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iShares MBS ETF

721 hedge funds and large institutions have $23B invested in iShares MBS ETF in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 257 increasing their positions, 261 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+40
Holders Change %
+5.87%
% of All Funds
11.14%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.85%
New
124
Increased
257
Reduced
261
Closed
72
Calls
$204K
Puts
$731K
Net Calls
-$527K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
251
TownSquare Capital
Utah
$3.41M +$3.41M +31,731 New
UB
252
UMB Bank
Missouri
$3.36M +$279K +2,601 +9%
SFA
253
Sequoia Financial Advisors
Ohio
$3.35M +$3.35M +31,218 New
FA
254
Forefront Analytics
Pennsylvania
$3.35M +$113K +1,051 +3%
TPWA
255
TRUE Private Wealth Advisors
Oregon
$3.34M +$320K +2,982 +11%
JFGIW
256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.3M -$127K -1,178 -4%
BCWM
257
Bartlett & Co Wealth Management
Ohio
$3.23M +$187K +1,741 +6%
BC
258
Bartlett & Co
Ohio
$3.23M +$187K +1,741 +6%
MIAN
259
Mariner Independent Advisor Network
Kansas
$3.19M -$384K -3,581 -11%
BWAM
260
Boyd Watterson Asset Management
Ohio
$3.14M -$753K -7,005 -19%
RB
261
Renasant Bank
Mississippi
$3.14M +$238K +2,218 +8%
BEC
262
Blue Edge Capital
Virginia
$3.12M -$50.6K -471 -2%
HPC
263
Hobart Private Capital
North Carolina
$3.11M -$415K -3,865 -12%
SWP
264
Stratos Wealth Partners
Ohio
$3.08M -$51.1K -476 -2%
HFA
265
High Falls Advisors
New York
$3.06M -$1.29K -12 -0%
SAS
266
Sage Advisory Services
Texas
$3M -$216K -2,008 -7%
JIR
267
James Investment Research
Ohio
$2.98M -$1.17M -10,883 -28%
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$2.84M
Mariner
269
Mariner
Kansas
$2.81M +$1.6M +14,866 +132%
FWP
270
FAS Wealth Partners
Kansas
$2.74M +$485K +4,518 +21%
FF
271
Friedenthal Financial
New Jersey
$2.72M +$82.7K +770 +3%
FFA
272
Fragasso Financial Advisors
Pennsylvania
$2.71M +$2.71M +25,177 New
OAM
273
Oppenheimer Asset Management
New York
$2.61M -$20.2K -188 -0.8%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$2.59M -$287K -2,675 -10%
PPA
275
Parametric Portfolio Associates
Washington
$2.59M -$220K -2,051 -8%