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iShares MBS ETF

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
CMI
401
Clare Market Investments
Texas
$906K +$906K +9,765 New
LF
402
Lantz Financial
Illinois
$902K +$902K +9,725 New
WIA
403
World Investment Advisors
California
$894K +$570K +6,142 +175%
MAG
404
Mayfair Advisory Group
Alabama
$891K +$190 +2 +0%
HPC
405
Hobart Private Capital
North Carolina
$883K +$557 +6 +0.1%
BFA
406
BMS Financial Advisors
South Dakota
$883K +$176K +1,637 +25%
ACM
407
Anfield Capital Management
California
$869K -$4.01K -42 -0.5%
PCM
408
Penserra Capital Management
California
$867K +$867K +9,349 New
CC
409
Cypress Capital
Tennessee
$863K -$20K -216 -2%
JWCA
410
J.W. Cole Advisors
Florida
$861K -$649 -7 -0.1%
PG
411
Patten Group
Tennessee
$860K -$97K -1,046 -10%
PTC
412
Private Trust Company
Ohio
$853K +$380K +4,102 +81%
Comerica Bank
413
Comerica Bank
Texas
$852K -$313K -3,277 -27%
MSL
414
Mackay Shields LLC
New York
$839K +$153K +1,650 +22%
KFP
415
KB Financial Partners
New Jersey
$831K +$831K +8,958 New
RFP
416
RCS Financial Planning
Maryland
$828K +$828K +8,929 New
TPCW
417
TD Private Client Wealth
New York
$824K -$219K -2,366 -21%
GWP
418
Gateway Wealth Partners
Wisconsin
$819K +$819K +8,835 New
CCA
419
Catalyst Capital Advisors
New York
$818K +$59.8K +645 +8%
Allianz Asset Management
420
Allianz Asset Management
Germany
$816K -$3.71K -40 -0.5%
MPW
421
MA Private Wealth
California
$796K +$207K +2,235 +35%
MC
422
Moors & Cabot
Massachusetts
$795K +$55.9K +603 +8%
CIP
423
Chartwell Investment Partners
Pennsylvania
$793K
CAM
424
Concorde Asset Management
Michigan
$787K +$450K +4,847 +133%
PP
425
Patron Partners
Texas
$779K -$46K -496 -6%