MBB icon

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 %
ACM
551
Absolute Capital Management
Pennsylvania
$577K -$31.3K -339 -5%
CC
552
Courier Capital
New York
$573K
LNWWM
553
Laird Norton Wetherby Wealth Management
California
$560K +$560K +6,060 New
FF
554
Friedenthal Financial
New Jersey
$554K +$16.4K +177 +3%
TA
555
TrueWealth Advisors
Alabama
$552K +$3.42K +37 +0.6%
MA
556
MKT Advisors
California
$551K +$111K +1,229 +25%
WEG
557
World Equity Group
Illinois
$549K -$151K -1,632 -22%
EWA
558
EP Wealth Advisors
California
$548K +$38.9K +421 +8%
CMI
559
Clare Market Investments
Texas
$547K -$71.6K -775 -12%
CWM
560
Cahaba Wealth Management
Georgia
$542K +$3.42K +37 +0.6%
WWP
561
WR Wealth Planners
Missouri
$542K -$97.7K -1,057 -15%
PB
562
Pinnacle Bancorp
Nebraska
$534K +$149K +1,608 +39%
VCA
563
Verdence Capital Advisors
Maryland
$534K +$13.2K +143 +3%
SF
564
Summit Financial
New Jersey
$530K -$17.5K -189 -3%
MSFS
565
Main Street Financial Solutions
Pennsylvania
$525K +$197K +2,130 +60%
WI
566
Wintrust Investments
Illinois
$524K +$96.6K +1,045 +23%
KP
567
Keel Point
Alabama
$506K +$3.88K +42 +0.8%
TWM
568
Trinity Wealth Management
Pennsylvania
$497K -$45.3K -490 -8%
NFP
569
Narus Financial Partners
Utah
$497K +$35.7K +386 +8%
TC
570
TAP Consulting
Missouri
$494K +$494K +5,341 New
LFAS
571
Level Four Advisory Services
Texas
$490K
VWWMG
572
Vermillion & White Wealth Management Group
Pennsylvania
$486K +$214K +2,316 +79%
TFA
573
Tranquilli Financial Advisor
New Jersey
$483K -$812K -8,789 -63%
HFS
574
Haverford Financial Services
Pennsylvania
$482K -$8.78K -95 -2%
VVP
575
Venture Visionary Partners
Ohio
$480K -$1.11K -12 -0.2%