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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 %
AFA
401
American Financial Advisors
Georgia
$577K +$1.74K +19 +0.3%
AWM
402
Avaii Wealth Management
Wisconsin
$574K +$229K +2,502 +66%
RIM
403
Rockbridge Investment Management
New York
$572K -$824K -9,000 -59%
GVAG
404
Great Valley Advisor Group
Delaware
$567K -$516K -5,639 -48%
MPW
405
MA Private Wealth
California
$562K -$5.05K -57 -0.9%
AWA
406
Arete Wealth Advisors
Illinois
$557K +$261K +2,847 +88%
BIA
407
Bigelow Investment Advisors
Maine
$555K +$165K +1,802 +42%
1WA
408
180 Wealth Advisors
Washington
$553K -$42K -459 -7%
MSAGDF
409
Moneda SA Administradora General de Fondos
Chile
$552K +$552K +6,025 New
SFM
410
Signet Financial Management
New Jersey
$546K -$426K -4,644 -44%
FHA
411
First Horizon Advisors
Tennessee
$545K +$78.7K +860 +17%
CC
412
Courier Capital
New York
$542K +$1.56K +17 +0.3%
EA
413
Emerald Advisors
Washington
$541K -$557K -6,079 -51%
WANY
414
Wealthspire Advisors (New York)
New York
$533K +$281K +3,070 +112%
VCA
415
Verdence Capital Advisors
Maryland
$518K +$92 +1 +0%
HFS
416
Haverford Financial Services
Pennsylvania
$512K -$15.2K -166 -3%
KP
417
Keel Point
Alabama
$508K +$508K +5,544 New
KPWS
418
Kestra Private Wealth Services
Texas
$505K -$36.7K -401 -7%
WWM
419
Western Wealth Management
Colorado
$498K +$14.6K +160 +3%
CWM
420
Cahaba Wealth Management
Georgia
$492K +$2.65K +29 +0.5%
SC
421
Savant Capital
Illinois
$485K +$485K +5,298 New
Lido Advisors
422
Lido Advisors
California
$483K -$122K -1,334 -20%
TC
423
Telemus Capital
Michigan
$480K -$91.3K -997 -16%
DIA
424
Dana Investment Advisors
Wisconsin
$476K -$80.6K -879 -14%
CAN
425
Claraphi Advisory Network
United States
$472K -$123K -1,340 -21%