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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 %
ACP
351
Aveo Capital Partners
Colorado
$817K +$466K +5,094 +133%
PP
352
Patron Partners
Texas
$814K +$14.8K +162 +2%
Allianz Asset Management
353
Allianz Asset Management
Germany
$809K +$809K +8,833 New
AG
354
Ascent Group
Virginia
$808K +$440K +4,868 +120%
RW
355
Rede Wealth
Virginia
$787K -$135K -1,474 -15%
HWMA
356
Heritage Wealth Management (Arizona)
Arizona
$783K -$161K -1,758 -17%
CIP
357
Chartwell Investment Partners
Pennsylvania
$783K +$783K +8,550 New
I
358
INVST
Indiana
$774K +$121K +1,328 +18%
PBO
359
Peoples Bank (Ohio)
Ohio
$763K
MHB
360
Midwest Heritage Bank
Iowa
$756K -$151K -1,652 -17%
CCA
361
Catalyst Capital Advisors
New York
$748K +$65.9K +720 +10%
SW
362
SVB Wealth
Massachusetts
$747K +$6.69K +73 +0.9%
FT
363
Fiduciary Trust
Massachusetts
$743K
B
364
Barings
North Carolina
$742K
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
$736K +$458 +5 +0.1%
MC
366
Moors & Cabot
Massachusetts
$730K -$109K -1,188 -13%
BBA
367
Braun-Bostich & Associates
Pennsylvania
$730K +$123K +1,345 +20%
SXL
368
Summit X LLC
Missouri
$720K +$377K +4,156 +110%
MFG
369
Merit Financial Group
Georgia
$707K -$333K -3,629 -32%
CST
370
Charles Schwab Trust
Nevada
$707K +$146K +1,591 +26%
TWM
371
Tradition Wealth Management
Minnesota
$693K -$125K -1,362 -15%
FNBOSM
372
First National Bank of South Miami
Florida
$693K -$26.4K -288 -4%
CCFM
373
Clear Creek Financial Management
Washington
$687K +$385K +4,202 +127%
MA
374
MUFG Americas
New York
$680K -$25.8K -282 -4%
MSL
375
Mackay Shields LLC
New York
$678K +$43.3K +473 +7%