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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 %
FF
476
Friedenthal Financial
New Jersey
$631K +$37.4K +394 +6%
Fifth Third Bancorp
477
Fifth Third Bancorp
Ohio
$628K +$498K +5,262 +384%
ACM
478
Absolute Capital Management
Pennsylvania
$628K +$237K +2,497 +60%
GIA
479
Gladstone Institutional Advisory
Florida
$627K +$15.6K +165 +3%
SG
480
StoneX Group
New York
$625K +$758 +8 +0.1%
FCA
481
FinTrust Capital Advisors
South Carolina
$620K
SAM
482
Simplify Asset Management
Nevada
$619K +$619K +6,531 New
JSL
483
JT Stratford LLC
Georgia
$616K +$233K +2,457 +61%
VCM
484
Virtue Capital Management
Tennessee
$616K +$616K +6,501 New
Citadel Advisors
485
Citadel Advisors
Florida
$610K +$423K +4,467 +227%
1WA
486
180 Wealth Advisors
Washington
$609K -$15.6K -165 -3%
CHAM
487
Clear Harbor Asset Management
Connecticut
$606K +$176K +1,855 +41%
FT
488
Fiduciary Trust
Massachusetts
$594K +$231K +2,443 +64%
PFA
489
Pinnacle Family Advisors
Missouri
$587K +$137K +1,451 +31%
RFWA
490
RPg Family Wealth Advisory
Massachusetts
$581K +$581K +6,133 New
SWM
491
Seed Wealth Management
Illinois
$575K +$2.37K +25 +0.4%
CC
492
Courier Capital
New York
$575K +$16.5K +174 +3%
TW
493
TrinityPoint Wealth
Connecticut
$572K +$255K +2,693 +81%
DIA
494
Dana Investment Advisors
Wisconsin
$569K +$91.1K +962 +19%
MA
495
MONECO Advisors
Connecticut
$565K +$565K +5,961 New
TA
496
TrueWealth Advisors
Alabama
$564K +$2.94K +31 +0.5%
RIM
497
Rockbridge Investment Management
New York
$561K -$19.9K -210 -3%
Lido Advisors
498
Lido Advisors
California
$559K +$3.03K +32 +0.5%
LA
499
Latitude Advisors
Florida
$553K +$101K +1,068 +22%
AFA
500
American Financial Advisors
Georgia
$551K -$49.5K -523 -8%