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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 %
ACP
651
Aveo Capital Partners
Colorado
$319K -$3.49M -37,135 -92%
MWM
652
Modern Wealth Management
Kansas
$318K +$318K +3,384 New
SS
653
Simplicity Solutions
Minnesota
$317K +$11K +117 +4%
PPP
654
Private Portfolio Partners
New Jersey
$316K -$5.17K -55 -2%
CA
655
CoreCap Advisors
Michigan
$315K +$13.4K +142 +4%
PVI
656
Pine Valley Investments
New Jersey
$315K -$33.1K -352 -10%
IFS
657
Ifrah Financial Services
Arkansas
$313K +$4.42K +47 +1%
SAG
658
SageView Advisory Group
California
$312K -$360K -4,056 Closed
CSB
659
City State Bank
Iowa
$311K +$59K +627 +23%
CAM
660
Cidel Asset Management
Ontario, Canada
$310K -$245K
RW
661
Rede Wealth
Virginia
$306K -$2.63K -28 -0.9%
UCB
662
United Community Bank
South Carolina
$300K -$23.2K -247 -7%
IAA
663
Independent Advisor Alliance
North Carolina
$300K +$25.2K +268 +9%
WT
664
Whittier Trust
California
$298K -$224K -2,379 -43%
CA
665
Continuum Advisory
Idaho
$297K -$261K -2,776 -47%
SSWM
666
Strait & Sound Wealth Management
California
$296K -$63.9K -688 -18%
RBA
667
Richard Bernstein Advisors
New York
$290K -$265M -2,811,836 -100%
NS
668
NBC Securities
Alabama
$290K -$28.4K -303 -9%
HAS
669
HBW Advisory Services
California
$290K +$39.4K +419 +16%
CWM
670
C2C Wealth Management
Arizona
$286K
CB
671
Commerce Bank
Missouri
$278K -$10.1K -107 -3%
DC
672
Davenport & Co
Virginia
$278K +$278K +2,956 New
BAM
673
Belpointe Asset Management
Nevada
$278K -$6.59K -70 -2%
VWWMG
674
Vermillion & White Wealth Management Group
Pennsylvania
$277K +$277K +2,943 New
EIP
675
Ellis Investment Partners
Pennsylvania
$273K +$13.7K +146 +5%