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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 %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$2.05M -$1.56M -14,289 -43%
CCM
302
Crabel Capital Management
California
$2.04M -$5.83M -53,933 -74%
PA
303
Parallel Advisors
California
$2.01M -$292K -2,696 -13%
ACS
304
Archford Capital Strategies
Illinois
$1.96M +$244K +2,252 +14%
JWCA
305
J.W. Coons Advisors
Ohio
$1.95M +$52.5K +485 +3%
SMI
306
Shelter Mutual Insurance
Missouri
$1.95M
FTS
307
Fifth Third Securities
Ohio
$1.94M +$1.94M +17,889 New
TF
308
Trek Financial
Arizona
$1.91M -$777K -7,180 -29%
AIM
309
Acropolis Investment Management
Missouri
$1.89M -$37.8K -363 -2%
TCWA
310
Ten Capital Wealth Advisors
Washington
$1.88M +$440K +4,066 +31%
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$1.85M +$895K +8,277 +93%
BWL
312
Bogart Wealth LLC
Virginia
$1.84M -$49.4K -457 -3%
BHWM
313
Bay Harbor Wealth Management
Maryland
$1.83M +$237K +2,193 +15%
CNC
314
Citizens & Northern Corp
Pennsylvania
$1.76M +$51.8K +479 +3%
LWM
315
Liberty Wealth Management
California
$1.76M +$303K +2,805 +21%
AF
316
Advisornet Financial
Minnesota
$1.75M +$1.45M +13,403 +486%
PPP
317
Private Portfolio Partners
New Jersey
$1.71M +$187K +1,732 +12%
KC
318
Kepos Capital
New York
$1.71M -$6.6M -61,000 -79%
QA
319
Quantitative Advantage
Minnesota
$1.71M +$23.6K +218 +1%
GM
320
GeoWealth Management
Illinois
$1.69M +$89K +823 +6%
CFD
321
Creative Financial Designs
Indiana
$1.69M +$374K +3,456 +28%
BHWM
322
Bar Harbor Wealth Management
New Hampshire
$1.68M -$95.1K -879 -5%
IA
323
IFP Advisors
Florida
$1.68M +$216K +1,985 +15%
MFG
324
MidWestOne Financial Group
Iowa
$1.67M -$154K -1,424 -8%
PCA
325
Pallas Capital Advisors
Massachusetts
$1.64M -$586K -5,435 -26%