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iShares MBS ETF

572 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2020 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 269 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+29
Holders Change %
+5.34%
% of All Funds
11.57%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.27%
New
83
Increased
269
Reduced
153
Closed
50
Calls
$4.31M
Puts
$114M
Net Calls
-$110M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
476
Duncker Streett & Co
Missouri
$141K +$4.62K +42 +3%
BAM
477
Barrett Asset Management
New York
$138K +$33.1K +300 +32%
WT
478
Whittier Trust
California
$130K -$55K -497 -30%
OC
479
Oakworth Capital
Alabama
$129K
LWM
480
Liberty Wealth Management
California
$128K +$552 +5 +0.4%
DI
481
Disciplined Investments
Oklahoma
$118K
EIP
482
Ellis Investment Partners
Pennsylvania
$114K +$7.83K +71 +7%
FFA
483
Founders Financial Alliance
North Carolina
$97K +$97K +882 New
RFA
484
Reilly Financial Advisors
California
$96K +$27.7K +250 +40%
LWA
485
Lowe Wealth Advisors
Maryland
$95K +$11K +100 +13%
AII
486
AGF Investments Inc
Ontario, Canada
$95K +$18.9K +172 +25%
GCM
487
Gables Capital Management
Florida
$88K
WP
488
WealthShield Partners
North Carolina
$87K -$24.4K -220 -22%
KCM
489
Kathmere Capital Management
Pennsylvania
$80K +$80K +729 New
MWP
490
Meridian Wealth Partners
Pennsylvania
$78K
LS
491
Leelyn Smith
Illinois
$77K -$4.99K -45 -6%
CFA
492
Carroll Financial Associates
North Carolina
$75K +$30.2K +275 +67%
CAL
493
Capital Advisors Ltd
Ohio
$72K
HWA
494
HCR Wealth Advisors
California
$62K
SSB
495
Sandy Spring Bank
Maryland
$60K
AWM
496
AllSquare Wealth Management
New York
$60K
AIP
497
Ameritas Investment Partners
Nebraska
$57K +$57K +519 New
AF
498
Advisornet Financial
Minnesota
$54K -$88.9K -800 -62%
PB
499
Pinnacle Bancorp
Nebraska
$54K +$3.96K +36 +8%
CFFP
500
Center for Financial Planning
Michigan
$53K