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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.

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 Market Value Shares Shares
Change
Shares
Change %
DBT
151
Dubuque Bank & Trust
Iowa
$6.5M 66,655 -3,865 -5%
CWM
152
Cabot Wealth Management
Massachusetts
$6.33M 64,966 -2,950 -4%
SW
153
SteelPeak Wealth
California
$6.27M 64,287 -1,693 -3%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$5.97M 61,271 -12,635 -17%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$5.94M 60,972 +13,427 +28%
BC
156
Bartlett & Co
Ohio
$5.94M 60,972 +13,427 +28%
SSWG
157
Seven Springs Wealth Group
Tennessee
$5.91M 60,577 -22,646 -27%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$5.83M 59,834 +763 +1%
EVM
159
Eaton Vance Management
Massachusetts
$5.81M 59,559 -395,423 -87%
SAM
160
SP Asset Management
California
$5.77M 59,201 -11,970 -17%
CA
161
Continuum Advisory
Idaho
$5.74M 58,842 +3,215 +6%
FCA
162
FinTrust Capital Advisors
South Carolina
$5.72M 57,752 -55,526 -49%
CM
163
Cornerstone Management
Georgia
$5.65M 58,005 +3,727 +7%
SFA
164
Semmax Financial Advisors
North Carolina
$5.53M 55,756 -608 -1%
PAG
165
Private Advisor Group
New Jersey
$5.43M 55,666 -3,659 -6%
1WM
166
1900 Wealth Management
Texas
$5.35M 54,883 -8,280 -13%
PPWP
167
Proquility Private Wealth Partners
Nevada
$5.31M 54,485
First Trust Advisors
168
First Trust Advisors
Illinois
$5.26M 53,935 -461 -0.8%
PCP
169
Proficio Capital Partners
Massachusetts
$5.25M 53,805 -42,790 -44%
CWM
170
Congress Wealth Management
Massachusetts
$5.21M 53,438 +3,135 +6%
CS
171
Comerica Securities
Michigan
$5.2M 53,311 -118 -0.2%
CFGS
172
Concourse Financial Group Securities
Alabama
$5.01M 51,399 -2,736 -5%
LBC
173
Lowe Brockenbrough & Co
Virginia
$4.93M 50,553 -16,558 -25%
VT
174
Vise Technologies
New York
$4.8M 49,253 +18,967 +63%
Mariner
175
Mariner
Kansas
$4.8M 49,227 +17,105 +53%