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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 %
NFG
701
Nations Financial Group
Iowa
$223K
IIC
702
Ironwood Investment Counsel
Arizona
$221K -$37.6K -400 -15%
C
703
Certuity
Florida
$221K +$7.15K +76 +3%
KDA
704
Kraft Davis & Associates
Missouri
$219K -$114K -1,231 -34%
TFP
705
Traction Financial Partners
Wyoming
$219K +$219K +2,326 New
NAM
706
NTV Asset Management
West Virginia
$218K -$23.4K -249 -10%
P
707
&Partners
Tennessee
$217K +$217K +2,311 New
IP
708
Intellectus Partners
California
$215K
NCM
709
Northland Capital Management
Minnesota
$215K +$215K +2,282 New
LSPW
710
Lake Street Private Wealth
Illinois
$214K +$1.98K +21 +0.9%
Empower Advisory Group
711
Empower Advisory Group
Colorado
$213K +$213K +2,267 New
JWM
712
JPL Wealth Management
Colorado
$213K +$213K +2,263 New
CPIG
713
Chicago Partners Investment Group
Illinois
$211K -$10.5K -114 -5%
AA
714
Alesco Advisors
New York
$209K -$532K -5,650 -72%
PBO
715
Peoples Bank (Ohio)
Ohio
$205K +$205K +2,177 New
RFC
716
Regions Financial Corp
Alabama
$204K +$204K +2,171 New
FWA
717
FSC Wealth Advisors
New York
$202K +$34.3K +365 +20%
CWM
718
Collaborative Wealth Management
Florida
$202K +$202K +2,145 New
ACM
719
Advisors Capital Management
New Jersey
$201K +$201K +2,135 New
RFG
720
REAP Financial Group
Texas
$200K +$200K +2,131 New
LFA
721
LGT Financial Advisors
Texas
$199K -$90.1K -958 -31%
CIA
722
Cape Investment Advisory
Georgia
$187K -$24.6K -262 -12%
PWMG
723
Prestige Wealth Management Group
New Jersey
$165K
AIC
724
Archer Investment Corporation
Indiana
$163K -$14.4K -153 -8%
HCA
725
Harbor Capital Advisors
Illinois
$163K +$163K +1,730 New