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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 %
CA
351
Cetera Advisors
Colorado
$1.42M -$69.7K -644 -5%
JCM
352
Jacobi Capital Management
Pennsylvania
$1.41M +$116K +1,072 +9%
LHC
353
Little House Capital
Massachusetts
$1.4M +$1.4M +12,905 New
BA
354
Ballew Advisors
Mississippi
$1.38M -$3.31M -30,635 -71%
SWM
355
SigFig Wealth Management
California
$1.38M +$318K +2,936 +30%
WFA
356
Wellspring Financial Advisors
Ohio
$1.38M +$1.38M +12,773 New
BOTW
357
Bank of the West
California
$1.38M +$133K +1,229 +11%
Comerica Bank
358
Comerica Bank
Texas
$1.37M -$13.6K -125 -1%
HWMA
359
Heritage Wealth Management (Arizona)
Arizona
$1.35M -$273K -2,524 -17%
MAM
360
MMA Asset Management
Pennsylvania
$1.35M -$1.05M -9,663 -44%
GFPC
361
Global Financial Private Client
Florida
$1.35M +$203K +1,883 +18%
WCM
362
Wealthcare Capital Management
Virginia
$1.34M +$29.8K +275 +2%
Mariner
363
Mariner
Kansas
$1.34M -$227K -2,099 -15%
CWS
364
Cypress Wealth Services
California
$1.33M -$1.46M -13,460 -52%
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$1.32M -$1.79M -16,515 -58%
NW
366
NewEdge Wealth
Pennsylvania
$1.32M -$408K -3,771 -24%
CFD
367
Creative Financial Designs
Indiana
$1.31M +$122K +1,132 +10%
FSA
368
Financial Sense Advisors
California
$1.29M +$76.6K +708 +6%
Lido Advisors
369
Lido Advisors
California
$1.28M +$157K +1,453 +14%
RWMH
370
Riverpoint Wealth Management Holdings
Illinois
$1.28M +$40.3K +372 +3%
LTI
371
Laffer Tengler Investments
Tennessee
$1.26M +$35.7K +330 +3%
NFG
372
Next Financial Group
Texas
$1.26M -$702K -6,485 -36%
VFA
373
Values First Advisors
Tennessee
$1.24M +$58.6K +541 +5%
CAM
374
Concorde Asset Management
Michigan
$1.23M -$313K -2,894 -20%
BIA
375
Bigelow Investment Advisors
Maine
$1.2M