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iShares MBS ETF

759 hedge funds and large institutions have $24.2B invested in iShares MBS ETF in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 260 increasing their positions, 352 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12.1%
Holding in Top 10
74
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.33%
% of All Funds
1.18%
New
76
Increased
260
Reduced
352
Closed
80
Calls
$192M
Puts
$35.2M
Net Calls
+$157M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
701
Plante Moran Financial Advisors
Michigan
$24.5K +$24.5K +276 New
MA
702
MCF Advisors
Kentucky
$23.4K -$2.04K -23 -8%
TRCT
703
Tower Research Capital (TRC)
New York
$23.4K +$7.73K +87 +49%
SCA
704
Stonebridge Capital Advisors
Minnesota
$22.8K
TAM
705
Tucker Asset Management
Colorado
$22.1K -$50.8K -572 -70%
IRC
706
Investors Research Corp
Georgia
$21.2K -$1.87K -21 -8%
VAG
707
VisionPoint Advisory Group
Texas
$19.6K +$19.6K +221 New
WWM
708
Wolff Wiese Magana
California
$19.1K
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.8K +$18.8K +214 New
TSWM
710
Tyler-Stone Wealth Management
Ohio
$18K
CTC
711
Central Trust Company
Missouri
$17.8K -$17K -191 -49%
LWANC
712
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.8K -$4.44K -50 -20%
FCMT
713
Founders Capital Management (Texas)
Texas
$17.2K
ADL
714
Asset Dedication LLC
California
$17K +$12.9K +150 +319%
PCTC
715
Perkins Coie Trust Company
Washington
$16.4K +$16.4K +185 New
PIM
716
Progressive Investment Management
Oregon
$16.2K +$16.2K +182 New
HCA
717
Heck Capital Advisors
Wisconsin
$15.9K +$178 +2 +1%
KSWA
718
Kathleen S. Wright Associates
Pennsylvania
$15.5K
FA
719
Faithward Advisors
Pennsylvania
$15.4K -$3.9K -44 -20%
RW
720
RVW Wealth
California
$14.7K +$14.7K +165 New
SIS
721
Sound Income Strategies
Florida
$13.6K +$4.97K +56 +58%
AIP
722
Ameritas Investment Partners
Nebraska
$13.3K
TH
723
TCTC Holdings
Texas
$12.9K
CT
724
Cambridge Trust
Massachusetts
$12.9K
FRA
725
Front Row Advisors
California
$12.3K