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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 %
GIA
476
Gladstone Institutional Advisory
Florida
$854K -$43.2K -467 -5%
RFG
477
Range Financial Group
Oregon
$851K +$65.8K +712 +8%
GC
478
GFG Capital
Florida
$850K -$192K -2,075 -18%
AIM
479
Acropolis Investment Management
Missouri
$839K -$12.8K -138 -1%
SAM
480
Smartleaf Asset Management
Massachusetts
$836K +$84.7K +914 +11%
WHG
481
Westwood Holdings Group
Texas
$831K +$229K +2,475 +38%
KWM
482
Keebeck Wealth Management
Illinois
$824K +$64.1K +694 +8%
1WM
483
1900 Wealth Management
Texas
$813K -$709K -7,675 -47%
HIM
484
Hanlon Investment Management
New Jersey
$811K +$6.19K +67 +0.8%
FHC
485
First Heartland Consultants
Missouri
$808K +$5.73K +62 +0.7%
ARC
486
Advisor Resource Council
Texas
$807K -$4.72M -50,153 -85%
IGWM
487
ICA Group Wealth Management
Colorado
$804K -$212K -2,298 -21%
IWM
488
Iams Wealth Management
Nebraska
$800K +$226K +2,460 +39%
CA
489
Claro Advisors
Massachusetts
$799K -$1.45M -15,671 -64%
LA
490
LexAurum Advisors
Kansas
$791K -$17.8K -193 -2%
FCP
491
Fidelis Capital Partners
Florida
$791K +$399K +4,320 +102%
MSWMA
492
Market Street Wealth Management Advisors
Indiana
$788K -$1.34M -14,454 -63%
CFA
493
Cahill Financial Advisors
Minnesota
$782K -$30K -325 -4%
CFG
494
Cooper Financial Group
California
$781K -$23.7K -256 -3%
PIA
495
Perennial Investment Advisors
California
$779K +$137K +1,486 +21%
MSAGDF
496
Moneda SA Administradora General de Fondos
Chile
$777K -$29.9K -324 -4%
SFM
497
Signet Financial Management
New Jersey
$771K -$36K -390 -4%
TWP
498
Tempus Wealth Planning
California
$771K +$155K +1,673 +25%
MWS
499
Maxwell Wealth Strategies
California
$769K -$113K -1,246 -13%
PCA
500
Pallas Capital Advisors
Massachusetts
$766K -$90.9K -983 -11%