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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 %
MOS
601
MGO One Seven
Ohio
$442K +$101K +1,077 +30%
PBF
602
Petix & Botte Financial
California
$438K -$847 -9 -0.2%
FCBT
603
First Citizens Bank & Trust
North Carolina
$436K -$149K -1,586 -26%
SPC
604
Sigma Planning Corp
Michigan
$436K -$1.26M -13,435 -74%
WI
605
Wintrust Investments
Illinois
$435K -$10.2K -108 -2%
BWCS
606
Beirne Wealth Consulting Services
Connecticut
$431K +$431K +4,583 New
SWP
607
Semus Wealth Partners
Florida
$430K +$58.1K +618 +16%
VCM
608
Virtue Capital Management
Tennessee
$430K +$148K +1,593 +53%
ATC
609
Argent Trust Co
Tennessee
$424K +$137K +1,451 +47%
SWM
610
Silverlake Wealth Management
Vermont
$419K -$125K -1,331 -23%
MHB
611
Midwest Heritage Bank
Iowa
$416K
FCA
612
FinTrust Capital Advisors
South Carolina
$414K -$14.9K -158 -3%
DWMG
613
DB Wealth Management Group
California
$411K +$410K +4,358 +31,129%
FFL
614
Financial Freedom LLC
Ohio
$409K +$4.99K +53 +1%
Koshinski Asset Management
615
Koshinski Asset Management
Illinois
$409K -$277K -2,945 -40%
HWMA
616
Heritage Wealth Management (Arizona)
Arizona
$409K +$409K +4,348 New
BCG
617
Breakwater Capital Group
New Jersey
$407K +$407K +4,385 New
PJSIMP
618
P.J. Schmidt Investment Management (PJS)
Wisconsin
$403K +$73.3K +791 +22%
O3W
619
Omni 360 Wealth
New Jersey
$401K +$401K +4,266 New
WAM
620
Wolverine Asset Management
Illinois
$399K -$1.9M -20,243 -83%
FCP
621
Fidelis Capital Partners
Florida
$399K +$399K +4,238 New
WAL
622
W Advisors LLC
Tennessee
$396K +$68.7K +730 +21%
IWA
623
IVC Wealth Advisors
Pennsylvania
$395K -$18.8K -200 -5%
PB
624
Pinnacle Bancorp
Nebraska
$392K +$392K +4,168 New
EW
625
Evoke Wealth
California
$390K -$65M -691,348 -99%