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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 %
LA
401
Lane & Associates
New Jersey
$1.67M +$147K +1,559 +10%
JCM
402
Jacobi Capital Management
Pennsylvania
$1.67M +$170K +1,811 +11%
AR
403
Advisory Research
Illinois
$1.65M
KC
404
Kepos Capital
New York
$1.65M -$2.98M -31,700 -64%
AC
405
Annandale Capital
Texas
$1.62M +$1.41M +14,973 +661%
PW
406
Peninsula Wealth
California
$1.61M +$1.61M +17,096 New
LBC
407
Lowe Brockenbrough & Co
Virginia
$1.6M -$366K -3,885 -19%
Mackenzie Financial
408
Mackenzie Financial
Ontario, Canada
$1.59M +$1.59M +16,907 New
OWM
409
OneAscent Wealth Management
Alabama
$1.59M +$1.59M +16,881 New
GP
410
Girard Partners
Pennsylvania
$1.58M -$30.2K -321 -2%
GWP
411
Gateway Wealth Partners
Wisconsin
$1.57M +$163K +1,731 +12%
SAM
412
Strategy Asset Managers
California
$1.55M -$226K -2,405 -13%
1WM
413
1900 Wealth Management
Texas
$1.55M -$764K -8,119 -33%
WP
414
WealthPLAN Partners
Nebraska
$1.54M +$345K +3,670 +29%
DG
415
DMC Group
Alabama
$1.54M -$118K -1,259 -7%
RSWM
416
Robertson Stephens Wealth Management
California
$1.52M -$302K -3,211 -17%
FNB
417
Farmers National Bank
Kentucky
$1.51M
Nomura Asset Management
418
Nomura Asset Management
Japan
$1.5M +$753K +8,000 +101%
WIA
419
World Investment Advisors
California
$1.49M -$843K -8,958 -36%
BBNA
420
Bremer Bank National Association
Minnesota
$1.48M
DWT
421
Dorsey & Whitney Trust
South Dakota
$1.45M +$2.07K +22 +0.1%
BWM
422
Baystate Wealth Management
Massachusetts
$1.43M +$50.5K +537 +4%
CG
423
Cynosure Group
Utah
$1.43M +$1.43M +15,182 New
PA
424
Parallel Advisors
California
$1.43M +$9.31K +99 +0.7%
QPWM
425
Quadrant Private Wealth Management
Pennsylvania
$1.42M +$241K +2,563 +20%