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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 %
RWM
526
Rezny Wealth Management
Florida
$313K
RWB
527
RMR Wealth Builders
New Jersey
$313K +$313K +2,899 New
DWMG
528
DB Wealth Management Group
California
$304K -$398K -3,676 -57%
PWPCM
529
Perella Weinberg Partners Capital Management
New York
$300K -$4.34M -40,186 -94%
WP
530
WealthPLAN Partners
Nebraska
$300K -$78.3K -731 -21%
MSL
531
Mackay Shields LLC
New York
$296K +$296K +2,737 New
OWA
532
Outlook Wealth Advisors
Texas
$284K -$26.6K -246 -9%
KFGK
533
Keystone Financial Group (Kentucky)
Kentucky
$282K -$6.81K -63 -2%
LWA
534
Lenox Wealth Advisors
New York
$282K -$6.49K -60 -2%
TA
535
TruWealth Advisors
Louisiana
$280K
PWMG
536
Prestige Wealth Management Group
New Jersey
$276K +$86.6K +800 +46%
RPG
537
Resource Planning Group
Georgia
$272K +$7.02K +65 +3%
SAM
538
Strategic Asset Management
Minnesota
$271K +$271K +2,513 New
EBT
539
Enterprise Bank & Trust
Massachusetts
$269K
APA
540
American Portfolios Advisors
New York
$268K +$14.4K +133 +6%
TC
541
Truvestments Capital
Florida
$265K -$122K -1,127 -31%
FFA
542
Founders Financial Alliance
North Carolina
$265K +$16K +148 +6%
WWM
543
WT Wealth Management
Arizona
$263K -$5.2K -48 -2%
KPWS
544
Kestra Private Wealth Services
Texas
$262K +$262K +2,420 New
LSPW
545
Lake Street Private Wealth
Illinois
$258K
NAMM
546
NorthStar Asset Management (Massachusetts)
Massachusetts
$256K +$256K +2,370 New
TA
547
TrueWealth Advisors
Alabama
$247K +$43.2K +399 +21%
SIM
548
Sonora Investment Management
Arizona
$246K +$246K +2,279 New
PFS
549
Prospera Financial Services
Texas
$242K
SL
550
SWMG LLC
Texas
$242K +$242K +2,235 New