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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 %
AIM
301
Acropolis Investment Management
Missouri
$2M -$537K -4,960 -21%
BRWA
302
B. Riley Wealth Advisors
Florida
$1.95M +$47.5K +439 +2%
SMI
303
Shelter Mutual Insurance
Missouri
$1.95M
UB
304
UMB Bank
Missouri
$1.93M +$835K +7,717 +76%
JWCA
305
J.W. Coons Advisors
Ohio
$1.9M +$645K +5,945 +51%
BWL
306
Bogart Wealth LLC
Virginia
$1.9M -$23.8M -219,963 -93%
HI
307
Harbour Investments
Wisconsin
$1.87M +$32.4K +299 +2%
Citigroup
308
Citigroup
New York
$1.85M -$1.98M -18,323 -52%
ASN
309
Advisory Services Network
Georgia
$1.84M +$808K +7,461 +79%
MFG
310
MidWestOne Financial Group
Iowa
$1.82M -$461K -4,259 -20%
OC
311
Oppenheimer & Co
New York
$1.79M +$450K +4,156 +33%
BHWM
312
Bar Harbor Wealth Management
New Hampshire
$1.78M -$75K -693 -4%
T
313
TRUADVICE
Florida
$1.76M +$1.28M +11,828 +270%
SHJ
314
Sharkey, Howes & Javer
Colorado
$1.73M +$124K +1,146 +8%
ACS
315
Archford Capital Strategies
Illinois
$1.72M -$433K -4,000 -20%
FNC
316
First National Corp
Massachusetts
$1.72M +$912K +8,235 +113%
CNC
317
Citizens & Northern Corp
Pennsylvania
$1.71M -$35.1K -324 -2%
CB
318
Commerce Bank
Missouri
$1.71M -$493K -4,552 -22%
QA
319
Quantitative Advantage
Minnesota
$1.68M +$114K +1,050 +7%
CCA
320
Cobblestone Capital Advisors
New York
$1.68M +$341K +3,153 +26%
DAS
321
Dynamic Advisor Solutions
Arizona
$1.67M -$121K -1,122 -7%
APW
322
Austin Private Wealth
Texas
$1.65M -$457K -4,218 -22%
TCMP
323
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.63M -$699K -6,457 -30%
Renaissance Technologies
324
Renaissance Technologies
New York
$1.63M +$1.63M +15,014 New
GM
325
GeoWealth Management
Illinois
$1.61M -$6.18K -57 -0.4%