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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 %
RF
501
RHS Financial
California
$368K +$368K +3,399 New
NDSI
502
Newman Dignan & Sheerar Inc
Rhode Island
$365K +$649 +6 +0.2%
FCBT
503
First Citizens Bank & Trust
North Carolina
$365K +$365K +3,374 New
VCM
504
Virtue Capital Management
Tennessee
$365K +$365K +3,374 New
WANY
505
Wealthspire Advisors (New York)
New York
$365K +$365K +3,376 New
JAG
506
Journey Advisory Group
Kentucky
$363K
AFP
507
Ausdal Financial Partners
Iowa
$361K +$140K +1,294 +63%
DCM
508
Donaldson Capital Management
Indiana
$359K -$93K -859 -21%
TWM
509
TMD Wealth Management
Arizona
$359K
RFC
510
Regions Financial Corp
Alabama
$353K +$353K +3,263 New
SHIM
511
Stone House Investment Management
Pennsylvania
$350K
Jane Street
512
Jane Street
New York
$349K -$1.01B -9,302,909 -100%
IP
513
Intellectus Partners
California
$347K
WF
514
Welch & Forbes
Massachusetts
$343K
FAIM
515
Financial Advocates Investment Management
Washington
$341K -$703K -6,455 -67%
BWM
516
Bulltick Wealth Management
Florida
$340K +$20.3K +188 +6%
WA
517
Winfield Associates
Ohio
$340K
LPIC
518
LeJeune Puetz Investment Counsel
Michigan
$336K
BAM
519
Barrett Asset Management
New York
$335K +$59K +545 +21%
CAM
520
Cidel Asset Management
Ontario, Canada
$334K +$334K +3,088 New
FHC
521
First Heartland Consultants
Missouri
$331K -$81.1K -749 -20%
LW
522
Linscomb Wealth
Texas
$321K
IF
523
Intrua Financial
Texas
$321K +$36.1K +334 +13%
KWA
524
KCS Wealth Advisory
California
$319K +$78.6K +727 +33%
LNC
525
Lincoln National Corp
Pennsylvania
$317K +$317K +2,928 New