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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.

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 %
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$50.8M +$3.82M +40,568 +8%
HTC
52
Haverford Trust Company
Pennsylvania
$50.6M +$1.31M +13,935 +3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$47.9M +$17.5M +186,373 +58%
Franklin Resources
54
Franklin Resources
California
$47.4M +$22.8M +242,383 +93%
Korea Investment Corp
55
Korea Investment Corp
South Korea
$47M
RT
56
Rockland Trust
Massachusetts
$46.2M +$1.51M +16,048 +3%
Mitsubishi UFJ Asset Management
57
Mitsubishi UFJ Asset Management
Japan
$44.6M +$44.6M +476,000 New
Fisher Asset Management
58
Fisher Asset Management
Washington
$41.8M +$1.2M +12,747 +3%
WJA
59
Willis Johnson & Associates
Texas
$41.4M -$9.86M -104,780 -19%
Corient Private Wealth
60
Corient Private Wealth
Florida
$40M -$26.6M -283,175 -40%
CIA
61
Capital Investment Advisors
Georgia
$40M -$1.77M -18,809 -4%
RJA
62
Raymond James & Associates
Florida
$39.8M -$8.27M -87,893 -17%
SIA
63
SkyView Investment Advisors
New Jersey
$39.7M +$37.7M +399,826 +1,903%
CIBC Asset Management
64
CIBC Asset Management
Ontario, Canada
$39.1M -$162K -1,727 -0.4%
Allianz Asset Management
65
Allianz Asset Management
Germany
$38.5M +$175K +1,860 +0.5%
CAN
66
Cetera Advisor Networks
California
$37.9M -$2.16M -22,942 -5%
CI
67
Conning Inc
Connecticut
$36.5M
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$36.4M +$1.28M +13,653 +4%
AssetMark Inc
69
AssetMark Inc
California
$36.1M -$45.7M -486,266 -56%
CA
70
Cetera Advisors
Colorado
$35.2M +$675K +7,174 +2%
MCCA
71
Mill Creek Capital Advisors
Pennsylvania
$33.9M +$2.01M +21,316 +6%
CAI
72
Capital Advisors Inc
Oklahoma
$33.6M +$33.6M +357,304 New
SMFG
73
Sumitomo Mitsui Financial Group
Japan
$32.7M +$1.98M +21,086 +6%
ZIG
74
Zurich Insurance Group
Switzerland
$31.8M
Creative Planning
75
Creative Planning
Kansas
$31.4M +$1.62M +17,182 +5%