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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 %
CFD
376
Creative Financial Designs
Indiana
$1.97M +$285K +3,089 +17%
WPW
377
Watershed Private Wealth
Illinois
$1.96M +$1.96M +21,214 New
IPW
378
Impact Partnership Wealth
Georgia
$1.96M -$1.28M -13,838 -40%
SC
379
Sierra Capital
Florida
$1.95M -$283K -3,067 -13%
CCC
380
Chesapeake Capital Corp
Florida
$1.94M -$668K -7,231 -26%
FHA
381
Flagship Harbor Advisors
Massachusetts
$1.93M +$241K +2,612 +14%
IA
382
IFP Advisors
Florida
$1.93M -$719K -7,776 -27%
CCA
383
Cobblestone Capital Advisors
New York
$1.91M -$909K -9,839 -32%
WWM
384
Western Wealth Management
Colorado
$1.87M -$215K -2,325 -10%
PA
385
Parallel Advisors
California
$1.83M +$432K +4,678 +31%
ECM
386
Evergreen Capital Management
Washington
$1.82M -$952K -10,300 -34%
JCM
387
Jacobi Capital Management
Pennsylvania
$1.82M +$187K +2,019 +11%
RAM
388
Riggs Asset Management
Pennsylvania
$1.82M -$140K -1,514 -7%
VFPW
389
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.81M +$4.62K +50 +0.3%
DFC
390
DB Fitzpatrick & Co
Idaho
$1.79M +$147K +1,594 +9%
BBHC
391
Brown Brothers Harriman & Co
New York
$1.79M
PW
392
Peninsula Wealth
California
$1.78M +$195K +2,113 +12%
VCP
393
Verus Capital Partners
Arizona
$1.77M +$479K +5,182 +37%
CFS
394
Coordinated Financial Services
Colorado
$1.77M +$1.77M +19,154 New
GIA
395
GHP Investment Advisors
Colorado
$1.77M +$12.9K +140 +0.7%
VPA
396
Vernal Point Advisors
California
$1.76M
MWM
397
Modern Wealth Management
Kansas
$1.73M +$1.42M +15,364 +454%
PCM
398
Parsons Capital Management
Rhode Island
$1.71M -$191K -2,064 -10%
GP
399
Girard Partners
Pennsylvania
$1.69M +$143K +1,547 +9%
FWP
400
Firethorn Wealth Partners
Georgia
$1.67M +$1.66K +18 +0.1%