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iShares MBS ETF

777 hedge funds and large institutions have $25.4B invested in iShares MBS ETF in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 357 increasing their positions, 232 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+36
Holders Change %
+4.86%
% of All Funds
12.25%
Holding in Top 10
75
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.32%
% of All Funds
1.18%
New
99
Increased
357
Reduced
232
Closed
54
Calls
$26.5M
Puts
$36.9M
Net Calls
-$10.4M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MSL
451
Mackay Shields LLC
New York
$844K
CCA
452
Catalyst Capital Advisors
New York
$831K -$56.9K -610 -6%
NFP
453
Narus Financial Partners
Utah
$825K +$146K +1,568 +22%
MAM
454
MMA Asset Management
Pennsylvania
$818K +$818K +8,775 New
OC
455
Oppenheimer & Co
New York
$811K +$811K +8,699 New
Schroder Investment Management Group
456
Schroder Investment Management Group
United Kingdom
$809K -$9.63M -103,287 -92%
PFG
457
Pacific Financial Group
Washington
$807K +$154K +1,648 +24%
BBA
458
Braun-Bostich & Associates
Pennsylvania
$800K +$37.6K +403 +5%
VPP
459
Vertex Planning Partners
Illinois
$798K +$77.8K +834 +11%
CIP
460
Chartwell Investment Partners
Pennsylvania
$797K
PP
461
Patron Partners
Texas
$796K -$4.2K -45 -0.5%
PIA
462
Perennial Investment Advisors
California
$795K +$75.5K +810 +10%
GVAG
463
Great Valley Advisor Group
Delaware
$793K +$57K +611 +8%
RFN
464
RDA Financial Network
Iowa
$788K +$64.1K +687 +9%
SFG
465
Sovereign Financial Group
Connecticut
$787K -$33.7K -361 -4%
RFG
466
Range Financial Group
Oregon
$784K -$379K -4,069 -33%
SWG
467
Summit Wealth Group
Vermont
$781K -$17M -181,752 -96%
LCGC
468
Legacy Capital Group California
California
$780K -$25.7K -276 -3%
Vontobel Holding
469
Vontobel Holding
Switzerland
$775K
AL
470
ADE LLC
Maryland
$769K -$60.1K -644 -7%
UB
471
UMB Bank
Missouri
$766K +$594K +6,374 +347%
CFA
472
Cahill Financial Advisors
Minnesota
$761K +$761K +8,155 New
ACM
473
Anfield Capital Management
California
$758K
B
474
Barings
North Carolina
$755K
Nomura Asset Management
475
Nomura Asset Management
Japan
$737K