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iShares MBS ETF

672 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 278 increasing their positions, 253 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-21
Holders Change %
-3.03%
% of All Funds
11.73%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.17%
New
55
Increased
278
Reduced
253
Closed
67
Calls
$1.86M
Puts
$11.2M
Net Calls
-$9.33M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
251
Prudential Financial
New Jersey
$3.52M +$171K +1,579 +5%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$3.47M +$43.5K +402 +1%
JFGIW
253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.41M +$30.1K +278 +0.9%
VAS
254
Vestmark Advisory Solutions
Massachusetts
$3.4M -$961K -8,877 -22%
BC
255
Bartlett & Co
Ohio
$3.32M -$1.47M -13,550 -31%
BCWM
256
Bartlett & Co Wealth Management
Ohio
$3.32M -$1.47M -13,550 -31%
DTIM
257
Danda Trouve Investment Management
Kansas
$3.31M +$20.7K +191 +0.6%
PA
258
PFG Advisors
Arizona
$3.3M -$169K -1,565 -5%
CFG
259
Cooper Financial Group
California
$3.3M -$1.15M -10,613 -26%
FA
260
Forefront Analytics
Pennsylvania
$3.23M +$84.9K +783 +3%
BCM
261
Boltwood Capital Management
California
$3.23M -$1.45M -13,405 -31%
LWP
262
Lumature Wealth Partners
Georgia
$3.21M +$509K +4,705 +19%
GSWM
263
Golden State Wealth Management
California
$3.2M +$3.2M +29,592 New
NL
264
NWAM LLC
Washington
$3.15M -$320K -2,957 -9%
IFS
265
Ifrah Financial Services
Arkansas
$3.13M +$145K +1,339 +5%
RWA
266
Redhawk Wealth Advisors
Minnesota
$3.13M +$119K +1,096 +4%
WCM
267
Wunderlich Capital Managemnt
Tennessee
$3.08M +$135K +1,243 +5%
BEC
268
Blue Edge Capital
Virginia
$3.07M +$23.4K +216 +0.8%
PG
269
Proffitt & Goodson
Tennessee
$2.99M -$2.38K -22 -0.1%
RB
270
Renasant Bank
Mississippi
$2.96M +$303K +2,798 +11%
SAS
271
Sage Advisory Services
Texas
$2.94M +$125K +1,154 +4%
TPWA
272
TRUE Private Wealth Advisors
Oregon
$2.89M +$194K +1,793 +7%
ACG
273
Allen Capital Group
Nebraska
$2.74M +$828K +7,645 +43%
SSWM
274
Smith Salley Wealth Management
North Carolina
$2.71M +$1.99M +18,414 +276%
RA
275
RFG Advisory
Alabama
$2.7M -$63K -582 -2%