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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 %
CI
601
CX Institutional
Indiana
$71K +$71K +728 New
CP
602
Castleview Partners
Texas
$69.5K +$49.8K +986 +254%
DSC
603
Duncker Streett & Co
Missouri
$68K
GI
604
Gradient Investments
Minnesota
$67K -$30.2M -308,208 -100%
SIAP
605
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K
SFCL
606
Strengthening Families & Communities LLC
Massachusetts
$62K
HIA
607
Harbor Investment Advisory
Maryland
$61K
DWP
608
Destiny Wealth Partners
Florida
$58K
First Manhattan
609
First Manhattan
New York
$56K +$2.9K +30 +5%
CHA
610
Carmichael Hill & Associates
Maryland
$56K +$14K +144 +33%
IRC
611
Investors Research Corp
Georgia
$54K
BWM
612
Baystate Wealth Management
Massachusetts
$54K +$489 +5 +0.9%
GEA
613
Glen Eagle Advisors
New Jersey
$53.3K -$6.73K -69 -11%
SWM
614
SeaCrest Wealth Management
New York
$53K +$53K +548 New
ETI
615
Enterprise Trust & Investment
California
$53K +$53K +548 New
AWM
616
AllSquare Wealth Management
New York
$50K
SAM
617
Strategic Asset Management
Minnesota
$47K -$4.29K -44 -8%
National Bank of Canada
618
National Bank of Canada
Quebec, Canada
$46K +$4.89K +50 +12%
ACK
619
Andrew C. Karlinski
$45K +$5.9K +60 +15%
VVP
620
Venture Visionary Partners
Ohio
$43.9K +$43.9K +450 New
FMP
621
Financial Management Professionals
Texas
$41K +$34.9K +357 +576%
JHCP
622
Jackson Hole Capital Partners
Oklahoma
$40K
BI
623
Bramshill Investments
Florida
$40K +$40K +409 New
COCM
624
Charter Oak Capital Management
New Hampshire
$39K -$46.8K -478 -55%
ANBT
625
American National Bank & Trust
Texas
$39K