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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 %
Nomura Asset Management
451
Nomura Asset Management
Japan
$748K
GVAG
452
Great Valley Advisor Group
Delaware
$748K +$69.9K +737 +10%
ARC
453
Advisor Resource Council
Texas
$736K +$736K +7,751 New
RFN
454
RDA Financial Network
Iowa
$735K +$286K +3,022 +64%
RJT
455
Raymond James Trust
Florida
$734K +$14.8K +156 +2%
VPP
456
Vertex Planning Partners
Illinois
$732K +$173K +1,830 +31%
MC
457
Moors & Cabot
Massachusetts
$732K -$79.9K -844 -10%
PIA
458
Perennial Investment Advisors
California
$731K +$448K +4,729 +158%
TF
459
TimeScale Financial
Massachusetts
$730K +$730K +7,704 New
APC
460
Aspire Private Capital
North Carolina
$728K +$143K +1,509 +24%
Simplex Trading
461
Simplex Trading
Illinois
$723K +$723K +7,640 New
EWA
462
EverSource Wealth Advisors
Alabama
$708K +$232K +2,450 +49%
FPAS
463
Focus Partners Advisor Solutions
Missouri
$703K +$60.8K +642 +9%
NFP
464
Narus Financial Partners
Utah
$690K +$27.9K +295 +4%
LSA
465
Lion Street Advisors
Texas
$689K +$103K +1,086 +18%
OLVIG
466
Oliver Lagore Vanvalin Investment Group
Michigan
$678K +$166K +1,756 +33%
WAL
467
W Advisors LLC
Tennessee
$677K +$169K +1,783 +33%
RW
468
Rede Wealth
Virginia
$674K +$474 +5 +0.1%
FNBOSM
469
First National Bank of South Miami
Florida
$669K +$853 +9 +0.1%
PFG
470
Pacific Financial Group
Washington
$663K +$7.48K +79 +1%
D
471
Diversified
Delaware
$661K +$80.5K +850 +14%
MPW
472
MA Private Wealth
California
$657K -$156K -1,644 -19%
FFS
473
Founders Financial Securities
Maryland
$637K -$405K -4,276 -39%
SFM
474
Signet Financial Management
New Jersey
$636K -$43.4K -458 -6%
MSAGDF
475
Moneda SA Administradora General de Fondos
Chile
$632K +$25.7K +271 +4%