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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 %
WPC
951
Waters Parkerson & Co
Louisiana
-$287K -3,000 Closed
MGIA
952
Moneta Group Investment Advisors
Missouri
-$284K -2,967 Closed
NW
953
NewEdge Wealth
Pennsylvania
-$282K -2,945 Closed
Empower Advisory Group
954
Empower Advisory Group
Colorado
-$278K -2,899 Closed
FFO
955
Fiduciary Family Office
Florida
-$253K -2,638 Closed
CICC
956
Capital Investment Counsel (Colorado)
Colorado
-$250K -2,606 Closed
RFC
957
Regions Financial Corp
Alabama
-$242K -2,526 Closed
WC
958
Waterloo Capital
Texas
-$238K -2,482 Closed
FA
959
Fiduciary Alliance
South Carolina
-$238K -2,481 Closed
CWM
960
Chesapeake Wealth Management
Virginia
-$223K -2,326 Closed
MWM
961
Meridian Wealth Management
Kentucky
-$222K -2,318 Closed
HFW
962
Horizon Family Wealth
Illinois
-$221K -2,310 Closed
BWM
963
Bulltick Wealth Management
Florida
-$208K -2,172 Closed
CFA
964
Cahill Financial Advisors
Minnesota
-$208K -2,170 Closed
CA
965
Calton & Associates
Florida
-$207K -2,158 Closed
PBO
966
Peoples Bank (Ohio)
Ohio
-$203K -2,118 Closed
KCPG
967
Kavar Capital Partners Group
Kansas
-$201K -2,103 Closed
SWM
968
Sterling Wealth Management
Illinois
-$200K -2,092 Closed
SWM
969
Sanctuary Wealth Management
Idaho
-$147K -1,533 Closed
GJWM
970
Gilliland Jeter Wealth Management
Arkansas
-$87.6K -914 Closed
HT
971
Headlands Technologies
Illinois
-$80.2K -837 Closed
HGERS
972
Householder Group Estate & Retirement Specialist
Arizona
-$62K -654 Closed
SFCL
973
Strengthening Families & Communities LLC
Massachusetts
-$59.3K -619 Closed
MPWT
974
MassMutual Private Wealth & Trust
Connecticut
-$44.5K -464 Closed
FNWA
975
Financial Network Wealth Advisors
Utah
-$42.2K -440 Closed