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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 %
TC
376
Trilogy Capital
California
$676K +$43.8K +478 +7%
AWM
377
Apollon Wealth Management
South Carolina
$676K +$281K +3,069 +71%
CF
378
Centaurus Financial
California
$662K +$127K +1,390 +24%
MYIA
379
Mount Yale Investment Advisors
Colorado
$655K -$19K -208 -3%
AF
380
Advisornet Financial
Minnesota
$647K -$213K -2,330 -25%
AL
381
ADE LLC
Maryland
$647K +$37.7K +412 +6%
FAM
382
Frontier Asset Management
Wyoming
$644K -$56.9K -621 -8%
SFS
383
Security Financial Services
Indiana
$643K +$292K +3,186 +83%
LWAC
384
Laurel Wealth Advisors (California)
California
$641K +$426K +4,654 +198%
PFG
385
Pacific Financial Group
Washington
$632K -$36.8K -402 -6%
VCM
386
Virtue Capital Management
Tennessee
$630K +$187K +2,040 +42%
Loomis, Sayles & Company
387
Loomis, Sayles & Company
Massachusetts
$629K -$540K -5,899 -46%
SMG
388
Spectrum Management Group
Indiana
$626K +$540K +5,899 +632%
AWM
389
Alterna Wealth Management
Texas
$624K -$354K -3,864 -36%
MM
390
Main Management
California
$624K
TCM
391
Triumph Capital Management
Colorado
$613K +$3.48K +38 +0.6%
GFPC
392
Global Financial Private Client
Florida
$607K -$271K -2,935 -31%
BFA
393
BMS Financial Advisors
South Dakota
$603K -$169K -1,847 -22%
GIA
394
Gladstone Institutional Advisory
Florida
$600K -$325K -3,542 -35%
FF
395
Friedenthal Financial
New Jersey
$592K -$32.4K -354 -5%
BAM
396
Belpointe Asset Management
Nevada
$592K +$4.39K +48 +0.7%
RF
397
RHS Financial
California
$592K +$255K +2,780 +76%
PPP
398
Private Portfolio Partners
New Jersey
$588K -$783K -8,549 -57%
LSA
399
Lion Street Advisors
Texas
$586K +$19.2K +209 +3%
SFG
400
Summit Financial Group
West Virginia
$582K -$21K -230 -3%