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iShares MBS ETF

750 hedge funds and large institutions have $23.8B invested in iShares MBS ETF in 2022 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 311 increasing their positions, 209 reducing their positions, and 74 closing their positions.

Holders
750
Holders Change
+72
Holders Change %
+10.62%
% of All Funds
12.1%
Holding in Top 10
66
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+57.14%
% of All Funds
1.06%
New
161
Increased
311
Reduced
209
Closed
74
Calls
$6.98M
Puts
$11.6M
Net Calls
-$4.59M
Net Calls Change
-$161M
Name Market Value Shares Shares
Change
Shares
Change %
JIP
126
Jaffetilchin Investment Partners
Florida
$12.1M 130,109 +130,109 New
FAG
127
Financial Advisory Group
Texas
$11.9M 128,608 +56,749 +79%
MFWM
128
Motley Fool Wealth Management
Virginia
$11.9M 128,511 -179,242 -58%
SHJ
129
Sharkey, Howes & Javer
Colorado
$11.9M 128,222 +101,924 +388%
CS
130
Comerica Securities
Michigan
$11.8M 127,339 +79,338 +165%
TWA
131
Tandem Wealth Advisors
Arizona
$11.7M 125,732 +125,732 New
CRC
132
Curi RMB Capital
Illinois
$11.6M 125,026 +125,026 New
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$11.5M 123,494 -26,205 -18%
PL
134
Protective Life
Alabama
$11.4M 123,421
Loomis, Sayles & Company
135
Loomis, Sayles & Company
Massachusetts
$11.3M 122,209 +115,341 +1,679%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$11.3M 122,210 +122,210 New
IAN
137
Integrated Advisors Network
Texas
$11.3M 121,512 +3,959 +3%
HH
138
Hilltop Holdings
Texas
$11.2M 121,118 -142,810 -54%
BOTW
139
Bank of the West
California
$10.9M 117,243 +102,893 +717%
FIA
140
Foundations Investment Advisors
Arizona
$10.7M 114,860 +90,169 +365%
APW
141
Austin Private Wealth
Texas
$10.5M 113,187 +87,734 +345%
TAIM
142
TD Ameritrade Investment Management
Nebraska
$10.4M 112,651 -10,059 -8%
LWA
143
LWS Wealth Advisors
New Jersey
$10.2M 110,027 +3,925 +4%
KWM
144
Kingsview Wealth Management
Oregon
$9.93M 107,046 -34,565 -24%
BCV
145
Banque Cantonale Vaudoise
Switzerland
$9.9M 106,700 -5,800 -5%
ECM
146
Evergreen Capital Management
Washington
$9.85M 106,233 +16,271 +18%
TG
147
TCW Group
California
$9.75M 105,165 -8,947 -8%
T
148
TCWP
Ohio
$9.72M 104,792 +100,610 +2,406%
PFG
149
PAX Financial Group
Texas
$9.46M 101,999 +71,332 +233%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$9.34M 100,665 +5,219 +5%