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iShares MBS ETF

741 hedge funds and large institutions have $23.9B invested in iShares MBS ETF in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 380 increasing their positions, 189 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-9
Holders Change %
-1.2%
% of All Funds
11.86%
Holding in Top 10
76
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.15%
% of All Funds
1.22%
New
92
Increased
380
Reduced
189
Closed
82
Calls
$17.3M
Puts
$6.59M
Net Calls
+$10.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
226
Transcend Capital Advisors
New Jersey
$5.26M +$440K +4,648 +9%
Goldman Sachs
227
Goldman Sachs
New York
$5.18M +$90.6K +956 +2%
PPWP
228
Proquility Private Wealth Partners
Nevada
$5.12M +$1.28M +13,540 +33%
SPIA
229
Steward Partners Investment Advisory
New York
$5.1M +$405K +4,277 +9%
SL
230
SWMG LLC
Texas
$4.99M +$998K +10,538 +25%
CAM
231
Cresset Asset Management
Illinois
$4.96M -$24.2M -255,155 -83%
Invesco
232
Invesco
Georgia
$4.96M +$1.61M +16,959 +48%
WA
233
Wealth Alliance
New York
$4.93M +$1.19M +12,519 +32%
FFN
234
Focus Financial Network
Minnesota
$4.88M +$4.88M +51,545 New
SWM
235
Spire Wealth Management
Virginia
$4.88M +$2.84M +29,968 +139%
EP
236
Essential Planning
New Hampshire
$4.86M +$127K +1,352 +3%
ACA
237
Ackerman Capital Advisors
Texas
$4.81M +$4.81M +50,785 New
MA
238
Mutual Advisors
Nebraska
$4.73M +$1.45M +15,307 +44%
CC
239
Copperleaf Capital
North Carolina
$4.71M +$947K +10,001 +25%
HighTower Advisors
240
HighTower Advisors
Illinois
$4.71M -$785K -8,301 -14%
PPC
241
Park Place Capital
Alabama
$4.6M +$173K +1,822 +4%
1WM
242
1900 Wealth Management
Texas
$4.6M
RIA
243
Regal Investment Advisors
Michigan
$4.57M +$678K +7,154 +17%
VAS
244
Vestmark Advisory Solutions
Massachusetts
$4.55M +$135K +1,422 +3%
PG
245
Proffitt & Goodson
Tennessee
$4.49M -$18.7K -197 -0.4%
HPM
246
Hoxton Planning & Management
West Virginia
$4.42M +$90.6K +956 +2%
RAM
247
Riggs Asset Management
Pennsylvania
$4.41M -$217K -2,294 -5%
NCM
248
Northwest Capital Management
Oregon
$4.37M +$642K +6,776 +17%
MFA
249
Mayflower Financial Advisors
Massachusetts
$4.3M +$1.47M +15,502 +52%
KI
250
Kapitalo Investimentos
Brazil
$4.26M -$13.6M -143,968 -76%