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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 %
OIA
351
OneDigital Investment Advisors
Kansas
$1.43M -$96K -894 -6%
AWM
352
Alterna Wealth Management
Texas
$1.41M +$1.41M +13,165 New
CIAS
353
CFS Investment Advisory Services
New Jersey
$1.41M -$7.07M -66,714 -83%
LHC
354
Little House Capital
Massachusetts
$1.4M +$20.2K +188 +1%
AL
355
ADE LLC
Maryland
$1.4M +$690K +6,404 +98%
CWS
356
Cypress Wealth Services
California
$1.39M +$108K +1,002 +8%
CAM
357
Concorde Asset Management
Michigan
$1.36M -$42.6K -396 -3%
IFS
358
Ifrah Financial Services
Arkansas
$1.36M -$1.83M -17,062 -57%
TI
359
tru Independence
Oregon
$1.36M -$27.9K -260 -2%
EA
360
Emerald Advisors
Washington
$1.35M +$411K +3,829 +44%
MFG
361
MidWestOne Financial Group
Iowa
$1.35M -$310K -2,888 -19%
Federated Hermes
362
Federated Hermes
Pennsylvania
$1.34M +$1.34M +12,510 New
CA
363
Cetera Advisors
Colorado
$1.34M -$131K -1,219 -9%
FNC
364
First National Corp
Massachusetts
$1.33M +$275K +2,558 +26%
MAM
365
MMA Asset Management
Pennsylvania
$1.31M +$3.01K +28 +0.2%
RIA
366
Regal Investment Advisors
Michigan
$1.31M +$187K +1,740 +17%
TFA
367
Teamwork Financial Advisors
Texas
$1.3M -$197K -1,834 -13%
PG
368
Patten Group
Tennessee
$1.3M -$97.9K -911 -7%
WP
369
WealthShield Partners
North Carolina
$1.3M -$64.8K -603 -5%
GFPC
370
Global Financial Private Client
Florida
$1.29M -$62.7K -584 -5%
SPC
371
Sigma Planning Corp
Michigan
$1.28M -$54.4K -506 -4%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$1.25M -$595K -5,541 -32%
KWS
373
Keystone Wealth Services
California
$1.24M +$1.24M +11,576 New
DWT
374
Dorsey & Whitney Trust
South Dakota
$1.24M +$53.7K +500 +5%
IDBONY
375
Israel Discount Bank of New York
New York
$1.23M +$493K +4,589 +67%