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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 %
APW
276
Acima Private Wealth
Virginia
$3.24M +$3.24M +34,192 New
RB
277
Renasant Bank
Mississippi
$3.24M -$45.8K -484 -1%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$3.24M +$2.34M +58,838 +259%
KWS
279
Keystone Wealth Services
California
$3.21M +$479K +5,059 +18%
IA
280
IFP Advisors
Florida
$3.09M +$505K +4,730 +20%
Brown Advisory
281
Brown Advisory
Maryland
$3.06M +$2.67M +28,210 +684%
LBC
282
Lowe Brockenbrough & Co
Virginia
$3.03M +$672K +7,097 +28%
SB
283
Strategic Blueprint
Georgia
$3.03M +$210K +2,215 +7%
HI
284
Harbour Investments
Wisconsin
$3.01M +$296K +3,123 +11%
TPWA
285
TRUE Private Wealth Advisors
Oregon
$2.89M -$752K -7,933 -21%
BBWP
286
Beacon Bridge Wealth Partners
Pennsylvania
$2.89M +$943K +9,954 +49%
CGFA
287
Colton Groome Financial Advisors
North Carolina
$2.87M -$1.35M -14,203 -32%
JIR
288
James Investment Research
Ohio
$2.85M +$343K +3,621 +14%
CAG
289
Csenge Advisory Group
Florida
$2.84M +$688K +7,262 +32%
PWMG
290
Provence Wealth Management Group
California
$2.83M +$493K +5,206 +21%
PTC
291
Private Trust Company
Ohio
$2.81M +$1.94M +20,495 +223%
KPWS
292
Kestra Private Wealth Services
Texas
$2.81M +$229K +2,418 +9%
CAS
293
Coppell Advisory Solutions
Texas
$2.78M -$84K -889 -3%
CASC
294
Coppell Advisory Solutions Corp
Texas
$2.78M -$84K -889 -3%
BEC
295
Blue Edge Capital
Virginia
$2.78M -$10.1K -107 -0.4%
MWM
296
Maripau Wealth Management
Indiana
$2.74M -$78.5K -829 -3%
FPCP
297
Fort Point Capital Partners
California
$2.67M -$29.8K -315 -1%
HFW
298
Horizon Family Wealth
Illinois
$2.67M -$401K -4,228 -13%
DE
299
Day & Ennis
Georgia
$2.65M +$949K +10,019 +56%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$2.63M +$208K +2,195 +9%