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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 %
Nomura Asset Management
476
Nomura Asset Management
Japan
$339K -$4.32M -47,200 -93%
SWM
477
Selective Wealth Management
Virginia
$336K -$61.6K -673 -15%
WWM
478
Wolff Wiese Magana
California
$335K +$91 +1 +0%
CAM
479
Concorde Asset Management
Michigan
$333K -$53.7K -587 -14%
SEA
480
Stegent Equity Advisors
Texas
$332K -$81.9K -894 -20%
RPWA
481
Regent Peak Wealth Advisors
Georgia
$323K -$12.4K -135 -4%
CBFP
482
Cedar Brook Financial Partners
Ohio
$322K +$126K +1,373 +64%
WIA
483
World Investment Advisors
California
$321K +$13K +142 +4%
CT
484
Cambridge Trust
Massachusetts
$321K +$88K +960 +38%
FA
485
Flagstar Advisors
New York
$319K -$44K -480 -12%
Kovitz Investment Group Partners
486
Kovitz Investment Group Partners
Illinois
$317K -$21.2K -231 -6%
AIC
487
Archer Investment Corporation
Indiana
$314K -$16.6K -181 -5%
OWP
488
Obermeyer Wealth Partners
Colorado
$312K
RPG
489
Resource Planning Group
Georgia
$310K +$310K +3,383 New
KFS
490
Kelly Financial Services
Massachusetts
$309K -$17.2K -188 -5%
SPI
491
Sutton Place Investors
New York
$309K -$165K -1,797 -35%
TA
492
TrueWealth Advisors
Alabama
$308K +$93.8K +1,023 +44%
TWM
493
TMD Wealth Management
Arizona
$304K
TFA
494
Tranquilli Financial Advisor
New Jersey
$298K -$10.4K -113 -3%
AWM
495
Accurate Wealth Management
Florida
$293K -$3.32K -38 -1%
TCMP
496
Thrive Capital Management (Pennsylvania)
Pennsylvania
$291K -$265K -2,902 -48%
CWM
497
Collaborative Wealth Management
Florida
$289K -$734 -8 -0.3%
SS
498
Simplicity Solutions
Minnesota
$287K -$161K -1,758 -36%
LWP
499
Lumature Wealth Partners
Georgia
$285K -$19.9K -217 -7%
CAM
500
Cidel Asset Management
Ontario, Canada
$285K -$303K