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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 %
MRC
651
Millburn Ridgefield Corp
New York
$78.1K +$3.51K +37 +5%
FCA
652
Fortis Capital Advisors
Kansas
$77.9K +$35.6K +376 +84%
DI
653
Disciplined Investments
Oklahoma
$72.3K
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$71K +$1.71K +18 +2%
HS
655
Horan Securities
United States
$70.2K -$11.5K -121 -14%
HGERS
656
Householder Group Estate & Retirement Specialist
Arizona
$67K +$67K +708 New
DSC
657
Duncker Streett & Co
Missouri
$65.9K
PO
658
Private Ocean
California
$65.7K
AWA
659
Alaska Wealth Advisors
Alaska
$63.4K +$63.4K +669 New
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.6K +$56.6K +598 New
Commonwealth Equity Services
661
Commonwealth Equity Services
Massachusetts
$56.6K +$14.6K +154,101 +35%
EWM
662
Endurance Wealth Management
Rhode Island
$56K
PP
663
Pacifica Partners
Canada
$55.6K +$45.8K +482 +468%
GI
664
Gradient Investments
Minnesota
$53.8K -$10.3K -109 -16%
IRC
665
Investors Research Corp
Georgia
$52.3K
AWM
666
AllSquare Wealth Management
New York
$49.4K +$474 +5 +1%
PP
667
PrairieView Partners
Minnesota
$46K +$46K +487 New
National Bank of Canada
668
National Bank of Canada
Quebec, Canada
$39.8K
ANBT
669
American National Bank & Trust
Texas
$37.4K
TIM
670
Thompson Investment Management
Wisconsin
$37.4K +$37.4K +395 New
TWA
671
TCI Wealth Advisors
Arizona
$35.7K
OC
672
Oakworth Capital
Alabama
$35.5K
CP
673
Castleview Partners
Texas
$34.8K
NFSG
674
Newbridge Financial Services Group
Florida
$31.7K +$95 +1 +0.3%
GEA
675
Glen Eagle Advisors
New Jersey
$29.7K +$20.1K +212 +210%