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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 %
AWA
751
Alaska Wealth Advisors
Alaska
$63.3K
WCM
752
Winthrop Capital Management
Indiana
$60.4K +$60.4K +642 New
HGERS
753
Householder Group Estate & Retirement Specialist
Arizona
$60K
National Bank of Canada
754
National Bank of Canada
Quebec, Canada
$56.2K -$4.14M -44,300 -99%
FFO
755
Fortitude Family Office
Arizona
$53.3K +$53.3K +567 New
AWM
756
AllSquare Wealth Management
New York
$47K -$2.07K -22 -4%
GIA
757
Goodwin Investment Advisory
Georgia
$43.8K -$85.2K -906 -66%
AWM
758
Able Wealth Management
New Jersey
$42.6K +$42.6K +453 New
TIM
759
Thompson Investment Management
Wisconsin
$37.2K
DSC
760
Duncker Streett & Co
Missouri
$36.8K
SIC
761
Salem Investment Counselors
North Carolina
$35.6K
OC
762
Oakworth Capital
Alabama
$35.3K
CHA
763
Carmichael Hill & Associates
Maryland
$34.4K -$3.67K -39 -10%
MFT
764
Moisand Fitzgerald Tamayo
Florida
$33.7K +$33.7K +358 New
SVCP
765
Silicon Valley Capital Partners
California
$33.7K +$33.7K +358 New
RIL
766
Rothschild Investment LLC
Illinois
$33.5K +$33.5K +356 New
CA
767
Clearstead Advisors
Ohio
$31.9K -$18.4K -195 -37%
KA
768
Kozak & Associates
Colorado
$31.1K +$31.1K +334 New
CP
769
Castleview Partners
Texas
$29.4K
LFASL
770
Lugano Financial Advisors SA (LFA)
Switzerland
$27.9K +$27.9K +297 New
CB
771
Centennial Bank
Arkansas
$27.3K
TWC
772
TD Waterhouse Canada
Ontario, Canada
$26.8K +$26.8K +215 New
CTC
773
Central Trust Company
Missouri
$26.1K +$7.24K +77 +39%
RFA
774
Register Financial Advisors
Georgia
$25.1K +$21.4K +228 +585%
S
775
SignatureFD
Georgia
$24.7K -$36.5K -388 -60%