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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 %
Loomis, Sayles & Company
726
Loomis, Sayles & Company
Massachusetts
$87K -$14.5M -155,972 -99%
PMFA
727
Plante Moran Financial Advisors
Michigan
$86K +$77.4K +837 +900%
PWA
728
Provenance Wealth Advisors
Florida
$85K +$85K +920 New
CLOS
729
Compagnie Lombard Odier SCmA
Switzerland
$80.4K
RIA
730
Realta Investment Advisors
Delaware
$78.7K +$78.7K +852 New
BFEC
731
Benjamin F. Edwards & Company
Missouri
$77K +$929 +10 +1%
ANBT
732
American National Bank & Trust
Texas
$76.3K +$76.3K +826 New
PAM
733
Palisade Asset Management
Minnesota
$73.2K +$73.2K +792 New
EW
734
Element Wealth
Mississippi
$71.1K +$61K +660 +606%
CFB
735
Cullen/Frost Bankers
Texas
$71K +$71K +769 New
HIA
736
Harbor Investment Advisory
Maryland
$69.7K
Bank Julius Baer & Co
737
Bank Julius Baer & Co
Switzerland
$69.3K
CSC
738
Caldwell Sutter Capital
California
$65.3K -$53.6K -580 -45%
TFGT
739
TS Financial Group (TSFG)
Illinois
$65K -$23.3K -250 -26%
HGERS
740
Householder Group Estate & Retirement Specialist
Arizona
$60.9K +$1.76K +19 +3%
M
741
MOTCO
Texas
$60.1K +$60.1K +650 New
S
742
SignatureFD
Georgia
$55.9K +$31.6K +342 +130%
HT
743
Headlands Technologies
Illinois
$54.7K +$54.7K +592 New
National Bank of Canada
744
National Bank of Canada
Quebec, Canada
$54.6K
GI
745
Gradient Investments
Minnesota
$53.1K -$33.4K -361 -39%
TPCM
746
Templeton & Phillips Capital Management
Tennessee
$51.1K +$51.1K +553 New
HWP
747
Highline Wealth Partners
California
$50K +$47.3K +511 +1,703%
AWM
748
AllSquare Wealth Management
New York
$46.2K
MGW
749
MB Generational Wealth
Washington
$46.2K +$46.2K +18,155 New
GJWM
750
Gilliland Jeter Wealth Management
Arkansas
$45.6K +$45.6K +493 New