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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 %
FHA
401
Flagship Harbor Advisors
Massachusetts
$1.19M +$84.7K +894 +8%
RFG
402
Range Financial Group
Oregon
$1.18M +$232K +2,451 +24%
MFG
403
MidWestOne Financial Group
Iowa
$1.17M -$49.8K -526 -4%
BWL
404
Bogart Wealth LLC
Virginia
$1.16M -$152K -1,600 -12%
DADC
405
D.A. Davidson & Co
Montana
$1.15M +$107K +1,126 +10%
CWA
406
Clearview Wealth Advisors
Oregon
$1.15M -$1.71M -18,050 -60%
TFA
407
Tranquilli Financial Advisor
New Jersey
$1.14M -$116K -1,225 -9%
SPI
408
Sutton Place Investors
New York
$1.13M +$116K +1,222 +11%
CMI
409
Clare Market Investments
Texas
$1.13M +$204K +2,150 +22%
PCM
410
Penserra Capital Management
California
$1.11M +$229K +2,419 +26%
IWM
411
IHT Wealth Management
Illinois
$1.1M -$73.5K -776 -6%
WWP
412
WR Wealth Planners
Missouri
$1.1M +$432K +4,565 +65%
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$1.1M +$90.6K +956 +9%
NRI
414
NFP Retirement Inc
California
$1.09M +$433K +4,568 +66%
WHCI
415
W.H. Cornerstone Investments
Massachusetts
$1.09M +$628K +6,625 +135%
GWP
416
Gateway Wealth Partners
Wisconsin
$1.05M +$213K +2,253 +26%
RFP
417
RCS Financial Planning
Maryland
$1.05M +$200K +2,115 +24%
GM
418
GeoWealth Management
Illinois
$1.03M +$22.7K +240 +2%
FHC
419
First Heartland Consultants
Missouri
$1.03M +$242K +2,559 +31%
WFC
420
Western Financial Corp
California
$1.02M -$18.9K -199 -2%
FNBT
421
FineMark National Bank & Trust
Florida
$1.02M -$61K -644 -6%
TPCW
422
TD Private Client Wealth
New York
$1.01M +$165K +1,741 +20%
AWM
423
Avaii Wealth Management
Wisconsin
$980K +$247K +2,605 +34%
SFA
424
Source Financial Advisors
New York
$974K -$10.5K -111 -1%
LNC
425
Lincoln National Corp
Pennsylvania
$973K +$507K +5,356 +109%