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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 %
WDC
551
Woodward Diversified Capital
California
$240K -$47.7K -440 -17%
Principal Financial Group
552
Principal Financial Group
Iowa
$238K -$118K -1,089 -33%
FG
553
Fiduciary Group
Georgia
$237K -$11.3K -105 -5%
WIC
554
Whitegate Investment Counselors
New Hampshire
$236K +$7.67K +71 +3%
RIA
555
Realta Investment Advisors
Delaware
$233K -$10.2K -94 -4%
SFG
556
SevenBridge Financial Group
Pennsylvania
$232K -$6.05K -56 -3%
AWM
557
Altium Wealth Management
New York
$229K +$11.7K +108 +5%
PFA
558
Pinnacle Family Advisors
Missouri
$226K +$972 +9 +0.4%
MGIA
559
Moneta Group Investment Advisors
Missouri
$226K +$10.2K +94 +5%
RA
560
Riversedge Advisors
Delaware
$225K +$225K +2,085 New
WWM
561
Wiser Wealth Management
Georgia
$223K +$223K +2,058 New
HCP
562
Hexagon Capital Partners
Arkansas
$222K +$47.2K +437 +27%
GWM
563
Greenwich Wealth Management
Connecticut
$221K -$4.33K -40 -2%
HIM
564
Hanlon Investment Management
New Jersey
$219K +$219K +2,022 New
DWP
565
Destiny Wealth Partners
Florida
$217K -$71.5K -662 -25%
RCM
566
Requisite Capital Management
Texas
$216K
CBFP
567
Cedar Brook Financial Partners
Ohio
$214K -$72.6K -671 -25%
SHGA
568
Sand Hill Global Advisors
California
$213K
SCP
569
Silverleafe Capital Partners
Tennessee
$213K
EWMCB
570
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$212K
T
571
TRUADVICE
Florida
$210K -$1.54M -14,257 -88%
TWM
572
Titus Wealth Management
California
$205K +$205K +1,885 New
BCA
573
Biltmore Capital Advisors
New Jersey
$203K +$203K +1,873 New
AWA
574
Artemis Wealth Advisors
New York
$202K +$541 +5 +0.3%
TFGT
575
TS Financial Group (TSFG)
Illinois
$197K