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iShares MBS ETF

693 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+5
Holders Change %
+0.73%
% of All Funds
12.2%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
81
Increased
303
Reduced
227
Closed
66
Calls
$1.32M
Puts
$7.45M
Net Calls
-$6.13M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
401
Strategic Blueprint
Georgia
$929K -$59.2K -546 -6%
TC
402
Telemus Capital
Michigan
$928K -$71.5K -661 -7%
RPWA
403
Regent Peak Wealth Advisors
Georgia
$898K -$18.2K -168 -2%
SMG
404
Spectrum Management Group
Indiana
$884K -$2.82M -26,058 -76%
LCH
405
Lee Capital Holdings
New York
$872K +$872K +8,040 New
CWM
406
Cornerstone Wealth Management
Missouri
$869K -$594K -5,479 -41%
1WA
407
180 Wealth Advisors
Washington
$866K -$188K -1,737 -18%
SF
408
Synovus Financial
Georgia
$847K -$10.9M -100,456 -93%
SIA
409
Strategic Investment Advisors
Michigan
$843K -$570K -5,259 -40%
FIM
410
Freedom Investment Management
Connecticut
$842K +$62.8K +580 +8%
CC
411
Cypress Capital
Tennessee
$841K -$24.8K -229 -3%
FAIM
412
Financial Advocates Investment Management
Washington
$833K +$595K +5,491 +251%
CS
413
Credit Suisse
Switzerland
$832K -$29.4M -271,195 -97%
MAM
414
Meeder Asset Management
Ohio
$812K +$134K +1,239 +20%
Goldman Sachs
415
Goldman Sachs
New York
$798K -$5.63M -51,907 -88%
WI
416
Wintrust Investments
Illinois
$796K +$796K +7,344 New
SFP
417
Shepherd Financial Partners
Massachusetts
$793K -$148K -1,363 -16%
FNC
418
First National Corp
Massachusetts
$790K -$489K -4,512 -38%
AF
419
Allworth Financial
California
$781K +$73.3K +676 +10%
GIA
420
Gladstone Institutional Advisory
Florida
$774K +$517K +4,768 +201%
BEI
421
Benjamin Edwards Inc
Missouri
$766K +$282K +2,596 +58%
ACP
422
Aveo Capital Partners
Colorado
$749K +$749K +6,907 New
WA
423
Winfield Associates
Ohio
$736K
BTWM
424
Baker Tilly Wealth Management
Wisconsin
$734K +$194K +1,789 +36%
VHAM
425
Van Hulzen Asset Management
California
$727K +$241K +2,227 +50%