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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 %
TA
526
TruWealth Advisors
Louisiana
$281K
BAM
527
Barrett Asset Management
New York
$276K +$54.1K +500 +24%
W
528
WealthOne
New York
$269K -$108K -999 -29%
EBT
529
Enterprise Bank & Trust
Massachusetts
$269K
WWM
530
WT Wealth Management
Arizona
$268K -$12.8K -118 -5%
RPG
531
Resource Planning Group
Georgia
$265K +$265K +2,453 New
WHG
532
Westwood Holdings Group
Texas
$260K -$10K -93 -4%
FWIA
533
Fort Washington Investment Advisors
Ohio
$260K
LSPW
534
Lake Street Private Wealth
Illinois
$257K -$12.8K -119 -5%
APA
535
American Portfolios Advisors
New York
$254K -$101K -934 -28%
CG
536
Colony Group
Massachusetts
$253K +$253K +2,335 New
SXL
537
Summit X LLC
Missouri
$250K -$65.3K -598 -21%
FFA
538
Founders Financial Alliance
North Carolina
$250K -$17.7K -163 -7%
FG
539
Fiduciary Group
Georgia
$250K -$10.6K -98 -4%
MSFS
540
Main Street Financial Solutions
Pennsylvania
$249K +$17.1K +158 +7%
LA
541
LexAurum Advisors
Kansas
$247K -$59.9K -554 -20%
RIA
542
Realta Investment Advisors
Delaware
$243K +$34K +314 +16%
PFS
543
Prospera Financial Services
Texas
$242K +$40.2K +371 +20%
KWA
544
KCS Wealth Advisory
California
$241K -$75.3K -695 -24%
SFG
545
SevenBridge Financial Group
Pennsylvania
$239K +$976 +9 +0.4%
CC
546
Claybrook Capital
Massachusetts
$239K +$239K +2,205 New
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$238K -$2.3M -21,290 -91%
SCA
548
Stonebridge Capital Advisors
Minnesota
$232K +$116K +1,070 +100%
WIC
549
Whitegate Investment Counselors
New Hampshire
$229K
PFA
550
Pinnacle Family Advisors
Missouri
$226K +$1.19K +11 +0.5%