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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 %
SFP
476
Shepherd Financial Partners
Massachusetts
$450K +$37.3K +344 +9%
WIA
477
World Investment Advisors
California
$450K +$48.2K +446 +12%
AWA
478
Arete Wealth Advisors
Illinois
$446K +$120K +1,112 +37%
Barclays
479
Barclays
United Kingdom
$442K -$101M -935,966 -100%
CWM
480
Cornerstone Wealth Management
Missouri
$437K -$5.08K -47 -1%
TIAM2
481
Tru Independence Asset Management 2
Oregon
$428K +$29K +268 +7%
NEPWA
482
New England Private Wealth Advisors
Massachusetts
$425K
ACI
483
Alpha Cubed Investments
California
$424K +$2.81K +26 +0.7%
ATC
484
Argent Trust Co
Tennessee
$424K +$82.2K +761 +24%
MSWMA
485
Market Street Wealth Management Advisors
Indiana
$421K +$80.3K +742 +24%
VHAM
486
Van Hulzen Asset Management
California
$416K -$29.7K -274 -7%
FA
487
Flagstar Advisors
New York
$416K +$416K +3,843 New
SAM
488
Summit Asset Management
Tennessee
$415K
BFA
489
Beacon Financial Advisory
Ohio
$414K +$414K +3,824 New
KFS
490
Kelly Financial Services
Massachusetts
$407K -$28.3M -261,330 -99%
SXL
491
Summit X LLC
Missouri
$403K +$157K +1,455 +64%
BF
492
Blankinship & Foster
California
$398K
Millennium Management
493
Millennium Management
New York
$393K -$5.18M -47,939 -93%
LA
494
LVW Advisors
New York
$392K
KA
495
Kovack Advisors
Florida
$389K -$24.1K -223 -6%
EWA
496
EP Wealth Advisors
California
$388K +$388K +3,584 New
USCWA
497
U.S. Capital Wealth Advisors
Texas
$387K +$387K +3,582 New
SCM
498
Symons Capital Management
Pennsylvania
$385K +$385K +3,559 New
HAS
499
HBW Advisory Services
California
$384K +$11.4K +105 +3%
TWM
500
Trinity Wealth Management
Pennsylvania
$377K +$377K +3,483 New