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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 %
BIA
526
Bigelow Investment Advisors
Maine
$674K -$254K -2,695 -27%
IAIM
527
International Assets Investment Management
Florida
$665K +$665K +7,064 New
BAM
528
BOS Asset Management
Illinois
$664K +$241K +2,561 +57%
AIA
529
Angeles Investment Advisors
California
$659K +$659K +7,000 New
PIA
530
Perennial Investment Advisors
California
$653K -$4.99K -53 -0.8%
WWP
531
WR Wealth Planners
Missouri
$651K -$138K -1,470 -18%
EWA
532
Exencial Wealth Advisors
Oklahoma
$650K +$650K +6,908 New
FNBT
533
FineMark National Bank & Trust
Florida
$642K -$107K -1,133 -14%
SFG
534
Sovereign Financial Group
Connecticut
$642K +$114K +1,210 +22%
DIA
535
Dana Investment Advisors
Wisconsin
$637K +$80.8K +859 +15%
AA
536
Advisory Alpha
Michigan
$633K -$125K -1,328 -16%
CMI
537
Clare Market Investments
Texas
$629K -$202K -2,150 -24%
RFA
538
Resurgent Financial Advisors
Georgia
$629K +$64.4K +685 +11%
JWCA
539
J.W. Cole Advisors
Florida
$628K +$121K +1,290 +24%
TWP
540
Tempus Wealth Planning
California
$627K +$17.5K +186 +3%
SWM
541
Seed Wealth Management
Illinois
$622K +$73.4K +785 +13%
ACM
542
Absolute Capital Management
Pennsylvania
$620K +$28.8K +306 +5%
WHG
543
Westwood Holdings Group
Texas
$613K +$346K +3,683 +130%
FA
544
Fiduciary Alliance
South Carolina
$610K -$183K -1,948 -23%
PFA
545
Pinnacle Family Advisors
Missouri
$608K -$16.7K -178 -3%
1WA
546
180 Wealth Advisors
Washington
$606K -$15.9K -170 -3%
EWA
547
Evolution Wealth Advisors
Florida
$602K
FNC
548
First National Corp
Massachusetts
$594K +$43.6K +463 +8%
NL
549
NWAM LLC
Washington
$591K -$283K -3,010 -32%
AWM
550
Adams Wealth Management
Utah
$590K +$590K +6,273 New