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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 %
CAMV
451
Concord Asset Management (Virginia)
Virginia
$396K -$2.93K -32 -0.7%
SG
452
StoneX Group
New York
$394K -$284K -3,101 -42%
MMG
453
Monetary Management Group
Missouri
$389K +$389K +4,250 New
MSWMA
454
Market Street Wealth Management Advisors
Indiana
$388K -$31.9K -348 -8%
CAG
455
Csenge Advisory Group
Florida
$388K +$95.6K +1,044 +33%
GL
456
Graypoint LLC
New York
$387K +$387K +4,225 New
T
457
TCWP
Ohio
$382K -$215K -2,359 -36%
LA
458
Latitude Advisors
Florida
$380K -$72.5K -791 -16%
HIC
459
Hartline Investment Corp
Illinois
$380K +$380K +4,148 New
SW
460
Solidarity Wealth
Utah
$379K -$44.6K -539 -11%
FAIM
461
Financial Advocates Investment Management
Washington
$377K -$1.04M -11,582 -73%
IWA
462
IVC Wealth Advisors
Pennsylvania
$376K +$44.5K +486 +13%
HPWM
463
Highland Private Wealth Management
Washington
$372K
FIBT
464
First International Bank & Trust
North Dakota
$370K +$3.2K +35 +0.9%
LWM
465
Laidlaw Wealth Management
New York
$367K -$4.95K -54 -1%
BOPW
466
Brandywine Oak Private Wealth
Pennsylvania
$362K -$10.5K -115 -3%
ACI
467
Alpha Cubed Investments
California
$358K -$42.1K -459 -11%
OPA
468
Old Port Advisors
Maine
$355K -$166K -1,808 -32%
CFG
469
Cooper Financial Group
California
$354K +$3.02K +33 +0.9%
BTWM
470
Baker Tilly Wealth Management
Wisconsin
$354K +$125K +1,368 +55%
HAS
471
HBW Advisory Services
California
$352K +$1.83K +20 +0.5%
TW
472
TrinityPoint Wealth
Connecticut
$343K -$68.7K -751 -17%
HCP
473
Hexagon Capital Partners
Arkansas
$343K +$113K +1,236 +49%
VC
474
Veracity Capital
Georgia
$342K -$78K -851 -19%
PJSIMP
475
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K -$24.8K -279 -7%