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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 %
AIC
426
Argus Investors Counsel
New York
$472K -$3.67K -40 -0.8%
CB
427
Commerce Bank
Missouri
$469K -$72.8K -796 -13%
BAAM
428
Baker Avenue Asset Management
California
$469K +$469K +5,126 New
WEG
429
World Equity Group
Illinois
$467K +$156K +1,705 +50%
PTC
430
Private Trust Company
Ohio
$467K +$35.8K +391 +8%
SIA
431
SkyView Investment Advisors
New Jersey
$463K -$148K -1,617 -24%
JG
432
Jefferies Group
New York
$462K +$2.47K +27 +0.5%
AGA
433
Arkos Global Advisors
Texas
$459K
EWA
434
Evolution Wealth Advisors
Florida
$458K +$458K +5,000 New
SP
435
Successful Portfolios
Florida
$456K -$11.1K -121 -2%
GCA
436
Gradient Capital Advisors
California
$440K +$440K +4,810 New
MSFS
437
Main Street Financial Solutions
Pennsylvania
$438K
IGWM
438
ICA Group Wealth Management
Colorado
$434K -$2.01K -22 -0.5%
OBWG
439
Onyx Bridge Wealth Group
New York
$431K +$22.1K +243 +5%
OFG
440
OmniStar Financial Group
North Carolina
$431K +$132K +1,444 +44%
WT
441
Whittier Trust
California
$429K -$2.43M -26,516 -85%
MWM
442
Mission Wealth Management
California
$425K -$89.4K -975 -17%
SC
443
Scotia Capital
Ontario, Canada
$425K -$81K -885 -16%
HIM
444
Hanlon Investment Management
New Jersey
$424K +$85.1K +930 +25%
IAS
445
IMA Advisory Services
Colorado
$423K
APA
446
American Portfolios Advisors
New York
$422K +$36.5K +399 +9%
TFA
447
Teamwork Financial Advisors
Texas
$417K -$395K -4,312 -49%
FFS
448
Founders Financial Securities
Maryland
$415K +$9.7K +106 +2%
William Blair & Company
449
William Blair & Company
Illinois
$406K +$24.2K +264 +6%
BF
450
BOK Financial
Oklahoma
$398K -$1.13M -12,308 -74%