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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 %
TCPW
651
Twin City Private Wealth
North Carolina
$276K +$276K +2,983 New
BA
652
Bristlecone Advisors
Washington
$274K +$11.4K +123 +4%
CAM
653
Cidel Asset Management
Ontario, Canada
$274K -$310K
HWM
654
HB Wealth Management
Georgia
$272K +$272K +2,938 New
CWM
655
Cornerstone Wealth Management
Missouri
$271K -$43.3K -468 -14%
ACP
656
Aveo Capital Partners
Colorado
$270K -$37.3K -411 -12%
CGFA
657
Colton Groome Financial Advisors
North Carolina
$268K -$430K -4,649 -62%
CA
658
Continuum Advisory
Idaho
$268K -$19.3K -212 -7%
RFWA
659
RPg Family Wealth Advisory
Massachusetts
$267K +$267K +2,889 New
FPWM
660
FSB Premier Wealth Management
Iowa
$267K +$267K +2,887 New
NS
661
NBC Securities
Alabama
$262K -$23.2K -251 -8%
DWA
662
Delos Wealth Advisors
Texas
$260K +$3.24K +35 +1%
WIA
663
World Investment Advisors
California
$257K -$1.21M -13,086 -82%
CWM
664
Chesapeake Wealth Management
Virginia
$257K -$185K -2,006 -42%
SPWG
665
Syntegra Private Wealth Group
Missouri
$254K +$1.48K +16 +0.6%
SC
666
Scotia Capital
Ontario, Canada
$254K -$924 -10 -0.4%
QWM
667
Quadcap Wealth Management
Texas
$252K -$94.9K -1,027 -27%
KFG
668
Kingdom Financial Group
Arizona
$251K +$251K +2,719 New
FA
669
Fiduciary Alliance
South Carolina
$250K -$344K -3,759 -58%
MHR
670
Matthew Hamilton Rosenberg
$248K +$122K +1,329 +97%
ATC
671
Argent Trust Co
Tennessee
$247K -$170K -1,835 -41%
EGA
672
Eagle Global Advisors
Texas
$245K -$7.39K -80 -3%
AFA
673
American Financial Advisors
Georgia
$244K -$5.82K -63 -2%
NRC
674
New Republic Capital
North Carolina
$244K +$11.6K +125 +5%
CWM
675
Collaborative Wealth Management
Florida
$235K +$36.4K +394 +18%