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iShares MBS ETF

866 hedge funds and large institutions have $30.9B invested in iShares MBS ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 403 increasing their positions, 264 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.53%
Holding in Top 10
62
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.59%
% of All Funds
0.9%
New
113
Increased
403
Reduced
264
Closed
64
Calls
$14.5M
Puts
$4.52M
Net Calls
+$10M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$11.3M +$1.94M +20,290 +21%
GC
177
Guggenheim Capital
Illinois
$11.3M -$2.14M -22,295 -16%
EWA
178
EverSource Wealth Advisors
Alabama
$11.2M -$65K -678 -0.6%
PS
179
Principal Securities
Iowa
$10.9M +$2.86M +29,902 +36%
LIM
180
Leavell Investment Management
Alabama
$10.8M -$47K -491 -0.4%
LJAC
181
L.J. Altfest & Co
New York
$10.7M +$83K +866 +0.8%
WIA
182
World Investment Advisors
California
$10.7M +$463K +4,831 +5%
Comerica Bank
183
Comerica Bank
Texas
$10.5M -$140K -1,463 -1%
SFS
184
Security Financial Services
Indiana
$10.4M +$109K +1,134 +1%
OWA
185
One Wealth Advisors
California
$10.3M +$10.3M +107,498 New
SMI
186
Shelter Mutual Insurance
Missouri
$10.2M -$619K -6,650 -6%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$10.2M +$556K +5,803 +6%
Citadel Advisors
188
Citadel Advisors
Florida
$10.1M +$10.1M +104,949 New
KFS
189
Kelly Financial Services
Massachusetts
$9.98M -$608K -6,342 -6%
CM
190
Cornerstone Management
Georgia
$9.89M -$21.4K -223 -0.2%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$9.75M +$1.46M +15,240 +18%
FAIM
192
Financial Advocates Investment Management
Washington
$9.66M -$242K -2,540 -2%
CTI
193
Community Trust & Investment
Kentucky
$9.61M +$297K +3,104 +3%
CL
194
CIM LLC
New York
$9.54M +$2.4K +25 +0%
ACA
195
Anchor Capital Advisors
Massachusetts
$9.29M +$9.29M +96,954 New
Baird Financial Group
196
Baird Financial Group
Wisconsin
$9.25M +$3.24M +33,857 +54%
TWM
197
TSA Wealth Management
Texas
$9.24M +$105K +1,094 +1%
TF
198
Theory Financial
Colorado
$9.13M +$223K +2,402 +3%
CI Investments Inc
199
CI Investments Inc
Ontario, Canada
$9.1M -$853K -8,900 -9%
WA
200
WBH Advisory
Maryland
$8.97M +$2.81M +29,379 +46%