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iShares MBS ETF

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
551
Ausdal Financial Partners
Iowa
$330K +$330K +3,562 New
BFA
552
Beacon Financial Advisory
Ohio
$329K +$329K +3,543 New
Kovitz Investment Group Partners
553
Kovitz Investment Group Partners
Illinois
$323K +$1.86K +20 +0.6%
IWA
554
IVC Wealth Advisors
Pennsylvania
$322K -$58.9K -635 -15%
CWP
555
Concord Wealth Partners
Virginia
$317K -$1.7M -18,382 -84%
D
556
Dentgroup
Louisiana
$314K +$314K +3,386 New
WANY
557
Wealthspire Advisors (New York)
New York
$313K -$226K -2,441 -42%
TW
558
TrinityPoint Wealth
Connecticut
$310K -$37.9K -409 -11%
WB
559
WesBanco Bank
West Virginia
$309K +$309K +3,331 New
CSB
560
City State Bank
Iowa
$308K +$237K +2,560 +337%
JCM
561
Janney Capital Management
Pennsylvania
$303K +$303K +3,267 New
LFA
562
LGT Financial Advisors
Texas
$300K +$300K +3,236 New
CA
563
CoreCap Advisors
Michigan
$299K +$65.3K +704 +28%
RCM
564
Raleigh Capital Management
North Carolina
$298K +$234K +2,524 +368%
AIC
565
Archer Investment Corporation
Indiana
$297K -$21.1K -227 -7%
SC
566
SouthState Corp
Florida
$295K +$295K +3,179 New
CA
567
Continuum Advisory
Idaho
$294K +$294K +3,166 New
CWM
568
C2C Wealth Management
Arizona
$292K
FCBT
569
First Citizens Bank & Trust
North Carolina
$289K +$8.08K +87 +3%
CAM
570
Cidel Asset Management
Ontario, Canada
$289K -$285K
ACA
571
Aptus Capital Advisors
Alabama
$288K +$156K +1,678 +117%
IFS
572
Ifrah Financial Services
Arkansas
$288K +$186 +2 +0.1%
CWM
573
Collaborative Wealth Management
Florida
$288K -$4.27K -46 -1%
NRC
574
New Republic Capital
North Carolina
$287K +$287K +3,099 New
3LCM
575
3D/L Capital Management
Connecticut
$281K +$281K +3,028 New