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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 %
JWCA
626
J.W. Cole Advisors
Florida
$423K -$83.7K -874 -17%
HFO
627
Heritage Family Offices
Arizona
$422K +$80K +835 +23%
DW30
628
Drucker Wealth 3.0
New Jersey
$420K -$65.3K -682 -13%
OLVIG
629
Oliver Lagore Vanvalin Investment Group
Michigan
$415K -$28.9K -302 -7%
AP
630
Americana Partners
Texas
$415K +$37K +386 +10%
CAM
631
Clark Asset Management
New Hampshire
$401K +$401K +4,182 New
PG
632
Patten Group
Tennessee
$400K +$19.3K +201 +5%
TA
633
TrueWealth Advisors
Alabama
$400K -$149K -1,551 -27%
CB
634
Commerce Bank
Missouri
$399K +$186K +1,940 +87%
VVP
635
Venture Visionary Partners
Ohio
$393K
Loomis, Sayles & Company
636
Loomis, Sayles & Company
Massachusetts
$390K +$242K +2,524 +163%
BCG
637
Breakwater Capital Group
New Jersey
$383K +$28.6K +299 +8%
FCI
638
Financial Counselors Inc
Kansas
$382K +$17K +177 +5%
EAM
639
Empirical Asset Management
Massachusetts
$379K +$33.1K +345 +10%
WEG
640
World Equity Group
Illinois
$372K +$77.9K +813 +26%
MSWMA
641
Market Street Wealth Management Advisors
Indiana
$371K
OCM
642
Objective Capital Management
Ohio
$366K +$366K +3,825 New
CWM
643
Certus Wealth Management
California
$365K +$365K +3,812 New
AWM
644
Accurate Wealth Management
Florida
$360K +$360K +3,811 New
PBF
645
Petix & Botte Financial
California
$360K -$57.7K -602 -14%
DC
646
Davenport & Co
Virginia
$356K +$58.1K +606 +19%
CWM
647
CIBC World Markets
New York
$356K -$490K -5,111 -58%
FEM
648
Fulcrum Equity Management
Texas
$353K -$47K -491 -12%
IWA
649
IVC Wealth Advisors
Pennsylvania
$350K -$37.1K -387 -10%
FCA
650
FinTrust Capital Advisors
South Carolina
$345K -$76K -793 -18%