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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 %
HGWM
101
Horst & Graben Wealth Management
Oregon
$20.8M -$1.03M -10,935 -5%
UBS AM
102
UBS AM
Illinois
$20.7M -$16.1M
BCM
103
Brookstone Capital Management
Illinois
$20.6M +$1.44M +15,348 +8%
IWC
104
Integrated Wealth Concepts
Massachusetts
$20.5M +$2.6M +27,642 +14%
CAM
105
Cresset Asset Management
Illinois
$20.5M +$16.6M +176,747 +431%
PC
106
PointState Capital
New York
$20.1M +$20.1M +213,436 New
RWM
107
RKL Wealth Management
Pennsylvania
$19.8M -$2.25M -23,958 -10%
FA
108
FDx Advisors
Illinois
$19.6M -$1.8M -19,181 -8%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$19.4M +$19.4M +206,117 New
KeyBank National Association
110
KeyBank National Association
Ohio
$19.3M +$766K +8,142 +4%
WCF
111
West Coast Financial
California
$18.7M +$2.23M +23,690 +14%
ERIM
112
Eagle Ridge Investment Management
Connecticut
$18.4M -$294K -3,124 -2%
AI
113
Atria Investments
North Carolina
$18.2M -$2.15M -22,862 -11%
Prudential Financial
114
Prudential Financial
New Jersey
$18.1M +$2.04M +21,693 +13%
BSB
115
Bangor Savings Bank
Maine
$17.5M +$834K +8,868 +5%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$17M -$12.9K -137 -0.1%
KWM
117
Kingsview Wealth Management
Oregon
$16.8M +$2.9M +30,791 +21%
MWM
118
Modera Wealth Management
New Jersey
$16.1M +$6.46M +68,645 +67%
MWP
119
Meridian Wealth Partners
Pennsylvania
$15.9M +$310K +3,290 +2%
HFA
120
High Falls Advisors
New York
$15.6M +$113K +1,200 +0.7%
Mariner
121
Mariner
Kansas
$15.2M +$7.62M +80,996 +100%
NC
122
NewSquare Capital
Pennsylvania
$15.2M +$595K +6,328 +4%
SI
123
Stephens Inc
Arkansas
$15.1M +$5.81M +61,795 +63%
TG
124
TCW Group
California
$14.8M -$231K -2,453 -2%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$14.8M +$14.8M +157,300 New