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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
12.53%
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 %
GEA
801
Glen Eagle Advisors
New Jersey
$9.97K
PFBT
802
Parkside Financial Bank & Trust
Missouri
$9.79K +$9.79K +104 New
AC
803
AlphaCore Capital
California
$9.69K
PP
804
Pacifica Partners
Canada
$9.43K -$44.1K -482 -82%
CW
805
Cooksen Wealth
Texas
$9.22K +$9.22K +98 New
FWM
806
FSA Wealth Management
Massachusetts
$9K +$9K +98 New
Deutsche Bank
807
Deutsche Bank
Germany
$8.84K
PMFA
808
Plante Moran Financial Advisors
Michigan
$8.75K -$17.2K -183 -66%
PO
809
Private Ocean
California
$8.66K -$56.6K -602 -87%
RWPA
810
Richard W. Paul & Associates
Michigan
$8.66K
AEPWM
811
Atlantic Edge Private Wealth Management
Florida
$8.56K +$8.56K +91 New
OFG
812
Oxford Financial Group
Indiana
$8K +$8K +85 New
WA
813
WestEnd Advisors
North Carolina
$7.62K +$7.62K +81 New
AWM
814
Atticus Wealth Management
Florida
$7.57K
CCM
815
Chilton Capital Management
Texas
$7.06K +$7.06K +75 New
MIA
816
MeadowBrook Investment Advisors
Michigan
$6.96K +$6.96K +74 New
BL
817
BFSG LLC
California
$6.3K +$6.3K +67 New
VWM
818
Valley Wealth Managers
New Jersey
$6.12K -$1.96M -20,860 -100%
LF
819
Lee Financial
Texas
$6.02K +$6.02K +64 New
VNA
820
Valley National Advisers
Pennsylvania
$6K
CFO
821
CVA Family Office
Colorado
$5.83K +$5.83K +62 New
HDIM
822
Hanson & Doremus Investment Management
Vermont
$5K +$5K +49 New
CBT
823
Central Bank & Trust
Kentucky
$4.8K
NEAM
824
New England Asset Management
Connecticut
$4.7K
BC
825
Barrett & Company
Rhode Island
$4.2K