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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 %
MAM
201
Madison Asset Management
Wisconsin
$7.36M
CM
202
Cornerstone Management
Georgia
$7.36M -$113K -1,201 -2%
MG
203
Mather Group
Illinois
$7.33M +$1.09M +11,579 +17%
WCA
204
Westover Capital Advisors
Delaware
$7.31M -$75K -797 -1%
RC
205
Rareview Capital
Nevada
$7.21M +$7.21M +76,595 New
AIA
206
Alternative Investment Advisors
Florida
$7.12M +$5.68M +60,371 +394%
RCAG
207
Rehmann Capital Advisory Group
Michigan
$7.12M -$4.61M -48,953 -39%
LWM
208
Liberty Wealth Management
California
$7.04M +$74.2K +789 +1%
M&T Bank
209
M&T Bank
New York
$6.95M -$1.2M -12,746 -15%
SIA
210
Spectrum Investment Advisors
Wisconsin
$6.94M +$6.94M +73,771 New
VFA
211
Voya Financial Advisors
Connecticut
$6.88M -$12.2K -129 -0.2%
SXL
212
Summit X LLC
Missouri
$6.86M +$76.7K +814 +1%
WF
213
Williams Financial
Vermont
$6.85M -$207K -2,196 -3%
PSP
214
Pacific Sage Partners
Washington
$6.82M +$240K +2,554 +4%
OP
215
ORG Partners
Indiana
$6.8M +$6.65M +70,643 +4,350%
PA
216
Parkside Advisors
California
$6.79M +$6M +63,744 +758%
OL
217
Optas LLC
Texas
$6.71M +$5.31M +56,472 +381%
LA
218
LVW Advisors
New York
$6.61M +$42.2K +449 +0.6%
PS
219
Principal Securities
Iowa
$6.56M +$6.56M +69,717 New
BRWA
220
B. Riley Wealth Advisors
Florida
$6.54M -$2.22M -23,563 -25%
EWM
221
Edge Wealth Management
New York
$6.32M +$615K +6,542 +11%
KLI
222
Kelman-Lazarov Inc
Tennessee
$6.31M +$6M +63,809 +1,974%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$6.13M -$3.79M -40,327 -38%
Simplex Trading
224
Simplex Trading
Illinois
$6.08M +$5.96M +63,368 +5,207%
Invesco
225
Invesco
Georgia
$6.05M +$67K +712 +1%