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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 %
NCL
351
Nishkama Capital LLC
Puerto Rico
$1.69M +$1.69M +17,884 New
JE
352
JMAC Enterprises
Pennsylvania
$1.68M +$1.68M +17,708 New
AR
353
Advisory Research
Illinois
$1.66M -$199K -2,105 -11%
T
354
TRUADVICE
Florida
$1.66M +$166K +1,746 +11%
TC
355
Telemus Capital
Michigan
$1.64M -$191K -2,013 -10%
RW
356
Regimen Wealth
Georgia
$1.64M +$462K +5,528 +39%
NSB
357
Norway Savings Bank
Maine
$1.64M -$395K -4,169 -19%
DWT
358
Dorsey & Whitney Trust
South Dakota
$1.62M +$318K +3,356 +24%
TFA
359
Teamwork Financial Advisors
Texas
$1.62M +$1.16M +12,277 +255%
SPC
360
Sigma Planning Corp
Michigan
$1.6M +$236K +2,496 +17%
TLFA
361
True Link Financial Advisors
California
$1.59M -$43.2K -456 -3%
SS
362
Simplicity Solutions
Minnesota
$1.57M +$1.31M +13,880 +514%
PA
363
Parallel Advisors
California
$1.56M +$1.06M +11,207 +211%
DFC
364
DB Fitzpatrick & Co
Idaho
$1.55M +$373K +3,942 +32%
GP
365
Girard Partners
Pennsylvania
$1.54M -$66.1K -698 -4%
FNB
366
Farmers National Bank
Kentucky
$1.52M +$22K +232 +1%
FTS
367
Fifth Third Securities
Ohio
$1.51M +$94.5K +998 +7%
AWA
368
Arete Wealth Advisors
Illinois
$1.5M -$823K -8,686 -35%
JWCA
369
J.W. Cole Advisors
Florida
$1.5M +$619K +6,530 +70%
BBNA
370
Bremer Bank National Association
Minnesota
$1.49M
AWM
371
Apollon Wealth Management
South Carolina
$1.47M +$704K +7,429 +92%
WP
372
WealthPLAN Partners
Nebraska
$1.43M +$117K +1,236 +9%
CCA
373
Cobblestone Capital Advisors
New York
$1.43M -$1.43M -15,108 -50%
JCM
374
Jacobi Capital Management
Pennsylvania
$1.43M +$78.1K +824 +6%
JWCA
375
J.W. Coons Advisors
Ohio
$1.41M -$20.8K -220 -1%