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iShares MBS ETF

835 hedge funds and large institutions have $26.7B invested in iShares MBS ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 390 increasing their positions, 276 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
-20
Holders Change %
-2.34%
% of All Funds
12.1%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
1.04%
New
85
Increased
390
Reduced
276
Closed
90
Calls
$80.3M
Puts
$19.1M
Net Calls
+$61.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
351
Copperleaf Capital
North Carolina
$2.37M +$162K +1,753 +7%
MYIA
352
Mount Yale Investment Advisors
Colorado
$2.32M -$2.44M -26,370 -51%
FAG
353
Financial Advisory Group
Texas
$2.31M -$1.36M -14,713 -37%
OWMIAS
354
One Wealth Management Investment & Advisory Services
Florida
$2.31M +$511K +5,528 +28%
C1AG
355
Client 1st Advisory Group
Florida
$2.3M -$339K -3,666 -13%
SFS
356
Sowell Financial Services
Arkansas
$2.3M +$198K +2,147 +9%
MWM
357
Maripau Wealth Management
Indiana
$2.27M -$57.3K -620 -2%
UFA
358
US Financial Advisors
Massachusetts
$2.24M +$146K +1,576 +7%
OMC
359
Old Mission Capital
Illinois
$2.23M +$1.88M +20,365 +543%
IDBONY
360
Israel Discount Bank of New York
New York
$2.22M -$855K -9,254 -28%
AA
361
Ancora Advisors
Ohio
$2.22M +$1.28M +13,882 +137%
FAM
362
Family Asset Management
South Carolina
$2.15M -$355K -3,841 -14%
MBT
363
Montecito Bank & Trust
California
$2.14M +$303K +3,275 +16%
LHC
364
Little House Capital
Massachusetts
$2.11M +$2.11M +22,852 New
SB
365
Strategic Blueprint
Georgia
$2.1M -$47.5K -514 -2%
MFG
366
MidWestOne Financial Group
Iowa
$2.1M -$88K -952 -4%
FCI
367
Financial Counselors Inc
Kansas
$2.09M +$37.2K +403 +2%
SAM
368
Simplify Asset Management
Nevada
$2.07M -$5.38M -58,200 -72%
PBM
369
Propel Bio Management
California
$2.07M
BWM
370
Brown Wealth Management
Illinois
$2.06M +$11.5K +124 +0.6%
NCFG
371
New Century Financial Group
New Jersey
$2.04M -$458K -4,956 -18%
MIS
372
Morningstar Investment Services
Illinois
$2.04M -$457K -4,933 -18%
KC
373
Kepos Capital
New York
$2.04M +$417K +4,500 +26%
TPWA
374
TRUE Private Wealth Advisors
Oregon
$1.99M -$165K -1,785 -8%
LPAM
375
Lodestar Private Asset Management
California
$1.99M +$103K +1,117 +5%