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iShares MBS ETF

907 hedge funds and large institutions have $33.4B invested in iShares MBS ETF in 2024 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 408 increasing their positions, 273 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+41
Holders Change %
+4.73%
% of All Funds
12.08%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
0.79%
New
154
Increased
408
Reduced
273
Closed
93
Calls
$16.5M
Puts
$2.66M
Net Calls
+$13.8M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
851
Mattson Financial Services
Michigan
$14.9K +$14.9K +156 New
PA
852
Pineridge Advisors
Missouri
$14.3K +$14.3K +156 New
WA
853
WestEnd Advisors
North Carolina
$13.8K
AIP
854
Ameritas Investment Partners
Nebraska
$13.8K
TCM
855
TruNorth Capital Management
Michigan
$13.8K
BTD
856
BankPlus Trust Department
Mississippi
$13.3K +$13.3K +145 New
HFS
857
Hantz Financial Services
Michigan
$13K +$13K +141 New
HIA
858
Harbor Investment Advisory
Maryland
$12.3K
ANBT
859
American National Bank & Trust
Texas
$11.4K
BIM
860
Breakwater Investment Management
Washington
$10.9K
SWM
861
Sugarloaf Wealth Management
Georgia
$10.5K +$550 +6 +6%
PMFA
862
Plante Moran Financial Advisors
Michigan
$9.99K +$1.47K +16 +17%
Nomura Asset Management
863
Nomura Asset Management
Japan
$9.17K
FWM
864
FSA Wealth Management
Massachusetts
$8.99K
KWM
865
Kiker Wealth Management
Georgia
$8.16K +$8.16K +89 New
CFO
866
Colony Family Offices
North Carolina
$7.43K +$7.43K +81 New
GJIA
867
Glass Jacobson Investment Advisors
Maryland
$6.42K +$4.95K +54 +338%
BC
868
Barrett & Company
Rhode Island
$6.33K +$4.49K +49 +245%
VWM
869
Valley Wealth Managers
New Jersey
$5.96K
NWWA
870
New Wave Wealth Advisors
Arkansas
$5.96K +$5.96K +65 New
GEA
871
Glen Eagle Advisors
New Jersey
$5.68K
WA
872
Whipplewood Advisors
Colorado
$5.68K +$5.68K +62 New
CWM
873
Consultiva Wealth Management
Puerto Rico
$5.59K
CSWM
874
Cassady Schiller Wealth Management
Ohio
$5.59K
1IA
875
1620 Investment Advisors
Massachusetts
$5.5K