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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 %
GJWM
751
Gilliland Jeter Wealth Management
Arkansas
$87.6K +$25.9K +270 +42%
BCMLT
752
Beacon Capital Management LLC (Tennessee)
Tennessee
$86.4K +$84.7K +884 +4,911%
CLOS
753
Compagnie Lombard Odier SCmA
Switzerland
$83.4K
CA
754
Crewe Advisors
Utah
$81.2K -$25.4K -265 -24%
HT
755
Headlands Technologies
Illinois
$80.2K +$80.2K +837 New
PA
756
PSI Advisors
Florida
$77.9K +$34.4K +359 +79%
Bank Julius Baer & Co
757
Bank Julius Baer & Co
Switzerland
$71.9K -$4.65K -41 -6%
WI
758
Wintrust Investments
Illinois
$69K -$513K -5,405 -88%
CSC
759
Caldwell Sutter Capital
California
$67.7K
CAS
760
Coppell Advisory Solutions
Texas
$66.1K +$5K +52 +8%
TSMHT
761
Thurston Springer Miller Herd & Titak
Indiana
$64.1K
AWM
762
AllSquare Wealth Management
New York
$62.9K
HGERS
763
Householder Group Estate & Retirement Specialist
Arizona
$62K +$190 +2 +0.3%
FGC
764
Financial Gravity Companies
Texas
$61.4K +$61.4K +641 New
RFG
765
REAP Financial Group
Texas
$60.3K -$10.7K -112 -15%
SFCL
766
Strengthening Families & Communities LLC
Massachusetts
$59.3K +$575 +6 +1%
IBOK
767
Independence Bank of Kentucky
Kentucky
$56.8K
AT
768
Arlington Trust
Alabama
$54.6K
TPCM
769
Templeton & Phillips Capital Management
Tennessee
$53K
EW
770
Element Wealth
Mississippi
$50.3K +$1.15K +12 +2%
CIAS
771
Capital Investment Advisory Services
North Carolina
$47.4K +$45.7K +477 +2,650%
TFGT
772
TS Financial Group (TSFG)
Illinois
$47K -$16.4K -170 -26%
TCPW
773
Twin City Private Wealth
North Carolina
$46.8K +$46.8K +488 New
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$44.5K +$31.9K +333 +254%
CTC
775
Central Trust Company
Missouri
$43.7K