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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 %
MSWMA
501
Market Street Wealth Management Advisors
Indiana
$341K +$84.2K +778 +33%
WA
502
Winfield Associates
Ohio
$340K -$395K -3,650 -54%
LPIC
503
LeJeune Puetz Investment Counsel
Michigan
$336K
CAM
504
Cidel Asset Management
Ontario, Canada
$331K -$282K
CAS
505
Cascadia Advisory Services
Oregon
$328K -$89.5K -828 -21%
VWA
506
Visionary Wealth Advisors
Illinois
$326K +$32.7K +302 +11%
AWA
507
Arete Wealth Advisors
Illinois
$325K +$30.4K +282 +10%
LW
508
Linscomb Wealth
Texas
$321K -$24.4K -226 -7%
BWM
509
Bulltick Wealth Management
Florida
$320K +$320K +2,957 New
PFA
510
Pure Financial Advisors
California
$319K -$59.8K -553 -16%
RWM
511
Rezny Wealth Management
Florida
$313K
OWA
512
Outlook Wealth Advisors
Texas
$311K -$104K -959 -25%
CCA
513
Clearwater Capital Advisors
Illinois
$301K -$36.3M -335,564 -99%
AF
514
Advisornet Financial
Minnesota
$299K -$775K -7,153 -72%
HS
515
Horan Securities
United States
$296K -$12.6K -117 -4%
DWP
516
Destiny Wealth Partners
Florida
$289K
LWA
517
Lenox Wealth Advisors
New York
$289K +$1.08K +10 +0.4%
KFGK
518
Keystone Financial Group (Kentucky)
Kentucky
$289K +$6.81K +63 +2%
M&T Bank
519
M&T Bank
New York
$287K -$42.5K -393 -13%
CBFP
520
Cedar Brook Financial Partners
Ohio
$287K -$40.8K -377 -12%
WDC
521
Woodward Diversified Capital
California
$287K -$4.76K -44 -2%
IF
522
Intrua Financial
Texas
$286K +$48K +443 +20%
BPA
523
Beacon Pointe Advisors
California
$286K +$84K +776 +42%
VWA
524
V Wealth Advisors
Kansas
$285K +$285K +2,634 New
PCA
525
Personal Capital Advisors
California
$284K +$72.3K +668 +34%