MBB icon

iShares MBS ETF

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
526
Absolute Capital Management
Pennsylvania
$383K +$336K +3,627 +717%
Brown Advisory
527
Brown Advisory
Maryland
$382K +$382K +4,123 New
SFG
528
Summit Financial Group
West Virginia
$380K -$209K -2,260 -36%
JSL
529
JT Stratford LLC
Georgia
$375K +$375K +4,045 New
CG
530
Cutler Group
California
$371K +$371K +4,000 New
SXL
531
Summit X LLC
Missouri
$370K -$405K -4,156 -52%
FIBT
532
First International Bank & Trust
North Dakota
$369K -$5.94K -64 -2%
SW
533
Simplicity Wealth
New Jersey
$368K +$368K +3,962 New
ACI
534
Alpha Cubed Investments
California
$362K
HAS
535
HBW Advisory Services
California
$360K +$3.98K +43 +1%
LWM
536
Laidlaw Wealth Management
New York
$359K -$12.9K -139 -3%
PCIA
537
Prime Capital Investment Advisors
Kansas
$356K +$75.9K +818 +27%
OBWG
538
Onyx Bridge Wealth Group
New York
$356K -$94.1K -992 -21%
AWMNH
539
Arcadia Wealth Management (New Hampshire)
New Hampshire
$356K +$356K +3,836 New
NCM
540
NCM Capital Management
New Jersey
$355K +$355K +3,824 New
FT
541
Fiduciary Trust
Massachusetts
$355K -$398K -4,294 -53%
William Blair & Company
542
William Blair & Company
Illinois
$352K -$59.2K -638 -14%
PBO
543
Peoples Bank (Ohio)
Ohio
$350K -$423K -4,558 -55%
CWM
544
Chesapeake Wealth Management
Virginia
$347K +$58.9K +635 +20%
SWM
545
Selective Wealth Management
Virginia
$346K -$5.56K -58 -2%
TC
546
TownSquare Capital
Utah
$346K +$346K +3,731 New
KDA
547
Kraft Davis & Associates
Missouri
$342K +$342K +3,642 New
ACP
548
Aveo Capital Partners
Colorado
$341K -$486K -5,243 -59%
KP
549
Keel Point
Alabama
$336K -$178K -1,916 -35%
HWM
550
HB Wealth Management
Georgia
$332K +$332K +3,583 New