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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 %
EH
251
Equitable Holdings
New York
$5.14M +$365K +3,882 +8%
SA
252
Scarborough Advisors
Maryland
$5.05M -$40.3K -428 -0.8%
Cerity Partners
253
Cerity Partners
New York
$4.99M -$11.3M -120,389 -69%
NW
254
NewEdge Wealth
Pennsylvania
$4.94M +$3.48M +36,994 +238%
SAM
255
Stansberry Asset Management
Texas
$4.94M -$326K -3,469 -6%
GL
256
Graypoint LLC
New York
$4.86M +$108K +1,146 +2%
MYIA
257
Mount Yale Investment Advisors
Colorado
$4.84M +$2.92M +31,063 +152%
WWG
258
West Wealth Group
California
$4.83M -$49.8K -529 -1%
NP
259
NorthRock Partners
Minnesota
$4.79M +$4.79M +50,875 New
FPCP
260
Fort Point Capital Partners
California
$4.79M -$3.03M -32,172 -39%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$4.73M -$519K -5,513 -10%
SL
262
SWMG LLC
Texas
$4.65M -$119K -1,266 -2%
BWP
263
Bernardo Wealth Planning
Pennsylvania
$4.63M +$896K +9,524 +24%
EP
264
Essential Planning
New Hampshire
$4.62M -$197K -2,093 -4%
CCWA
265
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.61M -$350K -3,724 -7%
Comerica Bank
266
Comerica Bank
Texas
$4.58M -$1.58M -16,764 -26%
Nuveen Asset Management
267
Nuveen Asset Management
Illinois
$4.51M +$4.51M +47,898 New
MWAM
268
Manhattan West Asset Management
California
$4.49M +$562K +5,976 +14%
LA
269
Lindenwold Advisors
Pennsylvania
$4.43M +$49.9K +530 +1%
SPIA
270
Steward Partners Investment Advisory
New York
$4.34M +$92.9K +987 +2%
WA
271
Wealth Alliance
New York
$4.3M +$473K +5,031 +12%
CWS
272
Cypress Wealth Services
California
$4.27M -$656K -6,968 -13%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$4.26M +$539K +5,725 +14%
RIA
274
Regal Investment Advisors
Michigan
$4.24M +$183K +1,947 +5%
FFN
275
Focus Financial Network
Minnesota
$4.21M +$19.8K +210 +0.5%