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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 %
ACI
476
Alpha Cubed Investments
California
$421K -$4.58M -42,306 -92%
SAM
477
Summit Asset Management
Tennessee
$415K -$143K -1,319 -26%
KA
478
Kovack Advisors
Florida
$414K -$30.4K -281 -7%
SFP
479
Shepherd Financial Partners
Massachusetts
$412K -$379K -3,503 -48%
FHC
480
First Heartland Consultants
Missouri
$412K -$93.1K -860 -18%
WIA
481
World Investment Advisors
California
$402K -$2.6K -24 -0.6%
TIAM2
482
Tru Independence Asset Management 2
Oregon
$399K -$151K -1,400 -27%
BF
483
Blankinship & Foster
California
$398K
LA
484
LVW Advisors
New York
$393K
DC
485
Davenport & Co
Virginia
$392K -$254K -2,344 -39%
TC
486
Truvestments Capital
Florida
$387K -$44.1K -408 -10%
WP
487
WealthPLAN Partners
Nebraska
$383K +$383K +3,530 New
HAS
488
HBW Advisory Services
California
$373K -$48.7K -450 -12%
LFAS
489
Level Four Advisory Services
Texas
$371K -$14.4K -133 -4%
OWP
490
Obermeyer Wealth Partners
Colorado
$369K
GPA
491
Guidance Point Advisors
Massachusetts
$366K -$75.8K -701 -17%
NDSI
492
Newman Dignan & Sheerar Inc
Rhode Island
$365K +$1.08K +10 +0.3%
JAG
493
Journey Advisory Group
Kentucky
$364K
TWM
494
TMD Wealth Management
Arizona
$359K
Principal Financial Group
495
Principal Financial Group
Iowa
$356K -$87.3K -807 -20%
SHIM
496
Stone House Investment Management
Pennsylvania
$350K -$4.98M -46,017 -93%
FWP
497
Firethorn Wealth Partners
Georgia
$349K -$117K -1,080 -25%
IP
498
Intellectus Partners
California
$348K -$77.4K -714 -18%
WF
499
Welch & Forbes
Massachusetts
$343K
ATC
500
Argent Trust Co
Tennessee
$342K