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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 %
AIP
526
Almanack Investment Partners
Pennsylvania
$240K +$240K +2,604 New
GLLW
527
Graves Light Lenhart Wealth
Virginia
$236K -$24.2K -264 -9%
BFA
528
Beaumont Financial Advisors
Massachusetts
$236K +$236K +2,578 New
SC
529
Solstein Capital
California
$235K
PWMG
530
Prestige Wealth Management Group
New Jersey
$234K
ECA
531
Elevated Capital Advisors
Utah
$234K +$234K +2,554 New
BNP Paribas Financial Markets
532
BNP Paribas Financial Markets
France
$232K +$159K +1,732 +215%
IA
533
IFG Advisory
Georgia
$232K -$2.01K -22 -0.9%
UB
534
UMB Bank
Missouri
$231K -$678K -7,385 -75%
CA
535
CoreCap Advisors
Michigan
$231K -$41.9K -457 -15%
OLVIG
536
Oliver Lagore Vanvalin Investment Group
Michigan
$231K -$22K -240 -9%
MW
537
Milestone Wealth
New York
$230K -$6.51K -71 -3%
BHWM
538
Bar Harbor Wealth Management
New Hampshire
$228K -$275K -3,000 -55%
WF
539
Welch & Forbes
Massachusetts
$228K
EBT
540
Enterprise Bank & Trust
Massachusetts
$228K
BCI
541
Brinker Capital Investments
Pennsylvania
$227K +$227K +2,481 New
SFP
542
Shepherd Financial Partners
Massachusetts
$225K -$9.52K -104 -4%
IP
543
Intellectus Partners
California
$223K -$43.1K -470 -16%
KFGK
544
Keystone Financial Group (Kentucky)
Kentucky
$221K -$18.1K -198 -8%
OAP
545
One Advisory Partners
Kansas
$220K -$87.8K -958 -29%
TWM
546
Trinity Wealth Management
Pennsylvania
$215K -$274 -3 -0.1%
RWM
547
Rezny Wealth Management
Florida
$214K
RFC
548
Regions Financial Corp
Alabama
$212K -$137K -1,493 -39%
PFS
549
Prospera Financial Services
Texas
$211K +$54.8K +598 +35%
D
550
Diversified
Delaware
$207K +$19.8K +217 +11%