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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 %
Northern Trust
876
Northern Trust
Illinois
-$1.46M -16,433 Closed
TI
877
tru Independence
Oregon
-$836K -9,420 Closed
MSL
878
Mackay Shields LLC
New York
-$804K -9,050 Closed
PP
879
Patron Partners
Texas
-$779K -8,769 Closed
CCA
880
Catalyst Capital Advisors
New York
-$775K -8,725 Closed
Schroder Investment Management Group
881
Schroder Investment Management Group
United Kingdom
-$725K -8,163 Closed
MAG
882
Mayfair Advisory Group
Alabama
-$690K -7,814 Closed
TFA
883
Teamwork Financial Advisors
Texas
-$676K -7,616 Closed
TW
884
TrinityPoint Wealth
Connecticut
-$618K -6,962 Closed
NL
885
Navalign LLC
California
-$547K -6,157 Closed
KWS
886
Keystone Wealth Services
California
-$460K -5,178 Closed
AIC
887
Argus Investors Counsel
New York
-$457K -5,147 Closed
D
888
Dentgroup
Louisiana
-$439K -4,946 Closed
IAS
889
IMA Advisory Services
Colorado
-$410K -4,620 Closed
BCM
890
Beaumont Capital Management
Massachusetts
-$395K -4,451 Closed
CST
891
Charles Schwab Trust
Nevada
-$389K -4,383 Closed
VC
892
Veracity Capital
Georgia
-$389K -4,376 Closed
BAM
893
BTS Asset Management
Massachusetts
-$374K -4,210 Closed
MCA
894
MSH Capital Advisors
Arizona
-$367K -4,137 Closed
KA
895
Kure Advisory
Minnesota
-$304K -3,427 Closed
ATPW
896
Ashton Thomas Private Wealth
Arizona
-$294K -3,310 Closed
PFA
897
Pure Financial Advisors
California
-$279K -3,142 Closed
OBWG
898
Onyx Bridge Wealth Group
New York
-$277K -3,123 Closed
KFGK
899
Keystone Financial Group (Kentucky)
Kentucky
-$218K -2,458 Closed
KA
900
Kovack Advisors
Florida
-$212K -2,393 Closed