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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 %
BAM
426
BTS Asset Management
Massachusetts
$715K -$155K -1,436 -18%
AL
427
ADE LLC
Maryland
$708K +$51.1K +472 +8%
PFG
428
Pacific Financial Group
Washington
$691K +$54.7K +506 +9%
RPWA
429
Regent Peak Wealth Advisors
Georgia
$681K
ERIM
430
Eagle Ridge Investment Management
Connecticut
$679K -$108 -1 -0%
LSA
431
Lion Street Advisors
Texas
$669K +$669K +6,183 New
MSFS
432
Main Street Financial Solutions
Pennsylvania
$652K +$404K +3,736 +163%
MYIA
433
Mount Yale Investment Advisors
Colorado
$642K +$89.9K +832 +16%
CAN
434
Claraphi Advisory Network
United States
$639K -$11.8K -109 -2%
CC
435
Courier Capital
New York
$638K
IWM
436
IHT Wealth Management
Illinois
$632K -$813K -7,522 -56%
ACP
437
Aveo Capital Partners
Colorado
$629K -$113K -1,042 -15%
WI
438
Wintrust Investments
Illinois
$622K -$233K -2,149 -27%
SIM
439
Stratos Investment Management
Ohio
$621K +$621K +5,738 New
TC
440
Trilogy Capital
California
$618K +$6.06K +56 +1%
CCM
441
Covington Capital Management
California
$603K
CCA
442
Catalyst Capital Advisors
New York
$603K +$109K +1,010 +22%
CWM
443
Cahaba Wealth Management
Georgia
$593K +$864 +8 +0.1%
BA
444
Bellwether Advisors
Nebraska
$590K
VC
445
Veracity Capital
Georgia
$584K +$67.2K +621 +13%
DIA
446
Dana Investment Advisors
Wisconsin
$580K +$34.5K +319 +6%
SP
447
Successful Portfolios
Florida
$566K -$1.62K -15 -0.3%
Loomis, Sayles & Company
448
Loomis, Sayles & Company
Massachusetts
$566K +$566K +5,231 New
William Blair & Company
449
William Blair & Company
Illinois
$565K -$421K -3,891 -43%
HL
450
HeadInvest LLC
Maine
$559K -$64.9K -600 -10%