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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 %
CWP
626
Concord Wealth Partners
Virginia
$172K -$152K -1,602 -47%
AAS
627
Ameritas Advisory Services
Nebraska
$170K -$71.2K -753 -30%
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$157K +$853 +9 +0.5%
TRCT
629
Tower Research Capital (TRC)
New York
$150K +$136K +1,428 +939%
FFA
630
Founders Financial Alliance
North Carolina
$149K -$31.9K -337 -18%
BI
631
Bramshill Investments
Florida
$146K +$31.9K +337 +28%
Jones Financial Companies
632
Jones Financial Companies
Missouri
$135K +$135K +1,423 New
FA
633
Fortis Advisors
Pennsylvania
$134K +$54.6K +576 +69%
CA
634
Centerpoint Advisors
Massachusetts
$132K +$123K +1,298 +1,298%
BF
635
BOK Financial
Oklahoma
$131K -$110K -1,160 -46%
MHR
636
Matthew Hamilton Rosenberg
$124K -$4.74K -50 -4%
KSWA
637
Kathleen S. Wright Associates
Pennsylvania
$123K
HWA
638
HHM Wealth Advisors
Tennessee
$121K +$121K +1,277 New
Bessemer Group
639
Bessemer Group
New Jersey
$106K -$1.23K -13 -1%
TFGT
640
TS Financial Group (TSFG)
Illinois
$105K
LJHT
641
Laurie J. Hall Trustee
$104K +$104K +1,100 New
AFS
642
Annapolis Financial Services
Maryland
$103K +$379 +4 +0.4%
HIA
643
Harbor Investment Advisory
Maryland
$93.2K +$15.4K +163 +20%
QCG
644
Quadrant Capital Group
Ohio
$92.3K +$92.3K +974 New
S
645
SignatureFD
Georgia
$89.7K +$85.5K +903 +2,052%
SC
646
SouthState Corp
Florida
$89K -$212K -2,239 -70%
FWA
647
FSC Wealth Advisors
New York
$85.4K +$36.9K +390 +76%
MCA
648
Maryland Capital Advisors
Maryland
$80.6K
CHA
649
Carmichael Hill & Associates
Maryland
$79.8K -$14.2K -150 -15%
BFEC
650
Benjamin F. Edwards & Company
Missouri
$79K +$4.55K +48 +6%