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iShares MBS ETF

855 hedge funds and large institutions have $27.3B invested in iShares MBS ETF in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 317 increasing their positions, 289 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+96
Holders Change %
+12.65%
% of All Funds
12.53%
Holding in Top 10
80
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.11%
% of All Funds
1.17%
New
179
Increased
317
Reduced
289
Closed
69
Calls
$70.2M
Puts
$30.4M
Net Calls
+$39.8M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Shares
Change %
BWAM
226
Boyd Watterson Asset Management
Ohio
$5.99M -$506K -5,383 -8%
BHWM
227
Bay Harbor Wealth Management
Maryland
$5.97M +$79.2K +842 +1%
LA
228
Lifeworks Advisors
Michigan
$5.97M +$506K +5,380 +9%
KFS
229
Kelly Financial Services
Massachusetts
$5.84M +$10.5K +112 +0.2%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$5.84M -$1.9M -20,172 -25%
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$5.8M +$5.76M +61,250 +14,653%
KFSC
232
Keystone Financial Services (Colorado)
Colorado
$5.72M -$146K -1,547 -2%
WA
233
WBH Advisory
Maryland
$5.68M -$640K -6,808 -10%
CL
234
Choreo LLC
Illinois
$5.63M +$1.64M +17,381 +41%
GFS
235
GYL Financial Synergies
Connecticut
$5.61M +$5.61M +59,636 New
ARC
236
Advisor Resource Council
Texas
$5.53M +$5.26M +55,873 +1,952%
FA
237
Forefront Analytics
Pennsylvania
$5.49M +$3.36M +35,756 +158%
CWM
238
Congress Wealth Management
Massachusetts
$5.46M -$73.5K -781 -1%
SVWG
239
Shared Vision Wealth Group
United States
$5.45M +$5.45M +57,956 New
DL
240
DOHJ LLC
Washington
$5.43M +$5.43M +57,742 New
LIM
241
Leavell Investment Management
Alabama
$5.42M +$2.48M +26,350 +84%
ESL
242
Endurance Services Ltd
New York
$5.41M +$5.41M +57,544 New
CAM
243
Cobblestone Asset Management
Virginia
$5.39M +$146K +1,547 +3%
AWMT
244
AAFMAA Wealth Management & Trust
North Carolina
$5.37M +$5.37M +57,087 New
BNP Paribas Financial Markets
245
BNP Paribas Financial Markets
France
$5.36M +$2.79M +29,638 +108%
AC
246
Allstate Corporation
Illinois
$5.28M -$3.29M -35,000 -38%
SWC
247
Spectrum Wealth Counsel
Indiana
$5.24M +$5.24M +55,670 New
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$5.23M +$5.23M +55,540 New
SWM
249
SigFig Wealth Management
California
$5.21M +$144K +1,528 +3%
SWM
250
Spire Wealth Management
Virginia
$5.21M +$468K +5,046 +10%