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iShares MBS ETF

827 hedge funds and large institutions have $28.1B invested in iShares MBS ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 374 increasing their positions, 278 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
12.03%
Holding in Top 10
63
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.5%
% of All Funds
0.92%
New
91
Increased
374
Reduced
278
Closed
88
Calls
$22.2M
Puts
$150M
Net Calls
-$128M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
726
Princeton Global Asset Management
New Jersey
$76.9K +$76.9K +838 New
ANBT
727
American National Bank & Trust
Texas
$75.7K -$184 -2 -0.2%
RIA
728
Realta Investment Advisors
Delaware
$69.2K -$9K -98 -12%
Bank Julius Baer & Co
729
Bank Julius Baer & Co
Switzerland
$68.9K -$7.76K -76 -10%
RFG
730
REAP Financial Group
Texas
$68K -$118K -1,287 -63%
CSC
731
Caldwell Sutter Capital
California
$64.9K
TSMHT
732
Thurston Springer Miller Herd & Titak
Indiana
$61.4K +$61.4K +669 New
AWM
733
AllSquare Wealth Management
New York
$60.2K +$14.3K +156 +31%
TFGT
734
TS Financial Group (TSFG)
Illinois
$60K -$3.84K -42 -6%
GJWM
735
Gilliland Jeter Wealth Management
Arkansas
$59.1K +$13.9K +151 +31%
HGERS
736
Householder Group Estate & Retirement Specialist
Arizona
$59K -$633 -7 -1%
CAS
737
Coppell Advisory Solutions
Texas
$58.3K +$58.3K +635 New
BFEC
738
Benjamin F. Edwards & Company
Missouri
$57K -$19.1K -208 -25%
HCA
739
Harbor Capital Advisors
Illinois
$56K -$87.4K -949 -61%
SFCL
740
Strengthening Families & Communities LLC
Massachusetts
$56K +$56K +613 New
IBOK
741
Independence Bank of Kentucky
Kentucky
$54.4K +$54.4K +593 New
AT
742
Arlington Trust
Alabama
$52.3K +$52.3K +570 New
TPCM
743
Templeton & Phillips Capital Management
Tennessee
$50.8K
EW
744
Element Wealth
Mississippi
$47.1K -$23.5K -256 -33%
CTC
745
Central Trust Company
Missouri
$41.9K
PA
746
PSI Advisors
Florida
$41.7K +$39.9K +435 +2,289%
TIM
747
Thompson Investment Management
Wisconsin
$36.3K
DSC
748
Duncker Streett & Co
Missouri
$35.9K
OC
749
Oakworth Capital
Alabama
$34.4K
AWA
750
Alaska Wealth Advisors
Alaska
$34.2K -$4.22K -46 -11%