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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 %
FFL
601
Financial Freedom LLC
Ohio
$405K +$2.59K +28 +0.6%
PG
602
Patten Group
Tennessee
$405K -$82.3K -891 -17%
PJSIMP
603
P.J. Schmidt Investment Management (PJS)
Wisconsin
$404K +$2.13K +23 +0.5%
FA
604
Fermata Advisors
California
$404K +$404K +4,370 New
WAL
605
W Advisors LLC
Tennessee
$400K +$11.5K +124 +3%
LWM
606
LongView Wealth Management
Georgia
$390K -$164K -1,772 -30%
MOS
607
MGO One Seven
Ohio
$387K -$46.6K -504 -11%
HWMA
608
Heritage Wealth Management (Arizona)
Arizona
$386K -$16K -173 -4%
SWP
609
Semus Wealth Partners
Florida
$384K -$38.1K -412 -9%
OAP
610
One Advisory Partners
Kansas
$382K +$3.24K +35 +0.9%
RCA
611
Resonant Capital Advisors
Wisconsin
$381K +$381K +4,123 New
IWA
612
IVC Wealth Advisors
Pennsylvania
$376K -$11.8K -128 -3%
VCM
613
Virtue Capital Management
Tennessee
$367K -$51.1K -565 -12%
AP
614
Americana Partners
Texas
$364K -$725K -7,848 -67%
HWM
615
HFG Wealth Management
Texas
$358K -$2.85M -30,808 -89%
CG
616
Cynosure Group
Utah
$353K -$1.05M -11,365 -75%
PA
617
PPM America
Illinois
$351K +$351K +3,800 New
HKIMG
618
Hutchens & Kramer Investment Management Group
Indiana
$348K +$348K +3,803 New
PVI
619
Pine Valley Investments
New Jersey
$338K +$28.7K +310 +9%
FWA
620
FSC Wealth Advisors
New York
$328K +$129K +1,401 +65%
CWM
621
Connecticut Wealth Management
Connecticut
$324K +$3.05K +33 +0.9%
MMG
622
Monetary Management Group
Missouri
$323K
CA
623
CoreCap Advisors
Michigan
$323K +$12.8K +138 +4%
BFG
624
Berger Financial Group
Minnesota
$320K +$64.7K +700 +25%
MA
625
MONECO Advisors
Connecticut
$319K -$26.6K -288 -8%