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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 %
TWA
676
TCI Wealth Advisors
Arizona
$35K
OC
677
Oakworth Capital
Alabama
$34.8K -$32.5K -350 -48%
CP
678
Castleview Partners
Texas
$34K -$1.95K -21 -5%
NFSG
679
Newbridge Financial Services Group
Florida
$30.9K +$4.36K +47 +16%
FGAM
680
Financial Gravity Asset Management
Texas
$30.6K -$484K -1,471 -94%
BA
681
Bellwether Advisors
Nebraska
$29.6K
LS
682
Leelyn Smith
Illinois
$28K +$12.5K +135 +81%
MPWT
683
MassMutual Private Wealth & Trust
Connecticut
$28K +$28K +298 New
CB
684
Centennial Bank
Arkansas
$26.9K +$26.9K +290 New
MCM
685
Mill Capital Management
North Carolina
$26K
CA
686
Clearstead Advisors
Ohio
$24.8K +$24.8K +267 New
LWANC
687
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.6K
CH
688
Canton Hathaway
Rhode Island
$24K -$2.36K -26 -9%
WB
689
Webster Bank
Connecticut
$24K
SCA
690
Stonebridge Capital Advisors
Minnesota
$23.8K -$59.2K -638 -71%
ZIG
691
Zullo Investment Group
Pennsylvania
$23.7K
MA
692
MCF Advisors
Kentucky
$22.4K +$12.1K +130 +117%
AIA
693
Armor Investment Advisors
North Carolina
$20.4K +$20.4K +220 New
BSB
694
Bangor Savings Bank
Maine
$20K
WWM
695
Wolff Wiese Magana
California
$19.6K -$320K -3,455 -94%
RBC
696
Romano Brothers & Co
Illinois
$18.9K +$18.9K +204 New
FCMT
697
Founders Capital Management (Texas)
Texas
$18K
TSWM
698
Tyler-Stone Wealth Management
Ohio
$18K
HR
699
Howe & Rusling
New York
$17.4K +$17.4K +188 New
AWM
700
Atticus Wealth Management
Florida
$17.1K -$89.8K -970 -84%