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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 %
WI
476
Wintrust Investments
Illinois
$505K -$113K -1,050 -18%
HL
477
HeadInvest LLC
Maine
$502K -$53.7K -500 -10%
OAP
478
One Advisory Partners
Kansas
$501K -$27.6K -257 -5%
IAS
479
IMA Advisory Services
Colorado
$496K
4WM
480
4J Wealth Management
Virginia
$488K -$18.5K -172 -4%
IFG
481
Investors Financial Group
Minnesota
$485K +$5.91K +55 +1%
ACM
482
Anfield Capital Management
California
$481K -$3.16M -29,442 -87%
I2I
483
Insight 2811 Inc
Illinois
$478K +$15.2K +141 +3%
SFP
484
Shepherd Financial Partners
Massachusetts
$477K +$29.5K +274 +7%
VCM
485
Virtue Capital Management
Tennessee
$476K +$114K +1,061 +31%
T
486
TRUADVICE
Florida
$474K +$270K +2,570 +132%
NAM
487
NTV Asset Management
West Virginia
$473K -$62.8K -584 -12%
LWM
488
Laidlaw Wealth Management
New York
$465K +$465K +4,329 New
FWP
489
Firethorn Wealth Partners
Georgia
$465K +$465K +4,331 New
CWM
490
Chesapeake Wealth Management
Virginia
$463K
CG
491
Colony Group
Massachusetts
$453K +$453K +4,220 New
AWM
492
Apollon Wealth Management
South Carolina
$449K +$449K +4,178 New
ATC
493
Argent Trust Co
Tennessee
$448K +$26.6K +248 +6%
AWA
494
Arete Wealth Advisors
Illinois
$446K +$4.92K +46 +1%
AR
495
Apeiron RIA
Texas
$446K +$446K +4,147 New
FIBT
496
First International Bank & Trust
North Dakota
$442K +$442K +4,111 New
FW
497
FirstPurpose Wealth
Utah
$441K +$441K +4,106 New
GWM
498
GDS Wealth Management
Texas
$434K +$434K +4,039 New
NEPWA
499
New England Private Wealth Advisors
Massachusetts
$422K
ACI
500
Alpha Cubed Investments
California
$421K +$215 +2 +0.1%