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 %
SFA
326
Source Financial Advisors
New York
$957K -$109K -1,186 -10%
WI
327
WBI Investments
New Jersey
$951K +$130K +1,427 +16%
SPC
328
Sigma Planning Corp
Michigan
$946K +$287K +3,137 +44%
AP
329
Americana Partners
Texas
$942K +$623K +6,806 +195%
PG
330
Patten Group
Tennessee
$941K -$41.6K -456 -4%
PA
331
Parallel Advisors
California
$937K -$32K -349 -3%
Mitsubishi UFJ Asset Management
332
Mitsubishi UFJ Asset Management
Japan
$934K -$66.6M -727,500 -99%
OPS
333
Orion Portfolio Solutions
Nebraska
$913K -$53.7K -587 -6%
SWM
334
Spire Wealth Management
Virginia
$900K -$2.93M -32,028 -77%
CWS
335
Cypress Wealth Services
California
$898K -$79.1K -867 -8%
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$897K +$41.6K +454 +5%
BAM
337
BTS Asset Management
Massachusetts
$890K -$23K -210 -3%
CC
338
Cypress Capital
Tennessee
$872K +$121K +1,319 +16%
HPC
339
Hobart Private Capital
North Carolina
$871K -$701K -7,654 -45%
FHA
340
Flagship Harbor Advisors
Massachusetts
$868K +$132K +1,438 +18%
DG
341
DMC Group
Alabama
$865K +$66.4K +720 +8%
MAG
342
Mayfair Advisory Group
Alabama
$863K
CA
343
Cetera Advisors
Colorado
$859K +$65.4K +714 +8%
JWCA
344
J.W. Cole Advisors
Florida
$851K -$48.2K -526 -5%
IWM
345
IHT Wealth Management
Illinois
$845K +$526K +5,739 +165%
MFG
346
MidWestOne Financial Group
Iowa
$843K -$24.1K -263 -3%
SPAS
347
Spectrum Planning & Advisory Services
California
$842K -$163K -1,780 -16%
ACM
348
Anfield Capital Management
California
$837K
WFA
349
Wells Financial Advisors
Massachusetts
$830K -$13.4K -146 -2%
VWM
350
Venturi Wealth Management
Texas
$824K -$98.5K -1,075 -11%