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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 %
WP
251
WealthShield Partners
North Carolina
$3.98M +$714K +7,538 +22%
ACG
252
Allen Capital Group
Nebraska
$3.96M +$3.96M +41,839 New
FAT
253
First American Trust
California
$3.93M +$16.2K +171 +0.4%
CWM
254
Centurion Wealth Management
Virginia
$3.89M +$990K +10,449 +34%
EH
255
Equitable Holdings
New York
$3.88M -$3.8M -40,131 -49%
IAN
256
Integrated Advisors Network
Texas
$3.81M -$7.7M -81,267 -67%
JIP
257
Jaffetilchin Investment Partners
Florida
$3.76M -$8.56M -90,413 -69%
AR
258
Apeiron RIA
Texas
$3.64M +$1.19M +12,548 +48%
BFA
259
BMS Financial Advisors
South Dakota
$3.63M +$2.85M +30,061 +366%
SCA
260
Snowden Capital Advisors
New York
$3.6M +$1.11M +11,761 +45%
PFA
261
Pettinga Financial Advisors
Indiana
$3.57M +$2.83M +29,913 +384%
BPA
262
Beacon Pointe Advisors
California
$3.53M +$1.94M +20,499 +122%
SAM
263
Stansberry Asset Management
Texas
$3.52M -$249K -2,626 -7%
TWM
264
Tradition Wealth Management
Minnesota
$3.5M +$2.96M +31,261 +553%
UFA
265
US Financial Advisors
Massachusetts
$3.46M +$139K +1,470 +4%
PCIA
266
Prime Capital Investment Advisors
Kansas
$3.44M +$3.08M +32,490 +846%
AA
267
Alesco Advisors
New York
$3.43M +$4.74K +50 +0.1%
JSW
268
Journey Strategic Wealth
New Jersey
$3.43M +$3.43M +36,211 New
SSA
269
Schonfeld Strategic Advisors
New York
$3.36M +$791K +8,352 +31%
ACM
270
Arlington Capital Management
Illinois
$3.36M +$2.42M +25,501 +257%
IDBONY
271
Israel Discount Bank of New York
New York
$3.35M +$648K +6,837 +24%
BWP
272
Bernardo Wealth Planning
Pennsylvania
$3.34M +$15.8K +167 +0.5%
WS
273
Wedbush Securities
California
$3.29M +$925K +9,768 +39%
Legacy Financial Group (Iowa)
274
Legacy Financial Group (Iowa)
Iowa
$3.26M +$3.26M +34,451 New
FFA
275
Farther Finance Advisors
California
$3.25M +$1.36M +14,379 +72%