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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 %
SL
701
Savior LLC
Massachusetts
$11.4K +$1.04K +11 +10%
AIP
702
Ahrens Investment Partners
Louisiana
$11.1K +$11.1K +117 New
DWA
703
Delos Wealth Advisors
Texas
$10.7K +$853 +9 +9%
SMA
704
Sage Mountain Advisors
Georgia
$10.6K
AIA
705
Armor Investment Advisors
North Carolina
$10.4K -$10.4K -110 -50%
IGWM
706
ICA Group Wealth Management
Colorado
$10K -$499K -5,269 -98%
MAWA
707
Moss Adams Wealth Advisors
Washington
$9.28K +$9.28K +98 New
RWPA
708
Richard W. Paul & Associates
Michigan
$8.72K
CIAS
709
Capital Investment Advisory Services
North Carolina
$8.43K -$56K -591 -87%
HT
710
Headlands Technologies
Illinois
$8.43K +$8.43K +89 New
TAM
711
Tucker Asset Management
Colorado
$8.34K +$5.02K +53 +151%
HR
712
Howe & Rusling
New York
$7.58K -$10.2K -108 -57%
AWM
713
Atticus Wealth Management
Florida
$7.41K -$10.2K -107 -58%
VNA
714
Valley National Advisers
Pennsylvania
$7K -$1.44K -15 -17%
DWMG
715
DB Wealth Management Group
California
$6.63K
GWANC
716
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.63K
FMP
717
Financial Management Professionals
Texas
$6K
CFO
718
CVA Family Office
Colorado
$5.87K
CWM
719
Consultiva Wealth Management
Puerto Rico
$5.78K
AWM
720
Avior Wealth Management
Nebraska
$4.83K +$4.83K +51 New
SWA
721
SOA Wealth Advisors
New York
$4.64K
NIC
722
Northwest Investment Counselors
Oregon
$4.36K
BC
723
Barrett & Company
Rhode Island
$4.23K
TAM
724
Townsend Asset Management
North Carolina
$3.98K +$474 +5 +14%
EWM
725
EPG Wealth Management
Georgia
$3.8K