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iShares MBS ETF

681 hedge funds and large institutions have $22.3B invested in iShares MBS ETF in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 306 increasing their positions, 210 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
+9
Holders Change %
+1.34%
% of All Funds
11.96%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
1.07%
New
77
Increased
306
Reduced
210
Closed
60
Calls
$281K
Puts
$1.06M
Net Calls
-$778K
Net Calls Change
+$8.55M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
226
Voya Financial Advisors
Connecticut
$4.28M +$69.8K +646 +2%
SAS
227
Stelac Advisory Services
New York
$4.24M -$192K -1,772 -4%
SWP
228
ShoreHaven Wealth Partners
New Jersey
$4.22M -$434K -4,012 -9%
JIR
229
James Investment Research
Ohio
$4.18M -$459K -4,241 -10%
CA
230
CSM Advisors
Pennsylvania
$4.16M
NRA
231
NSI Retail Advisors
Pennsylvania
$4.16M
WI
232
WrapManager Inc
California
$4.16M +$46.8K +433 +1%
FPGK
233
Financial Partners Group (Kansas)
Kansas
$4.09M +$181K +1,671 +5%
IA
234
IndexIQ Advisors
New York
$4.08M +$1.57M +14,564 +63%
UFA
235
US Financial Advisors
Massachusetts
$4.05M -$82.8K -766 -2%
ASN
236
Advisory Services Network
Georgia
$4.04M +$2.21M +20,404 +120%
AA
237
Alesco Advisors
New York
$4M
SCA
238
Snowden Capital Advisors
New York
$3.96M -$1.28M -11,805 -24%
BWAM
239
Boyd Watterson Asset Management
Ohio
$3.92M -$622K -5,752 -14%
QFA
240
Quattro Financial Advisors
Texas
$3.9M -$12.5M -115,640 -76%
CS
241
Credit Suisse
Switzerland
$3.82M +$3.82M +35,300 New
SSWM
242
Smith Salley Wealth Management
North Carolina
$3.76M +$1.04M +9,645 +38%
T
243
TNF
Montana
$3.7M +$3.7M +34,383 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$3.69M +$224K +2,076 +6%
LWP
245
Lumature Wealth Partners
Georgia
$3.68M +$468K +4,330 +15%
ACM
246
Anfield Capital Management
California
$3.67M +$3.67M +33,919 New
WWM
247
WJ Wealth Management
Arizona
$3.61M +$3.61M +33,393 New
CI Investments Inc
248
CI Investments Inc
Ontario, Canada
$3.61M
MIAN
249
Mariner Independent Advisor Network
Kansas
$3.6M +$45.8K +424 +1%
DTIM
250
Danda Trouve Investment Management
Kansas
$3.6M +$293K +2,713 +9%