1.4M -$39.5K -439 -3%
HI
285
Harbour Investments
Wisconsin
$1.39M
GP
286
Girard Partners
Pennsylvania
$1.38M +$118K +1,284 +9%
FNBT
287
FineMark National Bank & Trust
Florida
$1.37M -$222K -2,422 -14%
JCM
288
Jacobi Capital Management
Pennsylvania
$1.33M -$1.47K -16 -0.1%
IWA
289
Icon Wealth Advisors
Texas
$1.32M +$1.32M +14,449 New
CFAM
290
Coury Firm Asset Management
Pennsylvania
$1.32M -$1.97M -21,541 -60%
FTS
291
Fifth Third Securities
Ohio
$1.32M +$29.4K +321 +2%
BOTW
292
Bank of the West
California
$1.31M +$44.5K +486 +4%
SPIA
293
Steward Partners Investment Advisory
New York
$1.31M -$21.9K -239 -2%
AIM
294
Acropolis Investment Management
Missouri
$1.3M -$30.6K -334 -2%
FA
295
FC Advisory
Pennsylvania
$1.29M +$735K +8,029 +132%
BWL
296
Bogart Wealth LLC
Virginia
$1.28M -$267K -2,917 -17%
TWP
297
Tempus Wealth Planning
California
$1.28M +$1.28M +13,923 New
AWM
298
Axxcess Wealth Management
California
$1.27M -$623K -6,807 -33%
AA
299
Ancora Advisors
Ohio
$1.26M +$1.01M +11,023 +410%
WFC
300
Western Financial Corp
California
$1.25M -$174K -1,904 -12%