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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 %
TWA
151
Tandem Wealth Advisors
Arizona
$12.1M -$270K -2,871 -2%
HNB
152
Huntington National Bank
Ohio
$12M -$10.1M
HH
153
Hilltop Holdings
Texas
$11.8M +$32.3K +343 +0.3%
APW
154
Austin Private Wealth
Texas
$11.8M +$782K +8,317 +7%
TF
155
Trek Financial
Arizona
$11.7M +$2.96M +31,494 +34%
LCC
156
Lincoln Capital Corp
Rhode Island
$11.3M +$4.7M +49,916 +71%
GIM
157
Goelzer Investment Management
Indiana
$11.2M +$954K +10,138 +9%
RA
158
Rational Advisors
New York
$11M +$5.23M +55,557 +90%
SMI
159
Shelter Mutual Insurance
Missouri
$11M
CI Investments Inc
160
CI Investments Inc
Ontario, Canada
$10.9M -$9.71M -103,176 -47%
AAS
161
Avantax Advisory Services
Texas
$10.8M +$405K +4,301 +4%
SW
162
SteelPeak Wealth
California
$10.7M -$1.21M -12,843 -10%
CSPIA
163
Cary Street Partners Investment Advisory
Virginia
$10.5M -$754K -8,018 -7%
BBWP
164
Beacon Bridge Wealth Partners
Pennsylvania
$10.4M +$2.06M +21,915 +25%
TC
165
TownSquare Capital
Utah
$10.2M +$6.02M +64,021 +145%
GWM
166
Geneos Wealth Management
Colorado
$10.2M -$6.94M -73,716 -41%
LJAC
167
L.J. Altfest & Co
New York
$10.1M +$866K +9,210 +9%
SFG
168
Snider Financial Group
Washington
$9.95M -$5.52M -58,700 -36%
I
169
INVST
Indiana
$9.88M +$3.26M +35,199 +49%
BCI
170
Brinker Capital Investments
Pennsylvania
$9.39M +$681K +7,294 +8%
OPS
171
Orion Portfolio Solutions
Nebraska
$9.39M +$681K +7,294 +8%
WCWM
172
Wooster Corthell Wealth Management
Connecticut
$9.29M +$1.13M +12,020 +14%
VT
173
Vise Technologies
New York
$9.06M +$63.6K +676 +0.7%
CTI
174
Community Trust & Investment
Kentucky
$9.05M -$9.71M -103,217 -52%
BF
175
Blankinship & Foster
California
$8.99M +$7.28M +77,370 +425%