MBB icon

iShares MBS ETF

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
726
Ameritas Advisory Services
Nebraska
$207K -$14.5K -151 -7%
WA
727
Waverly Advisors
Alabama
$206K +$206K +2,152 New
PBO
728
Peoples Bank (Ohio)
Ohio
$203K -$18.1K -189 -8%
KCPG
729
Kavar Capital Partners Group
Kansas
$201K +$201K +2,103 New
SWM
730
Sterling Wealth Management
Illinois
$200K +$200K +2,092 New
ZB
731
Zions Bancorporation
Utah
$197K
Deutsche Bank
732
Deutsche Bank
Germany
$183K
CT
733
Colonial Trust
South Carolina
$171K -$2.87K -30 -2%
AWM
734
Aspire Wealth Management
Massachusetts
$171K +$1.73K +18 +1%
SS
735
Sunbelt Securities
Texas
$171K +$42.1K +439 +33%
Kayne Anderson Rudnick Investment Management
736
Kayne Anderson Rudnick Investment Management
California
$168K +$1.63K +17 +1%
PWMG
737
Prestige Wealth Management Group
New Jersey
$168K
CIA
738
Cape Investment Advisory
Georgia
$166K +$29K +303 +21%
T
739
Tidemark
California
$151K +$96 +1 +0.1%
SWM
740
Sanctuary Wealth Management
Idaho
$147K
S
741
SignatureFD
Georgia
$137K -$20.8K -217 -13%
WSFS
742
Wilmington Savings Fund Society
Delaware
$119K +$119K +1,246 New
CCA
743
Criterion Capital Advisors
Tennessee
$111K
PFM
744
Phillips Financial Management
Indiana
$109K -$16.1K -168 -13%
LJHT
745
Laurie J. Hall Trustee
$105K
AFS
746
Annapolis Financial Services
Maryland
$103K
FFA
747
Founders Financial Alliance
North Carolina
$101K +$7.76K +81 +8%
CPG
748
Cornerstone Planning Group
New Jersey
$100K -$43.6K -468 -30%
CFB
749
Cullen/Frost Bankers
Texas
$93.2K +$93.2K +973 New
LFG
750
Larson Financial Group
Missouri
$91.9K