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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 %
CB
676
Centennial Bank
Arkansas
$27.5K
BA
677
Bellwether Advisors
Nebraska
$27.4K -$2.84K -30 -9%
MCM
678
Mill Capital Management
North Carolina
$26.5K
FA
679
Faithward Advisors
Pennsylvania
$26.4K +$20.3K +213 +333%
SCA
680
Stonebridge Capital Advisors
Minnesota
$26.2K +$1.9K +20 +8%
CA
681
Clearstead Advisors
Ohio
$25.3K
WB
682
Webster Bank
Connecticut
$24.8K
RWM
683
Ruedi Wealth Management
Illinois
$24.2K +$24.2K +255 New
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.7K -$1.42K -15 -6%
MA
685
MCF Advisors
Kentucky
$22.6K -$189 -2 -0.8%
SIC
686
Salem Investment Counselors
North Carolina
$20.2K +$20.2K +213 New
BSB
687
Bangor Savings Bank
Maine
$20.2K
WWM
688
Wolff Wiese Magana
California
$20K
ACA
689
Aptus Capital Advisors
Alabama
$18.8K -$276K -2,911 -94%
FCMT
690
Founders Capital Management (Texas)
Texas
$18K
TC
691
Truvestments Capital
Florida
$16.8K -$144K -1,518 -90%
HCA
692
Heck Capital Advisors
Wisconsin
$16.7K +$568 +6 +4%
SS
693
Sunbelt Securities
Texas
$16.6K +$16.6K +176 New
AIP
694
Ameritas Investment Partners
Nebraska
$14.2K
CT
695
Cambridge Trust
Massachusetts
$13.7K
TH
696
TCTC Holdings
Texas
$13.7K
DZ Bank
697
DZ Bank
Germany
$13.3K
FRA
698
Front Row Advisors
California
$13K
TF
699
Tompkins Financial
New York
$12.2K +$12.2K +129 New
RG
700
Retirement Group
California
$12K