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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
12.53%
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 %
SHJ
126
Sharkey, Howes & Javer
Colorado
$14.8M +$863K +9,171 +6%
Loomis, Sayles & Company
127
Loomis, Sayles & Company
Massachusetts
$14.8M +$14.5M +153,788 +4,924%
PCIA
128
Prime Capital Investment Advisors
Kansas
$14.7M +$9.74M +103,571 +196%
PAG
129
Private Advisor Group
New Jersey
$14.7M +$389K +4,139 +3%
KAS
130
Kestra Advisory Services
Texas
$14.6M +$1.34M +14,199 +10%
BCV
131
Banque Cantonale Vaudoise
Switzerland
$14.4M +$8.4M +89,300 +140%
PAIA
132
Park Avenue Institutional Advisers
New York
$14.3M +$1.97M +20,900 +16%
First Trust Advisors
133
First Trust Advisors
Illinois
$13.9M +$5.99M +63,674 +76%
PWM
134
Perigon Wealth Management
California
$13.6M +$494K +5,250 +4%
LWA
135
LWS Wealth Advisors
New Jersey
$13.5M +$143K +1,523 +1%
RCS
136
Retirement Capital Strategies
California
$13.4M +$13.4M +142,190 New
GRP
137
Global Retirement Partners
California
$13.3M +$506K +5,428 +4%
AWMS
138
Advocacy Wealth Management Services
Georgia
$13.2M +$13.2M +139,844 New
MFWM
139
Motley Fool Wealth Management
Virginia
$13M +$280K +2,977 +2%
BCM
140
Boltwood Capital Management
California
$13M +$24.7K +263 +0.2%
IWA
141
Icon Wealth Advisors
Texas
$12.9M +$12.9M +137,050 New
LG
142
Leuthold Group
Minnesota
$12.7M +$10.9M +115,432 +577%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$12.5M +$67K +712 +0.5%
LWA
144
Lineweaver Wealth Advisors
Ohio
$12.4M +$582K +6,187 +5%
CIM
145
Chiron Investment Management
New York
$12.4M +$12.4M +131,599 New
NA
146
Nottingham Advisors
New York
$12.4M +$12.4M +150,348 New
GC
147
Guggenheim Capital
Illinois
$12.3M +$1.23M +13,087 +11%
Betterment LLC
148
Betterment LLC
New York
$12.3M -$2.38M -25,274 -16%
Lazard Asset Management
149
Lazard Asset Management
New York
$12.2M -$13.1M
LFS
150
Lutz Financial Services
Nebraska
$12.2M +$12.2M +129,422 New