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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 %
VCP
576
Verus Capital Partners
Arizona
$280K +$280K +3,015 New
PIA
577
Perennial Investment Advisors
California
$277K +$277K +2,986 New
MCA
578
MSH Capital Advisors
Arizona
$272K +$272K +2,933 New
SPWG
579
Syntegra Private Wealth Group
Missouri
$271K +$271K +2,916 New
SCFS
580
S.C. Financial Services
Arizona
$268K +$268K +2,892 New
RFA
581
Resurgent Financial Advisors
Georgia
$265K +$265K +2,852 New
LWP
582
Lumature Wealth Partners
Georgia
$264K -$24.9K -268 -9%
SWP
583
Semus Wealth Partners
Florida
$264K +$264K +2,844 New
KIG
584
Kowal Investment Group
Wisconsin
$262K +$262K +2,825 New
DWM
585
Defined Wealth Management
Oregon
$261K +$261K +2,811 New
PWPCM
586
Perella Weinberg Partners Capital Management
New York
$257K +$257K +2,775 New
FA
587
Flagstar Advisors
New York
$255K -$68K -733 -21%
BWM
588
Bulltick Wealth Management
Florida
$252K
SS
589
Simplicity Solutions
Minnesota
$250K -$40.4K -436 -14%
HCP
590
Hexagon Capital Partners
Arkansas
$250K -$96.6K -1,042 -28%
PFS
591
Prospera Financial Services
Texas
$247K +$33.5K +361 +16%
NP
592
NorthRock Partners
Minnesota
$245K -$18.9K -199 -7%
CWM
593
Cabot Wealth Management
Massachusetts
$244K -$37K -399 -13%
FA
594
Financial Advantage
Maryland
$240K +$95.9K +1,034 +67%
SC
595
Solstein Capital
California
$238K
QC
596
QCM Cayman
Texas
$238K +$238K +2,565 New
TWM
597
Trinity Wealth Management
Pennsylvania
$237K +$19.1K +206 +9%
NAM
598
NTV Asset Management
West Virginia
$237K -$44.8K -483 -16%
RPWA
599
Regent Peak Wealth Advisors
Georgia
$237K -$90.4K -975 -28%
AAS
600
Ameritas Advisory Services
Nebraska
$237K +$237K +2,551 New