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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 %
CNC
326
Citizens & Northern Corp
Pennsylvania
$2.21M
VWM
327
Venturi Wealth Management
Texas
$2.19M -$304K -3,213 -12%
QA
328
Quantitative Advantage
Minnesota
$2.16M +$298K +3,150 +16%
OAM
329
Oppenheimer Asset Management
New York
$2.16M +$5.21K +55 +0.2%
AWM
330
Axxcess Wealth Management
California
$2.13M +$558K +5,889 +36%
MYIA
331
Mount Yale Investment Advisors
Colorado
$2.12M -$6.75M -71,252 -76%
SC
332
Sierra Capital
Florida
$2.07M +$723K +7,631 +53%
MLA
333
My Legacy Advisors
Oregon
$2.04M +$262K +2,775 +15%
Millennium Management
334
Millennium Management
New York
$2M +$2M +21,069 New
IA
335
IFG Advisory
Georgia
$1.98M +$1.24M +13,062 +167%
AA
336
Ancora Advisors
Ohio
$1.95M +$169K +1,780 +9%
LIM
337
Leavell Investment Management
Alabama
$1.95M -$181K -1,912 -9%
DI
338
DFPG Investments
Utah
$1.89M +$1.89M +19,932 New
SFA
339
Sequoia Financial Advisors
Ohio
$1.87M -$150K -1,581 -7%
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$531K +5,603 +40%
SWP
341
ShoreHaven Wealth Partners
New Jersey
$1.84M -$35.8K -378 -2%
FA
342
Forefront Analytics
Pennsylvania
$1.84M -$80.8K -853 -4%
FNC
343
First National Corp
Massachusetts
$1.79M +$376K +3,966 +27%
ACM
344
Antonetti Capital Management
Florida
$1.77M +$28.4K +300 +2%
HWM
345
HFG Wealth Management
Texas
$1.75M +$1.75M +18,513 New
CFG
346
Carr Financial Group
Massachusetts
$1.75M +$474K +5,000 +37%
CFG
347
Cooper Financial Group
California
$1.73M +$110K +1,161 +7%
SMI
348
Shelter Mutual Insurance
Missouri
$1.71M
BF
349
Blankinship & Foster
California
$1.7M -$3.75M -39,560 -69%
CFA
350
Camarda Financial Advisors
Florida
$1.7M +$1.7M +17,903 New