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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 %
BAM
501
BTS Asset Management
Massachusetts
$547K -$95 -1 -0%
SP
502
SWS Partners
Ohio
$539K +$539K +5,692 New
CWM
503
Cahaba Wealth Management
Georgia
$536K +$2.84K +30 +0.5%
VCA
504
Verdence Capital Advisors
Maryland
$536K +$95 +1 +0%
OAP
505
One Advisory Partners
Kansas
$526K -$1.02M -10,802 -66%
SAS
506
Stelac Advisory Services
New York
$519K -$1.07M -11,256 -67%
PJSIMP
507
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K +$29.1K +308 +6%
GCWM
508
Graham Capital Wealth Management
District of Columbia
$495K +$495K +522 New
WI
509
Wintrust Investments
Illinois
$494K +$77.3K +816 +19%
HFS
510
Haverford Financial Services
Pennsylvania
$492K -$17.1K -180 -3%
AIC
511
Argus Investors Counsel
New York
$488K
D
512
Dentgroup
Louisiana
$487K +$166K +1,751 +52%
BFA
513
Beacon Financial Advisory
Ohio
$484K +$148K +1,561 +44%
Kovitz Investment Group Partners
514
Kovitz Investment Group Partners
Illinois
$477K +$147K +1,553 +45%
WWM
515
Western Wealth Management
Colorado
$475K +$475K +5,009 New
EWA
516
Evolution Wealth Advisors
Florida
$474K
WT
517
Whittier Trust
California
$474K
TSA
518
Tri-Star Advisors
Texas
$461K -$15.8M -166,975 -97%
SP
519
Successful Portfolios
Florida
$461K +$15.2K +160 +3%
MSFS
520
Main Street Financial Solutions
Pennsylvania
$457K +$474 +5 +0.1%
IP
521
Intellectus Partners
California
$457K +$1.23K +13 +0.3%
SWM
522
Silverlake Wealth Management
Vermont
$449K +$225K +2,373 +100%
KP
523
Keel Point
Alabama
$441K +$97.3K +1,027 +28%
IAS
524
IMA Advisory Services
Colorado
$438K
PPP
525
Private Portfolio Partners
New Jersey
$433K -$55.9K -590 -11%