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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 %
AAP
376
Arax Advisory Partners
Colorado
$1.39M -$92.6K -978 -6%
WCM
377
Wealthcare Capital Management
Virginia
$1.39M -$155K -1,638 -10%
Charles Schwab
378
Charles Schwab
California
$1.37M +$354K +3,735 +35%
DG
379
DMC Group
Alabama
$1.36M +$414K +4,364 +44%
CFAM
380
Coury Firm Asset Management
Pennsylvania
$1.36M -$14.1M -13,064 -91%
FCAG
381
First Capital Advisors Group
New Jersey
$1.35M +$1.3M +13,760 +3,065%
Wolverine Trading
382
Wolverine Trading
Illinois
$1.34M +$1.34M +14,192 New
AWM
383
Alterna Wealth Management
Texas
$1.33M +$158K +1,667 +13%
BAM
384
Belpointe Asset Management
Nevada
$1.32M -$298K -3,141 -18%
AG
385
Ascent Group
Virginia
$1.32M +$545K +5,751 +71%
AIM
386
Acropolis Investment Management
Missouri
$1.31M -$2.27K -24 -0.2%
PA
387
PFG Advisors
Arizona
$1.31M -$229K -2,422 -15%
TC
388
Trilogy Capital
California
$1.31M +$280K +2,958 +27%
RF
389
RHS Financial
California
$1.3M +$371K +3,920 +40%
SFS
390
Sowell Financial Services
Arkansas
$1.29M -$763K -8,057 -37%
NYLIM
391
New York Life Investment Management
New York
$1.28M -$129K -1,366 -9%
SW
392
Simplicity Wealth
New Jersey
$1.27M +$891K +9,408 +237%
BWM
393
Baystate Wealth Management
Massachusetts
$1.26M +$115K +1,219 +10%
Verition Fund Management
394
Verition Fund Management
Connecticut
$1.26M +$1.26M +13,287 New
OL
395
Optas LLC
Texas
$1.24M +$1.24M +13,045 New
HIM
396
Hanlon Investment Management
New Jersey
$1.22M +$164K +1,734 +16%
FA
397
FC Advisory
Pennsylvania
$1.21M +$23K +243 +2%
SF
398
Synovus Financial
Georgia
$1.2M +$20.9K +221 +2%
SWP
399
Stratos Wealth Partners
Ohio
$1.2M -$1.72M -18,190 -59%
LA
400
Lane & Associates
New Jersey
$1.2M +$746K +7,875 +165%