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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 %
BCM
551
Beaumont Capital Management
Massachusetts
$207K +$207K +2,257 New
LSPW
552
Lake Street Private Wealth
Illinois
$204K
OWA
553
Outlook Wealth Advisors
Texas
$201K -$6.58K -72 -3%
Citigroup
554
Citigroup
New York
$196K -$10.7K -117 -5%
FFA
555
Founders Financial Alliance
North Carolina
$181K -$27.3K -298 -13%
PFM
556
Phillips Financial Management
Indiana
$179K +$179K +1,959 New
EWA
557
EverSource Wealth Advisors
Alabama
$178K +$17.4K +189 +11%
TC
558
Truvestments Capital
Florida
$158K -$2.65K -29 -2%
SFA
559
Semmax Financial Advisors
North Carolina
$151K -$4.85M -54,072 -97%
Kayne Anderson Rudnick Investment Management
560
Kayne Anderson Rudnick Investment Management
California
$150K +$825 +9 +0.6%
HS
561
Horan Securities
United States
$148K -$22.8K -249 -13%
FA
562
Financial Advantage
Maryland
$141K
Fifth Third Bancorp
563
Fifth Third Bancorp
Ohio
$139K -$87.3K -952 -39%
MHR
564
Matthew Hamilton Rosenberg
$138K -$55.5K -605 -29%
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$137K
ACA
566
Aptus Capital Advisors
Alabama
$131K +$31.7K +346 +32%
TFGT
567
TS Financial Group (TSFG)
Illinois
$128K +$27.2K +298 +27%
KSWA
568
Kathleen S. Wright Associates
Pennsylvania
$119K +$116K +1,261 +3,709%
AWM
569
Atticus Wealth Management
Florida
$113K
EW
570
Evoke Wealth
California
$113K +$1.65K +18 +1%
RIA
571
Realta Investment Advisors
Delaware
$108K +$108K +1,179 New
GI
572
Gradient Investments
Minnesota
$106K +$43.7K +480 +70%
AFS
573
Annapolis Financial Services
Maryland
$100K
BI
574
Bramshill Investments
Florida
$98K +$60.5K +659 +161%
PI
575
PFS Investments
Georgia
$91.8K -$139 -1,517 -0.2%