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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 %
CT
576
Colonial Trust
South Carolina
$281K +$196K +2,067 +231%
3LCM
577
3D/L Capital Management
Connecticut
$275K -$12K -127 -4%
CAM
578
Cidel Asset Management
Ontario, Canada
$274K -$289K
Citigroup
579
Citigroup
New York
$270K +$35.3K +373 +15%
LWP
580
Lumature Wealth Partners
Georgia
$269K
CWM
581
Cabot Wealth Management
Massachusetts
$264K +$15K +158 +6%
SFG
582
Summit Financial Group
West Virginia
$264K -$125K -1,315 -32%
EL
583
EQ LLC
Washington
$260K +$260K +2,747 New
RFC
584
Regions Financial Corp
Alabama
$253K +$47.4K +501 +23%
HCP
585
Hexagon Capital Partners
Arkansas
$252K -$3.22K -34 -1%
LFA
586
LGT Financial Advisors
Texas
$251K -$55.4K -585 -18%
AC
587
Annandale Capital
Texas
$251K +$251K +2,648 New
AIC
588
Archer Investment Corporation
Indiana
$249K -$54.5K -575 -18%
AWA
589
Arkadios Wealth Advisors
Georgia
$246K +$15.8K +167 +7%
FA
590
Financial Advantage
Maryland
$245K
CWM
591
Chesapeake Wealth Management
Virginia
$245K -$110K -1,156 -31%
SC
592
Solstein Capital
California
$244K
BWM
593
Bulltick Wealth Management
Florida
$243K -$14.8K -156 -6%
NAM
594
NTV Asset Management
West Virginia
$243K +$474 +5 +0.2%
RPWA
595
Regent Peak Wealth Advisors
Georgia
$242K
IWM
596
Iams Wealth Management
Nebraska
$242K -$162K -1,711 -40%
PA
597
Parkside Advisors
California
$242K -$2.45M -25,803 -91%
GLLW
598
Graves Light Lenhart Wealth
Virginia
$240K +$1.33K +14 +0.6%
TA
599
TruWealth Advisors
Louisiana
$239K +$239K +2,526 New
FLA
600
Financial Life Advisors
Texas
$238K +$11.7K +124 +5%