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iShares MBS ETF

693 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+5
Holders Change %
+0.73%
% of All Funds
12.2%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
81
Increased
303
Reduced
227
Closed
66
Calls
$1.32M
Puts
$7.45M
Net Calls
-$6.13M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
276
RFG Advisory
Alabama
$2.77M +$23.5K +217 +0.9%
SFM
277
Signet Financial Management
New Jersey
$2.76M +$63.9K +589 +2%
LWP
278
Lumature Wealth Partners
Georgia
$2.71M +$834K +7,687 +44%
TPWA
279
TRUE Private Wealth Advisors
Oregon
$2.7M -$129K -1,193 -5%
LNC
280
Lincoln National Corp
Pennsylvania
$2.7M +$333K +3,070 +14%
RB
281
Renasant Bank
Mississippi
$2.66M +$14.7K +136 +0.6%
CWA
282
Clearview Wealth Advisors
Oregon
$2.59M -$638K -5,885 -20%
PA
283
Parallel Advisors
California
$2.58M -$1.31M -12,078 -34%
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$2.55M -$1.08M -9,952 -30%
AIM
285
Acropolis Investment Management
Missouri
$2.55M -$143K -1,315 -5%
SPIA
286
Steward Partners Investment Advisory
New York
$2.45M -$1.29M -11,861 -34%
PFG
287
PAX Financial Group
Texas
$2.45M -$4.82M -44,459 -66%
TCA
288
Transcend Capital Advisors
New Jersey
$2.42M -$449K -4,147 -16%
MAM
289
MMA Asset Management
Pennsylvania
$2.4M +$84K +775 +4%
TLFA
290
True Link Financial Advisors
California
$2.34M +$151K +1,396 +7%
TCMP
291
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.33M -$463K -4,267 -17%
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
$2.3M +$2.3M +21,233 New
MFG
293
MidWestOne Financial Group
Iowa
$2.29M +$360K +3,316 +19%
FWP
294
FAS Wealth Partners
Kansas
$2.22M -$8.35K -77 -0.4%
CB
295
Commerce Bank
Missouri
$2.21M -$423K -3,901 -16%
MA
296
Mutual Advisors
Nebraska
$2.19M +$349K +3,220 +19%
FNBT
297
FineMark National Bank & Trust
Florida
$2.18M +$28.6K +264 +1%
ACS
298
Archford Capital Strategies
Illinois
$2.17M +$955K +8,778 +79%
4WM
299
4J Wealth Management
Virginia
$2.16M +$155K +1,433 +8%
MIAN
300
Mariner Independent Advisor Network
Kansas
$2.14M -$60.9K -562 -3%