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iShares MBS ETF

710 hedge funds and large institutions have $20.6B invested in iShares MBS ETF in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 213 increasing their positions, 324 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-11
Holders Change %
-1.53%
% of All Funds
11.24%
Holding in Top 10
44
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-20%
% of All Funds
0.7%
New
84
Increased
213
Reduced
324
Closed
85
Calls
$167M
Puts
$13.9M
Net Calls
+$153M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
676
Whittier Trust
California
$10K -$44.6K -450 -82%
DHGWA
677
Dixon Hughes Goodman Wealth Advisors
North Carolina
$10K
AWM
678
Aspire Wealth Management
Massachusetts
$9K -$40.1K -379 -82%
BHWM
679
Beaird Harris Wealth Management
Texas
$9K
PO
680
Private Ocean
California
$9K +$9K +92 New
LS
681
Leelyn Smith
Illinois
$8K -$77.4K -793 -91%
BA
682
Ballast Advisors
Minnesota
$8K +$8K +76 New
VNA
683
Valley National Advisers
Pennsylvania
$7K
FA
684
Faithward Advisors
Pennsylvania
$7K
FF
685
FourThought Financial
Florida
$7K
TAM
686
Tucker Asset Management
Colorado
$6.42K +$5.2K +51 +425%
Qube Research & Technologies (QRT)
687
Qube Research & Technologies (QRT)
United Kingdom
$6K -$2.81K -29 -32%
CWM
688
Consultiva Wealth Management
Puerto Rico
$6K
FMP
689
Financial Management Professionals
Texas
$6K
CFO
690
CVA Family Office
Colorado
$6K
AIA
691
Arcadia Investment Advisors
Idaho
$5.4K
TRCT
692
Tower Research Capital (TRC)
New York
$5K -$209K -2,052 -98%
NIC
693
Northwest Investment Counselors
Oregon
$5K
GIA
694
Goodwin Investment Advisory
Georgia
$4K -$3.26K -35 -45%
EWM
695
EPG Wealth Management
Georgia
$4K
SWA
696
SOA Wealth Advisors
New York
$4K
AWM
697
Abound Wealth Management
Tennessee
$3.06K +$3.06K +30 New
PFA
698
Professional Financial Advisors
Nebraska
$3K -$9.92K -86 -77%
SIS
699
Sound Income Strategies
Florida
$3K
BL
700
Balentine LLC
Georgia
$3K