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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 %
LTI
401
Laffer Tengler Investments
Tennessee
$994K -$89.1K -829 -8%
SFG
402
Summit Financial Group
West Virginia
$971K +$8.05K +75 +0.8%
FA
403
FC Advisory
Pennsylvania
$959K +$23K +214 +2%
CWG
404
Crown Wealth Group
North Carolina
$950K +$950K +8,844 New
CIM
405
CIM Investment Management
Pennsylvania
$939K -$1.81M -16,835 -66%
CIAS
406
Capital Investment Advisory Services
North Carolina
$938K -$101K -940 -10%
I
407
INVST
Indiana
$930K +$37K +357 +4%
MG
408
Mather Group
Illinois
$927K +$927K +8,627 New
OPA
409
Old Port Advisors
Maine
$925K -$79.5K -746 -8%
VCA
410
Verdence Capital Advisors
Maryland
$924K +$19.9K +185 +2%
DG
411
DMC Group
Alabama
$920K +$920K +8,719 New
BFA
412
BMS Financial Advisors
South Dakota
$905K +$905K +8,428 New
CC
413
Cypress Capital
Tennessee
$884K -$3.33K -31 -0.4%
MA
414
MUFG Americas
New York
$884K +$38.6K +359 +5%
BAM
415
BTS Asset Management
Massachusetts
$883K +$173K +1,611 +24%
FAG
416
Financial Advisory Group
Texas
$876K +$329K +3,060 +60%
Lido Advisors
417
Lido Advisors
California
$873K -$288K -2,681 -25%
B
418
Barings
North Carolina
$870K
SMG
419
Spectrum Management Group
Indiana
$869K +$21.1K +196 +2%
KFSC
420
Keystone Financial Services (Colorado)
Colorado
$867K +$867K +8,076 New
FAM
421
Frontier Asset Management
Wyoming
$834K +$834K +7,767 New
TC
422
Telemus Capital
Michigan
$830K -$17.1K -159 -2%
SPI
423
Sutton Place Investors
New York
$826K +$826K +7,688 New
OBWG
424
Onyx Bridge Wealth Group
New York
$824K +$82.1K +767 +11%
MC
425
Moors & Cabot
Massachusetts
$801K +$48.6K +453 +6%