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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 %
PG
351
Patten Group
Tennessee
$1.41M -$88.7K -820 -6%
WCM
352
Wealthcare Capital Management
Virginia
$1.4M +$65.1K +602 +5%
DLHL
353
Donald L. Hagan LLC
Florida
$1.4M +$233K +2,150 +20%
TI
354
tru Independence
Oregon
$1.39M -$39.8K -368 -3%
LHC
355
Little House Capital
Massachusetts
$1.39M -$7.03K -65 -0.5%
WP
356
WealthShield Partners
North Carolina
$1.37M -$4.04M -37,371 -75%
GFPC
357
Global Financial Private Client
Florida
$1.36M +$14.6K +135 +1%
SPC
358
Sigma Planning Corp
Michigan
$1.34M -$70.4K -651 -5%
CCA
359
Cobblestone Capital Advisors
New York
$1.33M -$349K -3,225 -21%
Goldman Sachs
360
Goldman Sachs
New York
$1.32M -$78.6M -726,753 -98%
MAM
361
MMA Asset Management
Pennsylvania
$1.32M -$27.8K -257 -2%
HWMA
362
Heritage Wealth Management (Arizona)
Arizona
$1.29M -$57.1K -528 -4%
CWS
363
Cypress Wealth Services
California
$1.29M -$42K -388 -3%
BA
364
Ballew Advisors
Mississippi
$1.26M -$115K -1,067 -8%
SI
365
Stephens Inc
Arkansas
$1.26M -$202K -1,868 -14%
Kovitz Investment Group Partners
366
Kovitz Investment Group Partners
Illinois
$1.24M -$75.7K -700 -6%
NFG
367
Next Financial Group
Texas
$1.24M -$16K -148 -1%
FSA
368
Financial Sense Advisors
California
$1.23M -$60.6K -560 -5%
GIA
369
Gladstone Institutional Advisory
Florida
$1.22M +$431K +3,986 +54%
BF
370
BOK Financial
Oklahoma
$1.22M +$1.22M +11,265 New
Mariner
371
Mariner
Kansas
$1.22M -$118K -1,091 -9%
DWT
372
Dorsey & Whitney Trust
South Dakota
$1.19M +$530K +4,900 +80%
QCMNJ
373
Quantum Capital Management (New Jersey)
New Jersey
$1.19M +$8.76K +81 +0.7%
GIM
374
Goelzer Investment Management
Indiana
$1.17M +$1.17M +10,834 New
Lido Advisors
375
Lido Advisors
California
$1.17M -$108K -997 -8%