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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 %
RFS
676
Richardson Financial Services
Massachusetts
$234K +$92.4K +1,000 +65%
AAS
677
Ameritas Advisory Services
Nebraska
$234K -$10.4K -113 -4%
EBT
678
Enterprise Bank & Trust
Massachusetts
$230K
FI
679
FWG Investments
Kentucky
$229K +$1.94K +21 +0.9%
BPA
680
Beacon Pointe Advisors
California
$227K +$4.62K +50 +2%
VA
681
Vident Advisory
Georgia
$226K -$114K -1,232 -33%
OCM
682
Objective Capital Management
Ohio
$226K +$226K +2,442 New
WC
683
Waterloo Capital
Texas
$224K -$25.7K -278 -10%
EL
684
EQ LLC
Washington
$220K +$220K +2,378 New
NFG
685
Nations Financial Group
Iowa
$219K
RP
686
Rice Partnership
Hawaii
$216K +$216K +2,339 New
LSPW
687
Lake Street Private Wealth
Illinois
$211K +$924 +10 +0.4%
IP
688
Intellectus Partners
California
$211K
NCM
689
Northland Capital Management
Minnesota
$211K
MCC
690
Money Concepts Capital
Florida
$210K +$210K +2,277 New
CPG
691
Cornerstone Planning Group
New Jersey
$210K -$263K -2,897 -56%
AWM
692
Avior Wealth Management
Nebraska
$208K +$189K +2,042 +986%
FF
693
Farrell Financial
New York
$208K -$62.9K -680 -23%
CB
694
Commerce Bank
Missouri
$206K -$67.6K -731 -25%
WA
695
Waverly Advisors
Alabama
$205K +$205K +2,220 New
AG
696
AlTi Global
New York
$204K +$204K +2,212 New
RSA
697
River Street Advisors
Illinois
$204K +$204K +2,212 New
RFC
698
Regions Financial Corp
Alabama
$204K +$2.96K +32 +1%
PBO
699
Peoples Bank (Ohio)
Ohio
$201K
BWM
700
Bulltick Wealth Management
Florida
$201K -$31.5K -341 -14%