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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 %
FAIM
176
Financial Advocates Investment Management
Washington
$8.98M +$192K +2,039 +2%
CCA
177
Checchi Capital Advisers
California
$8.92M -$3.74M -39,728 -30%
HighTower Advisors
178
HighTower Advisors
Illinois
$8.92M -$3.54M -37,694 -28%
Charles Schwab
179
Charles Schwab
California
$8.82M -$653K -6,940 -7%
BC
180
Bartlett & Co
Ohio
$8.76M +$125K +1,331 +1%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$8.76M +$125K +1,331 +1%
TF
182
Theory Financial
Colorado
$8.49M +$141K +1,503 +2%
OWA
183
One Wealth Advisors
California
$8.48M +$277K +2,941 +3%
TWM
184
TSA Wealth Management
Texas
$8.46M +$8.46M +89,975 New
CL
185
CIM LLC
New York
$8.45M +$263K +2,875 +3%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$8.27M +$312K +3,316 +4%
FFA
187
Farther Finance Advisors
California
$8.26M +$2.85M +30,314 +53%
PI
188
Parkside Investments
Illinois
$8M +$8M +85,055 New
SWA
189
Stratos Wealth Advisors
Ohio
$7.96M -$1.83M -19,488 -19%
HB
190
HTLF Bank
Colorado
$7.95M +$7.95M +84,515 New
CWM
191
Cabot Wealth Management
Massachusetts
$7.91M +$5.16M +54,802 +187%
SFS
192
Security Financial Services
Indiana
$7.88M -$123K -1,307 -2%
T
193
TNF
Montana
$7.88M -$22.7K -244 -0.3%
MYAM
194
Meiji Yasuda Asset Management
Japan
$7.85M -$316K -3,360 -4%
MFG
195
Merit Financial Group
Georgia
$7.83M +$1.09M +11,586 +16%
SHIM
196
Stone House Investment Management
Pennsylvania
$7.82M -$145K -1,543 -2%
PFG
197
PAX Financial Group
Texas
$7.78M -$934K -10,123 -11%
WFI
198
West Family Investments
California
$7.63M
SAM
199
Simplify Asset Management
Nevada
$7.58M +$306K +3,253 +4%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$7.49M +$251K +2,670 +3%