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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 %
CFD
326
Creative Financial Designs
Indiana
$1.66M -$14.3K -133 -0.9%
BOTW
327
Bank of the West
California
$1.65M +$200K +1,863 +14%
VFA
328
Values First Advisors
Tennessee
$1.65M +$256K +2,383 +18%
RJT
329
Raymond James Trust
Florida
$1.64M +$64.9K +604 +4%
WA
330
WBH Advisory
Maryland
$1.63M +$1.63M +15,159 New
CB
331
Commerce Bank
Missouri
$1.62M -$5.69K -53 -0.3%
FC
332
FCA Corp
Texas
$1.59M -$785K -7,309 -33%
AP
333
Americana Partners
Texas
$1.58M +$1.03M +9,596 +187%
SPAS
334
Spectrum Planning & Advisory Services
California
$1.57M -$1.88M -17,530 -54%
PWM
335
Perigon Wealth Management
California
$1.56M +$117K +1,086 +8%
SB
336
Strategic Blueprint
Georgia
$1.56M +$131K +1,222 +9%
PPP
337
Private Portfolio Partners
New Jersey
$1.56M -$142K -1,324 -8%
WI
338
WBI Investments
New Jersey
$1.54M +$389K +3,669 +34%
WCM
339
Wealthcare Capital Management
Virginia
$1.51M +$113K +1,054 +8%
SFA
340
Source Financial Advisors
New York
$1.49M -$46.2K -430 -3%
RA
341
RFG Advisory
Alabama
$1.48M -$999K -9,297 -40%
JCM
342
Jacobi Capital Management
Pennsylvania
$1.48M +$4.73K +44 +0.3%
SF
343
Synovus Financial
Georgia
$1.48M -$97.7K -910 -6%
HI
344
Harbour Investments
Wisconsin
$1.46M -$1.29M -12,030 -47%
RHBC
345
R.H. Bluestein & Co
Michigan
$1.46M +$7.2K +67 +0.5%
RTS
346
Round Table Services
New Jersey
$1.46M -$15.7K -146 -1%
PJSIMP
347
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.46M -$80.9K -764 -5%
FTS
348
Fifth Third Securities
Ohio
$1.45M -$468K -4,355 -24%
WFA
349
Wells Financial Advisors
Massachusetts
$1.44M +$1.44M +13,440 New
Koshinski Asset Management
350
Koshinski Asset Management
Illinois
$1.43M -$46.3K -431 -3%