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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 %
GSWM
251
Golden State Wealth Management
California
$3.58M +$376K +3,481 +12%
IWP
252
Icon Wealth Partners
Texas
$3.58M -$504K -4,659 -12%
HPC
253
Hobart Private Capital
North Carolina
$3.54M -$1.93M -17,841 -35%
Creative Planning
254
Creative Planning
Kansas
$3.52M -$1.41M -13,041 -29%
NL
255
NWAM LLC
Washington
$3.49M +$346K +3,195 +11%
PFG
256
PAX Financial Group
Texas
$3.49M +$905K +8,369 +35%
SPAS
257
Spectrum Planning & Advisory Services
California
$3.48M +$1.91M +17,636 +121%
NAG
258
Northstar Advisory Group
New Jersey
$3.48M +$3.48M +32,178 New
Prudential Financial
259
Prudential Financial
New Jersey
$3.45M -$79.3K -731 -2%
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.45M +$39.6K +366 +1%
FA
261
Forefront Analytics
Pennsylvania
$3.26M +$34.9K +322 +1%
SAS
262
Sage Advisory Services
Texas
$3.24M +$302K +2,796 +10%
IFS
263
Ifrah Financial Services
Arkansas
$3.21M +$83.4K +771 +3%
BEC
264
Blue Edge Capital
Virginia
$3.19M +$125K +1,152 +4%
SWP
265
Stratos Wealth Partners
Ohio
$3.15M -$713K -6,591 -18%
UB
266
UMB Bank
Missouri
$3.11M +$1.18M +10,901 +61%
HFA
267
High Falls Advisors
New York
$3.08M +$635K +5,867 +26%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$3.07M -$247K -2,280 -7%
BC
269
Bartlett & Co
Ohio
$3.07M -$247K -2,280 -7%
TPWA
270
TRUE Private Wealth Advisors
Oregon
$3.04M +$149K +1,375 +5%
RB
271
Renasant Bank
Mississippi
$2.92M -$36.6K -338 -1%
VAS
272
Vestmark Advisory Solutions
Massachusetts
$2.9M -$496K -4,583 -15%
PPA
273
Parametric Portfolio Associates
Washington
$2.83M +$2.83M +26,178 New
LWA
274
Lineweaver Wealth Advisors
Ohio
$2.8M +$320K +2,964 +13%
Citigroup
275
Citigroup
New York
$2.79M +$942K +8,707 +51%