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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 %
WI
376
WBI Investments
New Jersey
$1.16M +$429K +4,016 +59%
CST
377
Charles Schwab Trust
Nevada
$1.15M +$179K +1,657 +18%
RIA
378
Regal Investment Advisors
Michigan
$1.14M +$82K +758 +8%
Comerica Bank
379
Comerica Bank
Texas
$1.13M -$229K -2,127 -17%
CAM
380
Cresset Asset Management
Illinois
$1.13M +$24K +222 +2%
HFS
381
Haverford Financial Services
Pennsylvania
$1.11M +$18.3K +169 +2%
LTI
382
Laffer Tengler Investments
Tennessee
$1.09M -$169K -1,561 -13%
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$1.08M +$477K +4,415 +79%
AFS
384
Annapolis Financial Services
Maryland
$1.08M
FNBOSM
385
First National Bank of South Miami
Florida
$1.08M -$37.3K -345 -3%
FNC
386
First National Corp
Massachusetts
$1.07M -$614K -5,672 -37%
LA
387
Latitude Advisors
Florida
$1.06M +$576K +5,327 +118%
MAM
388
Meeder Asset Management
Ohio
$1.06M +$227K +2,104 +27%
WFA
389
Wellspring Financial Advisors
Ohio
$1.06M -$324K -2,992 -23%
CIAS
390
Capital Investment Advisory Services
North Carolina
$1.05M +$74.6K +690 +8%
WS
391
Wedbush Securities
California
$1.04M +$142K +1,316 +16%
FWM
392
Focused Wealth Management
New York
$1.03M +$2.38K +22 +0.2%
RW
393
Rede Wealth
Virginia
$1.02M +$28.3K +262 +3%
SLWA
394
San Luis Wealth Advisors
California
$1.02M +$1.02M +9,459 New
OPA
395
Old Port Advisors
Maine
$1.02M +$20K +185 +2%
GVAG
396
Great Valley Advisor Group
Delaware
$1.01M -$20.2K -187 -2%
CAG
397
Csenge Advisory Group
Florida
$991K -$18.8K -174 -2%
BEI
398
Benjamin Edwards Inc
Missouri
$980K +$151K +1,400 +18%
CWM
399
Cedar Wealth Management
California
$975K +$19.3K +178 +2%
SFG
400
Summit Financial Group
West Virginia
$970K +$105K +970 +12%