MBB icon

iShares MBS ETF

693 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+5
Holders Change %
+0.73%
% of All Funds
12.2%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
81
Increased
303
Reduced
227
Closed
66
Calls
$1.32M
Puts
$7.45M
Net Calls
-$6.13M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
576
Realta Investment Advisors
Delaware
$209K -$47.1K -435 -18%
AFP
577
Ausdal Financial Partners
Iowa
$209K +$209K +1,928 New
FT
578
Fiduciary Trust
Massachusetts
$206K +$206K +1,900 New
JCM
579
Jag Capital Management
Missouri
$205K -$3.69K -34 -2%
PFS
580
Prospera Financial Services
Texas
$202K -$54.3K -500 -21%
GGI
581
Godsey & Gibb Inc
Virginia
$200K
BPA
582
Beacon Pointe Advisors
California
$200K +$200K +1,867 New
TFGT
583
TS Financial Group (TSFG)
Illinois
$197K -$177K -1,638 -47%
AII
584
AGF Investments Inc
Ontario, Canada
$194K +$38.7K +357 +25%
PCIA
585
Prime Capital Investment Advisors
Kansas
$183K -$58K -535 -24%
Loomis, Sayles & Company
586
Loomis, Sayles & Company
Massachusetts
$182K -$9.7M -89,241 -98%
EIP
587
Ellis Investment Partners
Pennsylvania
$178K -$34.3K -317 -16%
WT
588
Whittier Trust
California
$176K
Kayne Anderson Rudnick Investment Management
589
Kayne Anderson Rudnick Investment Management
California
$174K +$651 +6 +0.4%
HCP
590
Hexagon Capital Partners
Arkansas
$170K +$1.95K +18 +1%
RFA
591
Reilly Financial Advisors
California
$160K +$66.2K +612 +71%
FA
592
Financial Advantage
Maryland
$159K
Jones Financial Companies
593
Jones Financial Companies
Missouri
$151K -$65.8K -607 -30%
EW
594
Evoke Wealth
California
$149K +$14.3K +132 +11%
CWM
595
Consultiva Wealth Management
Puerto Rico
$145K
GLLW
596
Graves Light Lenhart Wealth
Virginia
$144K
DSC
597
Duncker Streett & Co
Missouri
$139K
AA
598
Ancora Advisors
Ohio
$125K -$91.6K -848 -42%
OC
599
Oakworth Capital
Alabama
$122K -$4.66K -43 -4%
CFA
600
Carroll Financial Associates
North Carolina
$119K +$45K +416 +61%