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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 %
BHPW
526
Beverly Hills Private Wealth
California
$432K +$432K +4,560 New
TWP
527
Tempus Wealth Planning
California
$428K -$124K -1,314 -23%
GFPC
528
Global Financial Private Client
Florida
$428K -$163K -1,719 -28%
FCAM
529
First Citizens Asset Management
North Carolina
$423K -$560K -5,909 -57%
FIBT
530
First International Bank & Trust
North Dakota
$422K +$45.2K +477 +12%
MHB
531
Midwest Heritage Bank
Iowa
$422K -$256K -2,704 -38%
GL
532
Graypoint LLC
New York
$421K +$20.4K +215 +5%
CF
533
Centaurus Financial
California
$416K +$282K +2,976 +210%
FCBT
534
First Citizens Bank & Trust
North Carolina
$411K +$116K +1,229 +39%
VCP
535
Verus Capital Partners
Arizona
$401K +$115K +1,214 +40%
FFL
536
Financial Freedom LLC
Ohio
$400K +$2.08K +22 +0.5%
SC
537
Scotia Capital
Ontario, Canada
$398K -$30.1K -318 -7%
AFP
538
Ausdal Financial Partners
Iowa
$398K +$60.3K +637 +18%
CB
539
Commerce Bank
Missouri
$391K -$27K -285 -6%
V
540
Veritable
Delaware
$388K +$388K +4,100 New
MCA
541
MSH Capital Advisors
Arizona
$376K +$97.7K +1,031 +35%
SWP
542
Semus Wealth Partners
Florida
$374K +$105K +1,104 +39%
MWM
543
Mission Wealth Management
California
$373K -$111K -1,172 -23%
ACP
544
Aveo Capital Partners
Colorado
$372K +$23.4K +247 +7%
PBO
545
Peoples Bank (Ohio)
Ohio
$370K +$13.2K +139 +4%
ACI
546
Alpha Cubed Investments
California
$358K -$11.8K -125 -3%
HAS
547
HBW Advisory Services
California
$358K -$10.4K -110 -3%
AWMNH
548
Arcadia Wealth Management (New Hampshire)
New Hampshire
$358K -$5.5K -58 -2%
NW
549
NewEdge Wealth
Pennsylvania
$356K +$356K +3,754 New
RCM
550
Raleigh Capital Management
North Carolina
$355K +$50.5K +533 +17%