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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 %
BA
676
Bristlecone Advisors
Washington
$268K +$38.1K +405 +17%
DWA
677
Delos Wealth Advisors
Texas
$261K
PWPCM
678
Perella Weinberg Partners Capital Management
New York
$261K +$261K +2,775 New
FF
679
Farrell Financial
New York
$261K +$261K +2,928 New
BFG
680
Berger Financial Group
Minnesota
$260K +$260K +2,763 New
SC
681
Scotia Capital
Ontario, Canada
$259K -$39K -415 -13%
SPWG
682
Syntegra Private Wealth Group
Missouri
$257K +$5.36K +57 +2%
EGA
683
Eagle Global Advisors
Texas
$257K -$19.8K -210 -7%
FA
684
Flagstar Advisors
New York
$256K -$57.8K -614 -18%
William Blair & Company
685
William Blair & Company
Illinois
$255K -$46.8K -497 -15%
Legacy Financial Group (Iowa)
686
Legacy Financial Group (Iowa)
Iowa
$255K -$4.72M -50,120 -95%
AFA
687
American Financial Advisors
Georgia
$254K +$1.98K +21 +0.8%
WC
688
Waterloo Capital
Texas
$254K +$254K +2,698 New
FFA
689
Fragasso Financial Advisors
Pennsylvania
$249K +$249K +2,651 New
AAS
690
Ameritas Advisory Services
Nebraska
$249K +$249K +2,653 New
RCM
691
Raleigh Capital Management
North Carolina
$244K +$3.01K +32 +1%
SW
692
SVB Wealth
Massachusetts
$242K -$40K -425 -14%
SC
693
Solstein Capital
California
$242K
T
694
Tidemark
California
$240K +$240K +2,549 New
BWM
695
Bulltick Wealth Management
Florida
$236K -$195K -2,071 -45%
NRC
696
New Republic Capital
North Carolina
$236K +$9.5K +101 +4%
EBT
697
Enterprise Bank & Trust
Massachusetts
$234K
FI
698
FWG Investments
Kentucky
$231K +$231K +2,456 New
T
699
TCWP
Ohio
$227K -$13.1K -139 -5%
BPA
700
Beacon Pointe Advisors
California
$226K -$166K -1,762 -42%