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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
12.54%
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 %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$30.3M
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$30M +$3.4M +36,117 +13%
JC
78
JB Capital
Connecticut
$29.8M -$576K -6,120 -2%
AWS
79
Atria Wealth Solutions
New York
$29.4M +$312K +3,320 +1%
MNG
80
Manning & Napier Group
New York
$29.4M -$18.7M
WP
81
WealthSource Partners
California
$29.1M -$1.47M -15,594 -5%
SWP
82
Strategic Wealth Partners
Ohio
$28.8M +$306K +3,256 +1%
AWM
83
AE Wealth Management
Kansas
$26.6M +$2.99M +32,263 +13%
Allspring Global Investments
84
Allspring Global Investments
North Carolina
$26.2M +$359K +3,815 +1%
DJSG
85
D.J. St. Germain
Massachusetts
$26.1M -$7.75M -82,353 -23%
HI
86
Horizon Investments
North Carolina
$24.3M -$10M -106,940 -29%
FIA
87
Foundations Investment Advisors
Arizona
$24M -$694K -7,392 -3%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$23.2M -$1.42M -15,127 -6%
Millennium Management
89
Millennium Management
New York
$22.9M +$22.9M +243,748 New
GGS
90
Galvin Gaustad & Stein
Arizona
$22.9M -$1.55M -16,511 -6%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$22.6M -$1.81M -19,275 -7%
Parnassus Investments
92
Parnassus Investments
California
$21.9M +$7.8M +82,941 +55%
CW
93
CreativeOne Wealth
Kansas
$21.7M -$1.14M -12,111 -5%
CFGS
94
Concourse Financial Group Securities
Alabama
$21.7M -$43.1K -458 -0.2%
AI
95
Arvest Investments
Arkansas
$21.6M +$21.6M +230,085 New
TIM
96
Tortoise Investment Management
New York
$21.6M -$7.2M -76,547 -25%
AA
97
Acorns Advisers
California
$21.5M +$1.37M +14,601 +7%
SAS
98
Sage Advisory Services
Texas
$21.2M -$982K -10,438 -4%
NA
99
NewEdge Advisors
Louisiana
$21M +$2.32M +24,743 +12%
CCA
100
Clearwater Capital Advisors
Illinois
$20.9M -$13.6M -144,778 -39%