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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 %
MFG
576
Magnus Financial Group
New York
$511K +$511K +5,429 New
BTWM
577
Baker Tilly Wealth Management
Wisconsin
$504K -$47.5K -505 -9%
TPCW
578
TD Private Client Wealth
New York
$501K +$88.8K +944 +22%
HFS
579
Haverford Financial Services
Pennsylvania
$499K -$470 -5 -0.1%
PG
580
Patten Group
Tennessee
$496K -$252K -2,682 -34%
OLVIG
581
Oliver Lagore Vanvalin Investment Group
Michigan
$493K -$98.8K -1,050 -17%
CPG
582
Cornerstone Planning Group
New Jersey
$491K -$289K -3,070 -37%
VVP
583
Venture Visionary Partners
Ohio
$490K +$490K +5,210 New
RIM
584
Rockbridge Investment Management
New York
$490K -$77.8K -827 -14%
LFAS
585
Level Four Advisory Services
Texas
$490K +$104K +1,103 +27%
BFA
586
Beacon Financial Advisory
Ohio
$483K -$17.4K -185 -3%
SG
587
StoneX Group
New York
$481K -$15.5K -165 -3%
CWP
588
Cyndeo Wealth Partners
Florida
$479K +$479K +5,089 New
FWP
589
FAS Wealth Partners
Kansas
$477K +$385K +4,097 +420%
MPWT
590
MassMutual Private Wealth & Trust
Connecticut
$476K +$420K +4,469 +756%
Verition Fund Management
591
Verition Fund Management
Connecticut
$470K +$470K +5,000 New
NFP
592
Narus Financial Partners
Utah
$470K -$272K -2,889 -37%
CCG
593
Catalina Capital Group
California
$469K +$469K +4,988 New
Citigroup
594
Citigroup
New York
$458K +$54.5K +579 +14%
MA
595
MKT Advisors
California
$454K +$163K +1,753 +56%
CIA
596
Choate Investment Advisors
Massachusetts
$452K +$2.07K +22 +0.5%
Wolverine Trading
597
Wolverine Trading
Illinois
$451K +$451K +4,798 New
FIBT
598
First International Bank & Trust
North Dakota
$450K +$31.2K +332 +7%
CWM
599
Chesapeake Wealth Management
Virginia
$450K +$107K +1,142 +31%
TCPG
600
Trivant Custom Portfolio Group
California
$445K +$403K +4,280 +951%