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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 %
CWM
501
Chesapeake Wealth Management
Virginia
$284K -$52.5K -574 -16%
IFS
502
Ifrah Financial Services
Arkansas
$284K +$5.49K +60 +2%
CWM
503
C2C Wealth Management
Arizona
$282K
WHCI
504
W.H. Cornerstone Investments
Massachusetts
$281K +$281K +3,084 New
NAM
505
NTV Asset Management
West Virginia
$278K -$33.2K -363 -11%
CWM
506
Cabot Wealth Management
Massachusetts
$277K -$5.66M -61,937 -95%
FCBT
507
First Citizens Bank & Trust
North Carolina
$277K -$156K -1,700 -36%
PCIA
508
Prime Capital Investment Advisors
Kansas
$277K +$277K +3,022 New
LPIC
509
LeJeune Puetz Investment Counsel
Michigan
$275K +$91.7K +1,000 +50%
WWP
510
WR Wealth Planners
Missouri
$274K -$17.6K -192 -6%
MBT
511
Montecito Bank & Trust
California
$266K
FWP
512
Firethorn Wealth Partners
Georgia
$266K +$59.1K +644 +29%
CHAM
513
Clear Harbor Asset Management
Connecticut
$266K +$266K +2,907 New
Principal Financial Group
514
Principal Financial Group
Iowa
$265K +$3.94K +43 +2%
VIA
515
Vident Investment Advisory
Georgia
$262K -$393K -4,295 -60%
CWM
516
Cornerstone Wealth Management
Missouri
$260K +$17.3K +189 +7%
NP
517
NorthRock Partners
Minnesota
$258K -$2.37M -25,446 -90%
TRCT
518
Tower Research Capital (TRC)
New York
$252K +$233K +2,552 +1,245%
BWM
519
Bulltick Wealth Management
Florida
$249K
Financial Engines Advisors
520
Financial Engines Advisors
California
$249K -$32.3K -354 -11%
LAS
521
LWM Advisory Services
Florida
$247K +$247K +2,692 New
SFO
522
Stokes Family Office
Louisiana
$246K +$246K +2,683 New
AR
523
Apeiron RIA
Texas
$244K +$244K +2,678 New
NFP
524
Narus Financial Partners
Utah
$241K +$26.6K +290 +12%
GWM
525
GDS Wealth Management
Texas
$240K -$145K -1,582 -38%