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iShares MBS ETF

678 hedge funds and large institutions have $17.9B invested in iShares MBS ETF in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 296 reducing their positions, and 76 closing their positions.

Holders
678
Holders Change
-17
Holders Change %
-2.45%
% of All Funds
11.72%
Holding in Top 10
42
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.29%
% of All Funds
0.73%
New
66
Increased
235
Reduced
296
Closed
76
Calls
$211M
Puts
$54.8M
Net Calls
+$157M
Net Calls Change
+$21.8M
Name Market Value Shares Shares
Change
Shares
Change %
ZIG
51
Zurich Insurance Group
Switzerland
$31M 338,060
SEI Investments
52
SEI Investments
Pennsylvania
$29.8M 325,734 -1,017 -0.3%
SMFG
53
Sumitomo Mitsui Financial Group
Japan
$29.2M 318,802 -15,050 -5%
KeyBank National Association
54
KeyBank National Association
Ohio
$29M 316,690 -18,552 -6%
MFWM
55
Motley Fool Wealth Management
Virginia
$28.2M 307,753 -12,546 -4%
MMA
56
Miracle Mile Advisors
California
$27.7M 302,621 +2,485 +0.8%
PFO
57
Pathstone Family Office
New Jersey
$26.1M 284,700 +127,477 +81%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$26M 284,881 +41,695 +17%
HI
59
Horizon Investments
North Carolina
$26M 284,626 +63,350 +29%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$25.7M 281,022 -180,020 -39%
MML Investors Services
61
MML Investors Services
Massachusetts
$25.5M 278,541 -37,790 -12%
BWM
62
BerganKDV Wealth Management
Minnesota
$25.2M 274,659 +9,843 +4%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$24.5M 268,009 -1,903 -0.7%
HH
64
Hilltop Holdings
Texas
$24.2M 263,928 -22,077 -8%
WJA
65
Willis Johnson & Associates
Texas
$23.6M 257,689 -3,449 -1%
PAS
66
Park Avenue Securities
New York
$22.8M 249,243 -1,918 -0.8%
IWS
67
Insight Wealth Strategies
California
$21.7M 222,603
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$20.9M 228,515 +12,555 +6%
SOMRS
69
State of Michigan Retirement System
Michigan
$20.7M 225,800
Franklin Resources
70
Franklin Resources
California
$20.5M 223,995 -593 -0.3%
CIM
71
Confluence Investment Management
Missouri
$20.5M 223,459 -1,104 -0.5%
CI Investments Inc
72
CI Investments Inc
Ontario, Canada
$20.1M 219,383
IWC
73
Integrated Wealth Concepts
Massachusetts
$20M 218,904 +63,066 +40%
Lazard Asset Management
74
Lazard Asset Management
New York
AWS
75
AJ Wealth Strategies
New York
$19.8M 216,349 +7,071 +3%