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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
12.54%
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 %
Kayne Anderson Rudnick Investment Management
726
Kayne Anderson Rudnick Investment Management
California
$161K +$2.07K +22 +1%
CWP
727
Concord Wealth Partners
Virginia
$159K -$91.2K -969 -36%
AWM
728
Aspire Wealth Management
Massachusetts
$159K +$847 +9 +0.5%
CF
729
Centaurus Financial
California
$158K
RFS
730
Richardson Financial Services
Massachusetts
$145K +$145K +1,537 New
SWM
731
Sanctuary Wealth Management
Idaho
$144K +$144K +1,533 New
AFWM
732
Abich Financial Wealth Management
Virginia
$139K +$139K +1,475 New
SS
733
Sunbelt Securities
Texas
$131K -$658 -7 -0.5%
MHR
734
Matthew Hamilton Rosenberg
$129K +$59.6K +634 +86%
PFM
735
Phillips Financial Management
Indiana
$128K -$33.2K -353 -21%
FFA
736
Founders Financial Alliance
North Carolina
$127K -$12.4K -132 -9%
CSC
737
Caldwell Sutter Capital
California
$121K
SIS
738
Sound Income Strategies
Florida
$119K +$104K +1,109 +725%
CCA
739
Criterion Capital Advisors
Tennessee
$114K +$114K +1,215 New
BI
740
Bramshill Investments
Florida
$109K -$49.2K -523 -31%
AFS
741
Annapolis Financial Services
Maryland
$106K +$5.08K +54 +5%
LJHT
742
Laurie J. Hall Trustee
$103K
TFGT
743
TS Financial Group (TSFG)
Illinois
$89K -$38.1K -406 -30%
GI
744
Gradient Investments
Minnesota
$88K +$34.2K +363 +63%
CA
745
Crewe Advisors
Utah
$82.4K +$82.4K +876 New
CLOS
746
Compagnie Lombard Odier SCmA
Switzerland
$81.8K +$81.8K +870 New
BFEC
747
Benjamin F. Edwards & Company
Missouri
$77K +$1.41K +15 +2%
SC
748
SouthState Corp
Florida
$72.5K +$72.5K +771 New
HIA
749
Harbor Investment Advisory
Maryland
$70.9K -$1.98K -21 -3%
Bank Julius Baer & Co
750
Bank Julius Baer & Co
Switzerland
$70.6K +$70.6K +750 New