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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 %
PA
276
PFG Advisors
Arizona
$2.52M -$101K -937 -4%
CCA
277
Cobblestone Capital Advisors
New York
$2.51M +$1.2M +11,141 +91%
RFG
278
Range Financial Group
Oregon
$2.5M +$142K +1,325 +6%
SFM
279
Signet Financial Management
New Jersey
$2.48M -$33.4K -311 -1%
AWM
280
Axxcess Wealth Management
California
$2.47M +$2.47M +23,023 New
TLFA
281
True Link Financial Advisors
California
$2.45M -$69.5K -647 -3%
SPIA
282
Steward Partners Investment Advisory
New York
$2.44M +$10.7K +100 +0.4%
Creative Planning
283
Creative Planning
Kansas
$2.41M -$1.09M -10,135 -31%
CM
284
Columbus Macro
Pennsylvania
$2.4M +$2.4M +22,341 New
SHJ
285
Sharkey, Howes & Javer
Colorado
$2.36M +$91.4K +851 +4%
TCWA
286
Ten Capital Wealth Advisors
Washington
$2.32M +$451K +4,201 +24%
AIC
287
Archer Investment Corporation
Indiana
$2.3M +$28.7K +267 +1%
CWA
288
Clearview Wealth Advisors
Oregon
$2.28M -$2.33M -21,694 -51%
LWANC
289
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.26M -$2.64M -24,585 -54%
FLPIM
290
F.L. Putnam Investment Management
Massachusetts
$2.21M +$7.63K +71 +0.3%
DE
291
Day & Ennis
Georgia
$2.16M -$19.1K -178 -0.9%
ACS
292
Archford Capital Strategies
Illinois
$2.12M +$167K +1,552 +9%
OWA
293
One Wealth Advisors
California
$2.1M -$2.59M -24,138 -55%
FNBT
294
FineMark National Bank & Trust
Florida
$2.09M -$14.7K -137 -0.7%
NFG
295
Next Financial Group
Texas
$2.09M +$858K +7,989 +70%
GIM
296
Goelzer Investment Management
Indiana
$2.09M +$926K +8,623 +80%
TCA
297
Transcend Capital Advisors
New Jersey
$2.08M -$47.8K -445 -2%
MA
298
Mutual Advisors
Nebraska
$2.05M -$422K -3,928 -17%
DADC
299
D.A. Davidson & Co
Montana
$2.04M -$2.58K -24 -0.1%
SFS
300
Sowell Financial Services
Arkansas
$2.03M -$70.1K -653 -3%