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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 %
TI
501
Tidal Investments
Wisconsin
$815K +$815K +8,667 New
FFS
502
Founders Financial Securities
Maryland
$808K +$148K +1,568 +22%
NSB
503
Norway Savings Bank
Maine
$807K -$380K -4,041 -32%
CIP
504
Chartwell Investment Partners
Pennsylvania
$804K
RFG
505
Range Financial Group
Oregon
$799K +$16.6K +176 +2%
CC
506
Cypress Capital
Tennessee
$798K -$52.4K -557 -6%
AFP
507
Ausdal Financial Partners
Iowa
$793K +$43.7K +465 +6%
D
508
Diversified
Delaware
$791K +$81.5K +866 +11%
WFC
509
Western Financial Corp
California
$786K -$5.65K -60 -0.7%
VPP
510
Vertex Planning Partners
Illinois
$774K +$102K +1,079 +15%
KWM
511
Keebeck Wealth Management
Illinois
$773K +$61.8K +657 +9%
AL
512
ADE LLC
Maryland
$772K +$15.1K +161 +2%
SAM
513
Smartleaf Asset Management
Massachusetts
$763K +$763K +8,103 New
B
514
Barings
North Carolina
$762K
RFN
515
RDA Financial Network
Iowa
$760K +$31.8K +338 +4%
LSA
516
Lion Street Advisors
Texas
$737K +$85.1K +905 +13%
SP
517
SWS Partners
Ohio
$736K +$201K +2,135 +38%
BF
518
BOK Financial
Oklahoma
$725K +$553K +5,880 +322%
WEG
519
World Equity Group
Illinois
$712K -$244K -2,598 -26%
CGFA
520
Colton Groome Financial Advisors
North Carolina
$711K -$559K -5,946 -44%
Financial Engines Advisors
521
Financial Engines Advisors
California
$708K +$708K +7,524 New
Vontobel Holding
522
Vontobel Holding
Switzerland
$696K
CCM
523
Coldstream Capital Management
Washington
$683K +$683K +7,257 New
LCGC
524
Legacy Capital Group California
California
$680K -$105K -1,121 -13%
FT
525
Fiduciary Trust
Massachusetts
$677K -$35.7K -379 -5%