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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 %
HIA
601
Harbor Investment Advisory
Maryland
$85K +$17.5K +163 +26%
SFC
602
SYM Financial Corp
Indiana
$85K +$85K +784 New
SL
603
Savior LLC
Massachusetts
$76K +$30.2K +281 +66%
APC
604
Aspire Private Capital
North Carolina
$74K -$11.4K -105 -13%
AWM
605
Atticus Wealth Management
Florida
$71K -$7.51M -69,296 -99%
CWP
606
Concord Wealth Partners
Virginia
$71K -$89.3K -831 -56%
HA
607
Herold Advisors
New York
$71K +$71K +659 New
AA
608
Ancora Advisors
Ohio
$70K -$52.8K -489 -43%
SIAP
609
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$70K
SSB
610
Sandy Spring Bank
Maryland
$69K
WT
611
Whittier Trust
California
$60K -$117K -1,073 -66%
IRC
612
Investors Research Corp
Georgia
$60K
AWM
613
AllSquare Wealth Management
New York
$59K
CHA
614
Carmichael Hill & Associates
Maryland
$57K +$436 +4 +0.8%
TWA
615
TCI Wealth Advisors
Arizona
$57K +$16.1K +149 +40%
COCM
616
Charter Oak Capital Management
New Hampshire
$56K +$48.4K +449 +641%
BW
617
Bison Wealth
Georgia
$55K -$5.45K -50 -9%
FA
618
Fortis Advisors
Pennsylvania
$53K +$20.6K +192 +64%
FPS
619
Fieldpoint Private Securities
Connecticut
$53K +$53K +494 New
HI
620
Hudock Inc
Pennsylvania
$47K +$108 +1 +0.2%
JHCP
621
Jackson Hole Capital Partners
Oklahoma
$45K
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
CFA
623
Cahill Financial Advisors
Minnesota
$45K +$45K +421 New
ANBT
624
American National Bank & Trust
Texas
$43K +$43K +395 New
TF
625
Tompkins Financial
New York
$42K +$42K +390 New