MBB icon

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.

Holders
855
Holders Change
+96
Holders Change %
+12.65%
% of All Funds
12.54%
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 %
MWA
26
Midland Wealth Advisors
Illinois
$151M +$151M +1,609,920 New
UCFA
27
United Capital Financial Advisors
Texas
$146M +$25.8M +274,184 +22%
QWP
28
Quotient Wealth Partners
Texas
$139M +$139M +1,472,932 New
BA
29
Bridgewater Associates
Connecticut
$137M -$2.78M -29,500 -2%
BTI
30
Blue Trust Inc
Georgia
$128M -$372K -4,192 -0.3%
PAS
31
Park Avenue Securities
New York
$124M -$1.32M -13,978 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$124M +$325K +3,451 +0.3%
Jane Street
33
Jane Street
New York
$124M +$107M +1,139,583 +657%
HW
34
Hancock Whitney
Mississippi
$118M -$8.14M -86,519 -6%
MML Investors Services
35
MML Investors Services
Massachusetts
$116M +$7.66M +81,445 +7%
OIA
36
OneDigital Investment Advisors
Kansas
$114M +$10.8M +114,326 +10%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$102M +$210K +1,983 +0.2%
MERSOM
38
Municipal Employees' Retirement System of Michigan
Michigan
$102M
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$101M +$44.2M +470,161 +78%
Asset Management One
40
Asset Management One
Japan
$95.8M -$7.2M -76,411 -7%
MD
41
Money Design
Japan
$85M -$2.46M -26,141 -3%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$69.3M -$14.3M -152,216 -17%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$68.1M +$2.32M +24,623 +4%
MMA
44
Miracle Mile Advisors
California
$63.2M +$17.2M +182,906 +37%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$57.2M -$1.62M -17,241 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$56.7M +$4.89M +51,999 +9%
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53.3M +$47.7M +506,636 +844%
AWE
48
Avidian Wealth Enterprises
Texas
$53M +$4.84M +51,419 +10%
CW
49
Connectus Wealth
Ohio
$51.7M -$36.6M -388,850 -41%
SOMRS
50
State of Michigan Retirement System
Michigan
$50.9M