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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 %
TRCT
576
Tower Research Capital (TRC)
New York
$173K +$110K +1,012 +173%
CWP
577
Concord Wealth Partners
Virginia
$161K -$63.9K -592 -28%
FA
578
Financial Advantage
Maryland
$158K
Jones Financial Companies
579
Jones Financial Companies
Missouri
$151K
EW
580
Evoke Wealth
California
$149K
GLLW
581
Graves Light Lenhart Wealth
Virginia
$144K
RCM
582
Robinson Capital Management
Michigan
$140K -$129K -1,200 -48%
DSC
583
Duncker Streett & Co
Missouri
$139K
AA
584
Ancora Advisors
Ohio
$123K -$2.16K -20 -2%
OC
585
Oakworth Capital
Alabama
$122K
HBT
586
Hills Bank & Trust
Iowa
$122K +$20.1K +185 +20%
DI
587
Disciplined Investments
Oklahoma
$115K
CFA
588
Carroll Financial Associates
North Carolina
$106K -$12.1K -113 -10%
LS
589
Leelyn Smith
Illinois
$95K -$10.8K -100 -10%
RFA
590
Reilly Financial Advisors
California
$94K -$66.3K -612 -41%
WWM
591
Wolff Wiese Magana
California
$90K +$7.36K +68 +9%
AWA
592
Arkadios Wealth Advisors
Georgia
$87K +$75.6K +699 +666%
APC
593
Aspire Private Capital
North Carolina
$85K -$131K -1,208 -61%
LWCFA
594
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K +$84K +773 New
ACA
595
Aptus Capital Advisors
Alabama
$83K +$1.73K +16 +2%
SIAP
596
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$70K +$33.1K +304 +90%
SSB
597
Sandy Spring Bank
Maryland
$69K +$59.5K +551 +626%
HIA
598
Harbor Investment Advisory
Maryland
$68K
HFA
599
Hoover Financial Advisors
Pennsylvania
$62K +$62K +577 New
BW
600
Bison Wealth
Georgia
$60K -$518K -4,790 -90%