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iShares MBS ETF

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
RW
576
Rede Wealth
Virginia
$585K -$6.13K -64 -1%
SAM
577
Smartleaf Asset Management
Massachusetts
$584K +$44.7K +465 +8%
CA
578
CoreCap Advisors
Michigan
$579K +$579K +6,040 New
PCM
579
Presidio Capital Management
California
$578K -$196K -2,045 -25%
AIA
580
Angeles Investment Advisors
California
$576K +$269K +2,810 +88%
Financial Engines Advisors
581
Financial Engines Advisors
California
$569K +$74.8K +781 +15%
FF
582
Friedenthal Financial
New Jersey
$567K -$62.4K -651 -10%
AA
583
Advisory Alpha
Michigan
$567K
ACA
584
Aptus Capital Advisors
Alabama
$558K -$3.81M -39,773 -87%
WWP
585
WR Wealth Planners
Missouri
$554K +$7.38K +77 +1%
CWM
586
Cahaba Wealth Management
Georgia
$552K -$48K -501 -8%
Tudor Investment Corp
587
Tudor Investment Corp
Connecticut
$551K +$551K +5,750 New
NFP
588
Narus Financial Partners
Utah
$550K +$20.2K +211 +4%
BHPW
589
Beverly Hills Private Wealth
California
$548K -$509K -5,311 -48%
VWWMG
590
Vermillion & White Wealth Management Group
Pennsylvania
$542K +$57.2K +597 +12%
EWA
591
EP Wealth Advisors
California
$535K +$48.2K +503 +10%
CI
592
CacheTech Inc
Utah
$531K -$35.7K -373 -6%
AWM
593
Adams Wealth Management
Utah
$531K -$35.7K -373 -6%
KP
594
Keel Point
Alabama
$529K +$12.6K +131 +2%
LCGC
595
Legacy Capital Group California
California
$528K
RC
596
Rareview Capital
Nevada
$522K
ETC
597
Exchange Traded Concepts
Oklahoma
$519K +$519K +5,420 New
OPAM
598
Ocean Park Asset Management
California
$519K +$519K +5,420 New
ACP
599
Aveo Capital Partners
Colorado
$517K +$222K +2,318 +75%
BAM
600
Berkshire Asset Management
Pennsylvania
$509K