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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 %
IWM
551
Iams Wealth Management
Nebraska
$589K +$123K +1,310 +26%
Principal Financial Group
552
Principal Financial Group
Iowa
$585K +$1.6K +17 +0.3%
CC
553
Courier Capital
New York
$583K
APC
554
Aspire Private Capital
North Carolina
$582K +$22.8K +242 +4%
MWM
555
Meridian Wealth Management
Kentucky
$577K -$137K -1,455 -19%
GVAG
556
Great Valley Advisor Group
Delaware
$570K -$37K -393 -6%
VWM
557
VCI Wealth Management
Missouri
$567K +$567K +6,030 New
FCC
558
Florin Court Capital
United Kingdom
$564K +$564K +6,000 New
TA
559
TrueWealth Advisors
Alabama
$558K +$21.9K +233 +4%
LWM
560
LongView Wealth Management
Georgia
$558K +$558K +5,987 New
SF
561
Summit Financial
New Jersey
$558K +$45.8K +487 +9%
TWM
562
Trinity Wealth Management
Pennsylvania
$552K +$95.2K +1,012 +21%
CWM
563
Cahaba Wealth Management
Georgia
$548K +$6.77K +72 +1%
FF
564
Friedenthal Financial
New Jersey
$547K -$2.45K -26 -0.4%
CICC
565
Capital Investment Counsel (Colorado)
Colorado
$547K +$547K +5,812 New
JSL
566
JT Stratford LLC
Georgia
$544K +$6.96K +74 +1%
EFG
567
Ehrlich Financial Group
California
$539K +$539K +5,733 New
WHCI
568
W.H. Cornerstone Investments
Massachusetts
$536K -$758K -8,060 -59%
VCA
569
Verdence Capital Advisors
Maryland
$530K +$16.6K +176 +3%
EMAM
570
Encompass More Asset Management
California
$524K +$524K +5,565 New
MPW
571
MA Private Wealth
California
$520K -$133K -1,417 -20%
EWA
572
EP Wealth Advisors
California
$518K +$366K +3,891 +240%
TW
573
TritonPoint Wealth
Maryland
$518K +$518K +5,501 New
Tudor Investment Corp
574
Tudor Investment Corp
Connecticut
$512K +$512K +5,438 New
KP
575
Keel Point
Alabama
$511K +$109K +1,159 +27%