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iShares MBS ETF

695 hedge funds and large institutions have $19.7B invested in iShares MBS ETF in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 329 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
11.75%
Holding in Top 10
49
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.36%
% of All Funds
0.83%
New
84
Increased
209
Reduced
329
Closed
87
Calls
$167M
Puts
$32.3M
Net Calls
+$135M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
526
Barber Financial Group
Kansas
$256K +$256K +2,627 New
CRC
527
Curi RMB Capital
Illinois
$255K -$49.1K -503 -16%
KFGK
528
Keystone Financial Group (Kentucky)
Kentucky
$255K
MW
529
Milestone Wealth
New York
$252K +$105K +1,080 +72%
SC
530
Solstein Capital
California
$251K +$251K +2,571 New
SFP
531
Shepherd Financial Partners
Massachusetts
$250K -$113K -1,160 -31%
IA
532
IFG Advisory
Georgia
$249K -$108K -1,109 -30%
PWMG
533
Prestige Wealth Management Group
New Jersey
$249K
CT
534
Cambridge Trust
Massachusetts
$248K -$96.3K -987 -28%
SAM
535
Summit Asset Management
Tennessee
$248K -$70.1K -719 -22%
PCG
536
Private Capital Group
Connecticut
$245K -$202K -2,076 -45%
BTWM
537
Baker Tilly Wealth Management
Wisconsin
$244K -$86.5K -887 -26%
HCP
538
Hexagon Capital Partners
Arkansas
$244K +$46.2K +474 +23%
SSWM
539
Smith Salley Wealth Management
North Carolina
$242K -$4.28M -43,837 -95%
WF
540
Welch & Forbes
Massachusetts
$242K
EBT
541
Enterprise Bank & Trust
Massachusetts
$242K
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$241K +$74.5K +763 +45%
FAT
543
First American Trust
California
$240K +$240K +2,466 New
JAG
544
Journey Advisory Group
Kentucky
$232K -$85.8K -855 -27%
NAMM
545
NorthStar Asset Management (Massachusetts)
Massachusetts
$231K
TWM
546
Trinity Wealth Management
Pennsylvania
$230K +$3.22K +33 +1%
LWAC
547
Laurel Wealth Advisors (California)
California
$229K -$290K -2,980 -56%
NFP
548
Narus Financial Partners
Utah
$228K -$139K -1,421 -38%
TA
549
TrueWealth Advisors
Alabama
$228K -$32.5K -333 -12%
RWM
550
Rezny Wealth Management
Florida
$228K