MBB icon

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 %
LWA
201
Lineweaver Wealth Advisors
Ohio
$3.01M -$91.5K -999 -3%
DTIM
202
Danda Trouve Investment Management
Kansas
$3M -$89K -972 -3%
FCA
203
FLC Capital Advisors
California
$2.98M -$1.35M -14,689 -31%
SWP
204
Stratos Wealth Partners
Ohio
$2.95M +$986K +10,770 +50%
OAM
205
Occidental Asset Management
California
$2.88M +$2.88M +31,455 New
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.88M +$79.1K +864 +3%
PFG
207
PAX Financial Group
Texas
$2.81M -$10.7K -117 -0.4%
RB
208
Renasant Bank
Mississippi
$2.79M +$39.8K +435 +1%
EH
209
Equitable Holdings
New York
$2.76M +$364K +3,971 +15%
Citadel Advisors
210
Citadel Advisors
Florida
$2.7M +$2.7M +29,465 New
JC
211
JB Capital
Connecticut
$2.68M -$987K -10,775 -27%
CA
212
CSM Advisors
Pennsylvania
$2.62M -$907K -9,900 -26%
NRA
213
NSI Retail Advisors
Pennsylvania
$2.62M -$907K -9,900 -26%
NSB
214
Norway Savings Bank
Maine
$2.57M -$710K -7,749 -22%
BEC
215
Blue Edge Capital
Virginia
$2.52M -$131K -1,426 -5%
RAM
216
Riggs Asset Management
Pennsylvania
$2.48M +$2.48M +27,065 New
MIAN
217
Mariner Independent Advisor Network
Kansas
$2.44M +$186K +2,029 +8%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$2.42M +$2.42M +26,397 New
T
219
TNF
Montana
$2.41M -$241K -2,649 -9%
FPCP
220
Fort Point Capital Partners
California
$2.41M +$937K +10,231 +64%
SHJ
221
Sharkey, Howes & Javer
Colorado
$2.41M +$277K +3,024 +13%
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$2.4M -$3.57K -39 -0.1%
SFA
223
Sequoia Financial Advisors
Ohio
$2.38M -$96.2K -1,050 -4%
NYLIM
224
New York Life Investment Management
New York
$2.35M +$287K +3,136 +14%
TPWA
225
TRUE Private Wealth Advisors
Oregon
$2.34M -$166K -1,814 -7%