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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 %
OIA
326
OneDigital Investment Advisors
Kansas
$1.6M +$168K +1,554 +12%
PJSIMP
327
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.59M -$60.5K -557 -4%
BHWM
328
Bay Harbor Wealth Management
Maryland
$1.59M +$42.1K +389 +3%
SPAS
329
Spectrum Planning & Advisory Services
California
$1.57M -$45.6K -421 -3%
SF
330
Synovus Financial
Georgia
$1.56M +$710K +6,565 +84%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$1.55M -$272K -2,515 -15%
RJT
332
Raymond James Trust
Florida
$1.54M -$227K -2,101 -13%
JWCA
333
J.W. Cole Advisors
Florida
$1.54M -$59.7K -552 -4%
SFA
334
Source Financial Advisors
New York
$1.54M -$3.09M -28,500 -67%
PPP
335
Private Portfolio Partners
New Jersey
$1.53M +$86.4K +798 +6%
FWM
336
Frontier Wealth Management
Missouri
$1.52M -$98.5K -910 -6%
PG
337
Patten Group
Tennessee
$1.5M -$34.4K -318 -2%
PWM
338
PRW Wealth Management
Massachusetts
$1.5M +$1.5M +13,823 New
RHBC
339
R.H. Bluestein & Co
Michigan
$1.49M -$108K -994 -7%
CC
340
Cedar Capital
Illinois
$1.48M -$104K -959 -7%
TFA
341
Teamwork Financial Advisors
Texas
$1.48M +$514K +4,747 +53%
IA
342
IFP Advisors
Florida
$1.46M -$110K -1,010 -7%
SI
343
Stephens Inc
Arkansas
$1.46M +$318K +2,935 +28%
TF
344
TIAA FSB
Florida
$1.46M +$178K +1,650 +14%
LWM
345
Liberty Wealth Management
California
$1.46M -$473K -4,367 -25%
IWM
346
IHT Wealth Management
Illinois
$1.45M -$68.9K -637 -5%
TCWA
347
Ten Capital Wealth Advisors
Washington
$1.44M +$405K +3,746 +39%
Susquehanna International Group
348
Susquehanna International Group
Pennsylvania
$1.44M -$860K -7,948 -37%
TI
349
tru Independence
Oregon
$1.43M +$264K +2,436 +23%
SPC
350
Sigma Planning Corp
Michigan
$1.42M -$248K -2,292 -15%