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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 %
VFA
426
Values First Advisors
Tennessee
$771K -$722K -7,789 -48%
FHC
427
First Heartland Consultants
Missouri
$768K +$483K +5,210 +170%
HHRDM
428
H&H Retirement Design & Management
Nevada
$764K -$723K -7,562 -49%
AG
429
Ascent Group
Virginia
$755K -$74.1K -799 -9%
B
430
Barings
North Carolina
$751K
AWM
431
Apollon Wealth Management
South Carolina
$750K +$65.9K +710 +10%
Nomura Asset Management
432
Nomura Asset Management
Japan
$733K +$390K +4,200 +114%
BBA
433
Braun-Bostich & Associates
Pennsylvania
$730K -$9.46K -102 -1%
IA
434
IFG Advisory
Georgia
$726K +$491K +5,298 +209%
PFA
435
Pettinga Financial Advisors
Indiana
$722K +$722K +7,789 New
AWM
436
Avaii Wealth Management
Wisconsin
$718K +$136K +1,466 +23%
VC
437
Veracity Capital
Georgia
$712K +$366K +3,951 +106%
BI
438
Ballast Inc
Kentucky
$707K -$9.13M -98,478 -93%
RJT
439
Raymond James Trust
Florida
$704K -$370K -3,989 -34%
LWAC
440
Laurel Wealth Advisors (California)
California
$702K +$52.5K +566 +8%
KC
441
Kepos Capital
New York
$686K +$677K +7,300 +7,300%
FAM
442
Family Asset Management
South Carolina
$670K +$670K +7,223 New
LSA
443
Lion Street Advisors
Texas
$667K -$22.5K -209 -3%
SFG
444
Sovereign Financial Group
Connecticut
$665K +$665K +7,173 New
SFM
445
Signet Financial Management
New Jersey
$665K +$112K +1,211 +20%
MHB
446
Midwest Heritage Bank
Iowa
$664K -$102K -1,101 -13%
GVAG
447
Great Valley Advisor Group
Delaware
$664K +$89K +960 +15%
CAL
448
Capital Analysts LLC
Pennsylvania
$662K +$610K +6,580 +1,173%
RW
449
Rede Wealth
Virginia
$660K -$137K -1,475 -17%
BFG
450
Buttonwood Financial Group
Missouri
$659K +$659K +7,104 New