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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 %
FHB
626
First Hawaiian Bank
Hawaii
$390K +$92.1K +979 +31%
OAP
627
One Advisory Partners
Kansas
$385K -$30.5K -324 -7%
VFG
628
Victory Financial Group
Texas
$385K +$385K +4,087 New
AWA
629
Arkadios Wealth Advisors
Georgia
$384K +$85.1K +905 +29%
Lido Advisors
630
Lido Advisors
California
$381K -$40.8K -434 -10%
SP
631
Successful Portfolios
Florida
$379K -$5.65K -60 -1%
EC
632
Elequin Capital
New York
$374K +$374K +3,978 New
ACI
633
Alpha Cubed Investments
California
$372K +$9.22K +98 +3%
PA
634
PFG Advisors
Arizona
$369K -$175K -1,865 -32%
QWM
635
Quadcap Wealth Management
Texas
$354K +$354K +3,758 New
OMC
636
Old Mission Capital
Illinois
$353K +$353K +3,749 New
MMM
637
Mendel Money Management
Illinois
$352K +$352K +3,745 New
MA
638
MONECO Advisors
Connecticut
$352K -$160K -1,696 -31%
LA
639
Latitude Advisors
Florida
$349K -$66.9K -711 -16%
GFPC
640
Global Financial Private Client
Florida
$348K -$198K -2,106 -36%
VA
641
Vident Advisory
Georgia
$346K +$116K +1,231 +50%
Kovitz Investment Group Partners
642
Kovitz Investment Group Partners
Illinois
$342K -$105K -1,113 -23%
KWA
643
Kingswood Wealth Advisors
California
$340K +$53.6K +570 +19%
FCAM
644
First Citizens Asset Management
North Carolina
$338K -$76.3K -811 -18%
MSFS
645
Main Street Financial Solutions
Pennsylvania
$334K -$248K -2,633 -43%
CT
646
Colonial Trust
South Carolina
$334K +$26.7K +284 +9%
MMG
647
Monetary Management Group
Missouri
$329K
CWM
648
Connecticut Wealth Management
Connecticut
$327K +$327K +3,475 New
WPWM
649
Windward Private Wealth Management
Kansas
$327K +$327K +3,472 New
CWM
650
Cornerstone Wealth Management
Missouri
$320K -$146K -1,555 -31%