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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 %
HSBC Holdings
301
HSBC Holdings
United Kingdom
$2.63M +$2.63M +27,765 New
DAS
302
Dynamic Advisor Solutions
Arizona
$2.6M +$1.1M +11,636 +73%
VHAM
303
Van Hulzen Asset Management
California
$2.6M +$292K +3,077 +13%
PCA
304
Prosperity Capital Advisors
Ohio
$2.6M +$2.11M +22,310 +434%
LA
305
Lindenwold Advisors
Pennsylvania
$2.6M +$115K +1,211 +5%
SIA
306
SkyView Investment Advisors
New Jersey
$2.58M +$2.09M +22,079 +433%
PCM
307
Parsons Capital Management
Rhode Island
$2.57M -$136K -1,436 -5%
WI
308
WrapManager Inc
California
$2.54M +$73.4K +775 +3%
AF
309
Advisornet Financial
Minnesota
$2.53M +$614K +6,478 +32%
FHA
310
First Horizon Advisors
Tennessee
$2.5M +$355K +3,745 +17%
NRA
311
NSI Retail Advisors
Pennsylvania
$2.5M
CA
312
CSM Advisors
Pennsylvania
$2.5M
RSWM
313
Robertson Stephens Wealth Management
California
$2.5M +$259K +2,733 +12%
BFG
314
Buttonwood Financial Group
Missouri
$2.47M +$1.8M +18,990 +267%
CFD
315
Creative Financial Designs
Indiana
$2.46M +$1.51M +15,942 +159%
WIA
316
World Investment Advisors
California
$2.45M +$1.53M +16,191 +168%
TCWA
317
Ten Capital Wealth Advisors
Washington
$2.44M +$145K +1,531 +6%
LA
318
Lifeworks Advisors
Michigan
$2.42M +$2.42M +25,555 New
CCM
319
Crabel Capital Management
California
$2.39M -$210K -2,213 -8%
FAM
320
Family Asset Management
South Carolina
$2.32M +$1.63M +17,240 +239%
SAM
321
Strategy Asset Managers
California
$2.31M -$777K -8,199 -25%
FWP
322
Firethorn Wealth Partners
Georgia
$2.31M +$575K +6,132 +33%
CIC
323
Cutler Investment Counsel
Oregon
$2.3M -$13M -137,485 -85%
BCM
324
BlueCrest Capital Management
Jersey
$2.29M +$2.29M +24,192 New
QFA
325
Quattro Financial Advisors
Texas
$2.24M +$80K +845 +4%