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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 %
CSPIA
201
Cary Street Partners Investment Advisory
Virginia
$8.89M -$37.7K -393 -0.4%
BF
202
Blankinship & Foster
California
$8.8M -$336K -3,506 -4%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$8.66M
WCWM
204
Wooster Corthell Wealth Management
Connecticut
$8.62M -$1.33M -13,915 -13%
AG
205
Ascent Group
Virginia
$8.6M +$1.27M +13,212 +17%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.57M +$8.57M +89,437 New
VFA
207
Voya Financial Advisors
Connecticut
$8.43M +$670K +6,962 +9%
PFG
208
PAX Financial Group
Texas
$8.41M +$14.5K +151 +0.2%
First Trust Advisors
209
First Trust Advisors
Illinois
$8.33M -$889K -9,280 -10%
MYAM
210
Meiji Yasuda Asset Management
Japan
$8.28M +$664K +6,932 +9%
BRWA
211
B. Riley Wealth Advisors
Florida
$8.19M +$162K +1,694 +2%
Betterment LLC
212
Betterment LLC
New York
$8.15M -$1.33M -13,838 -14%
GWM
213
Geneos Wealth Management
Colorado
$8.06M +$182K +1,897 +2%
FRA
214
FFG Retirement Advisors
Colorado
$8.06M +$596K +6,224 +8%
T
215
TNF
Montana
$8.03M -$88.1K -944 -1%
MCWS
216
McKinley Carter Wealth Services
West Virginia
$7.92M +$157K +1,640 +2%
HI
217
Harbour Investments
Wisconsin
$7.9M +$3.4M +35,522 +76%
WFI
218
West Family Investments
California
$7.77M
ACM
219
Anfield Capital Management
California
$7.74M +$7.61M +79,450 +6,024%
PCIA
220
Prime Capital Investment Advisors
Kansas
$7.71M -$460K -4,804 -6%
AIA
221
Alternative Investment Advisors
Florida
$7.71M -$348K -3,627 -4%
MERSOM
222
Municipal Employees' Retirement System of Michigan
Michigan
$7.67M +$501K +5,229 +7%
IPW
223
Impact Partnership Wealth
Georgia
$7.65M +$4.02M +41,945 +111%
EWM
224
Edge Wealth Management
New York
$7.58M +$507K +5,294 +7%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$7.38M +$6.68M +69,772 +968%