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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 %
William Blair & Company
551
William Blair & Company
Illinois
$347K -$11.9K -126 -3%
CWM
552
Cornerstone Wealth Management
Missouri
$343K +$343K +3,618 New
SW
553
SVB Wealth
Massachusetts
$341K -$3.55M -37,457 -91%
IWA
554
IVC Wealth Advisors
Pennsylvania
$340K +$10.7K +113 +3%
SAG
555
SageView Advisory Group
California
$339K -$614K -6,480 -64%
RFA
556
Resurgent Financial Advisors
Georgia
$338K +$68.3K +721 +25%
LWM
557
Laidlaw Wealth Management
New York
$336K -$30.4K -321 -8%
Loomis, Sayles & Company
558
Loomis, Sayles & Company
Massachusetts
$333K -$11.2M -118,693 -97%
MMG
559
Monetary Management Group
Missouri
$332K -$94.7K -1,000 -22%
FA
560
Flagstar Advisors
New York
$331K +$70.8K +747 +27%
CA
561
Continuum Advisory
Idaho
$328K +$27.9K +295 +9%
HPC
562
Hobart Private Capital
North Carolina
$325K -$577K -6,094 -64%
OBWG
563
Onyx Bridge Wealth Group
New York
$323K -$33.2K -350 -9%
SPWG
564
Syntegra Private Wealth Group
Missouri
$319K +$43K +454 +16%
HF
565
HRT Financial
New York
$315K -$32.3M -341,455 -99%
CSB
566
City State Bank
Iowa
$315K
HWM
567
HB Wealth Management
Georgia
$312K -$27.1K -286 -8%
WEG
568
World Equity Group
Illinois
$312K -$1.4M -15,052 -82%
KIG
569
Kowal Investment Group
Wisconsin
$308K +$40.5K +428 +15%
WANY
570
Wealthspire Advisors (New York)
New York
$300K -$19.2K -203 -6%
CA
571
Claro Advisors
Massachusetts
$295K +$295K +3,112 New
IFS
572
Ifrah Financial Services
Arkansas
$294K -$758 -8 -0.3%
CWM
573
C2C Wealth Management
Arizona
$289K
IC
574
IEQ Capital
California
$283K +$283K +2,983 New
NRC
575
New Republic Capital
North Carolina
$281K -$12.2K -129 -4%