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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 %
CB
326
Commerce Bank
Missouri
$1.64M -$67.7K -626 -4%
Invesco
327
Invesco
Georgia
$1.61M -$2.18M -20,166 -58%
SWM
328
SigFig Wealth Management
California
$1.6M +$221K +2,044 +16%
OC
329
Oppenheimer & Co
New York
$1.59M -$206K -1,908 -12%
RJT
330
Raymond James Trust
Florida
$1.59M +$42.6K +394 +3%
SF
331
Synovus Financial
Georgia
$1.58M +$28.3K +262 +2%
PJSIMP
332
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.57M -$12.8K -119 -0.8%
SFA
333
Source Financial Advisors
New York
$1.55M +$12.1K +112 +0.8%
OIA
334
OneDigital Investment Advisors
Kansas
$1.53M -$61.3K -567 -4%
TFA
335
Teamwork Financial Advisors
Texas
$1.51M +$30K +277 +2%
CC
336
Cedar Capital
Illinois
$1.5M +$23.9K +221 +2%
FWM
337
Frontier Wealth Management
Missouri
$1.49M -$26.7K -247 -2%
RTS
338
Round Table Services
New Jersey
$1.49M +$490K +4,528 +49%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$1.49M -$59.3K -548 -4%
JCM
340
Jacobi Capital Management
Pennsylvania
$1.49M +$72.3K +669 +5%
CA
341
Cetera Advisors
Colorado
$1.48M +$62.1K +574 +4%
RHBC
342
R.H. Bluestein & Co
Michigan
$1.47M -$26.7K -247 -2%
TCMP
343
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.46M -$163K -1,507 -10%
BOTW
344
Bank of the West
California
$1.46M +$84K +777 +6%
PWM
345
Perigon Wealth Management
California
$1.46M +$286K +2,650 +25%
BAM
346
Belpointe Asset Management
Nevada
$1.45M +$576K +5,330 +66%
FNB
347
Farmers National Bank
Kentucky
$1.44M +$1.44M +13,120 New
SB
348
Strategic Blueprint
Georgia
$1.44M +$545K +5,036 +61%
CAM
349
Concorde Asset Management
Michigan
$1.41M +$188K +1,738 +15%
VFA
350
Values First Advisors
Tennessee
$1.41M +$166K +1,539 +13%