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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 %
NFSG
826
Newbridge Financial Services Group
Florida
$4.14K
EWM
827
EPG Wealth Management
Georgia
$3.78K
KSWA
828
Kathleen S. Wright Associates
Pennsylvania
$3.48K -$13K -138 -79%
TAM
829
Townsend Asset Management
North Carolina
$3.48K
LOIP
830
Live Oak Investment Partners
Texas
$3.11K -$2.84K
CG
831
Cutler Group
California
$3K -$164K -1,802 -98%
WIA
832
Wetzel Investment Advisors
Indiana
$3K +$3K +29 New
LFG
833
Larson Financial Group
Missouri
$2.92K -$8.09K -86 -74%
SIS
834
Strategic Investment Solutions
Illinois
$2.85K -$176K -1,860 -98%
FRA
835
Front Row Advisors
California
$2.82K -$10.3K -109 -78%
HWP
836
Highline Wealth Partners
California
$2.82K +$2.82K +30 New
FGA
837
Fortis Group Advisors
New Jersey
$2.63K +$1.32K +14 +100%
FCAS
838
First Command Advisory Services
Texas
$2.63K +$2.63K +28 New
TF
839
Tompkins Financial
New York
$2.54K +$2.54K +27 New
FPF
840
First Pacific Financial
Washington
$2.35K +$2.35K +25 New
IRC
841
Investors Research Corp
Georgia
$2.16K -$20.3K -216 -90%
PA
842
PSI Advisors
Florida
$1.79K
NSIM
843
North Star Investment Management
Illinois
$1.51K
CIAS
844
Capital Investment Advisory Services
North Carolina
$1.51K +$1.51K +16 New
CJ
845
Caitlin John
Michigan
$1.51K +$1.51K +16 New
CAM
846
Creekmur Asset Management
Illinois
$1.51K +$1.51K +16 New
EAM
847
Eukles Asset Management
Ohio
$1.32K +$1.32K +14 New
JWM
848
Janiczek Wealth Management
Colorado
$1.22K
TRCT
849
Tower Research Capital (TRC)
New York
$1.13K -$23.7K -252 -95%
TFA
850
Transamerica Financial Advisors
Florida
$1K