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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 %
WS
401
Wedbush Securities
California
$903K -$38.4K -355 -4%
SB
402
Strategic Blueprint
Georgia
$896K -$32K -296 -3%
TC
403
Telemus Capital
Michigan
$885K -$43.5K -402 -5%
AFA
404
American Financial Advisors
Georgia
$884K -$182K -1,686 -17%
FIA
405
Foundations Investment Advisors
Arizona
$883K +$165K +1,519 +23%
BAM
406
Belpointe Asset Management
Nevada
$879K -$418K -3,862 -32%
BAM
407
BTS Asset Management
Massachusetts
$870K +$870K +8,048 New
SMG
408
Spectrum Management Group
Indiana
$869K -$13.4K -124 -2%
SFG
409
Summit Financial Group
West Virginia
$866K +$339K +3,135 +64%
WI
410
Wintrust Investments
Illinois
$855K +$59.8K +552 +8%
MA
411
MUFG Americas
New York
$852K -$364K -3,361 -30%
OWA
412
One Wealth Advisors
California
$847K +$330K +3,045 +64%
VCA
413
Verdence Capital Advisors
Maryland
$834K +$145K +1,335 +21%
MAM
414
Meeder Asset Management
Ohio
$833K +$22.5K +208 +3%
BEI
415
Benjamin Edwards Inc
Missouri
$829K +$64.8K +599 +8%
1WA
416
180 Wealth Advisors
Washington
$817K -$47.9K -442 -6%
GIA
417
Gladstone Institutional Advisory
Florida
$794K +$21K +194 +3%
MC
418
Moors & Cabot
Massachusetts
$772K +$417K +3,849 +117%
FT
419
Fiduciary Trust
Massachusetts
$757K +$551K +5,097 +268%
I
420
INVST
Indiana
$752K +$133K +1,228 +22%
ACP
421
Aveo Capital Partners
Colorado
$742K -$5.19K -48 -0.7%
WI
422
WBI Investments
New Jersey
$739K +$169K +1,566 +30%
MRC
423
Millburn Ridgefield Corp
New York
$720K +$380K +3,511 +112%
DWMG
424
DB Wealth Management Group
California
$702K -$534K -4,928 -43%
RPWA
425
Regent Peak Wealth Advisors
Georgia
$684K -$217K -1,994 -24%