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iShares MBS ETF

721 hedge funds and large institutions have $23B invested in iShares MBS ETF in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 257 increasing their positions, 261 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
721
Holders Change
+40
Holders Change %
+5.87%
% of All Funds
11.14%
Holding in Top 10
55
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.84%
% of All Funds
0.85%
New
124
Increased
257
Reduced
261
Closed
72
Calls
$204K
Puts
$731K
Net Calls
-$527K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Shares
Change %
IAG
626
Investmark Advisory Group
Connecticut
$75K +$75K +701 New
COCM
627
Charter Oak Capital Management
New Hampshire
$73K +$17.3K +161 +31%
SIAP
628
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$69K
AWM
629
Atticus Wealth Management
Florida
$68K -$2.48K -23 -4%
HIA
630
Harbor Investment Advisory
Maryland
$67K -$17.4K -163 -21%
GEA
631
Glen Eagle Advisors
New Jersey
$66.2K +$33.2K +309 +101%
DWMG
632
DB Wealth Management Group
California
$61K -$242K -2,242 -80%
AWM
633
AllSquare Wealth Management
New York
$59K
IRC
634
Investors Research Corp
Georgia
$59K
WT
635
Whittier Trust
California
$59K
CHA
636
Carmichael Hill & Associates
Maryland
$53K -$3.69K -34 -7%
AWM
637
Aspire Wealth Management
Massachusetts
$50K +$50K +464 New
HI
638
Hudock Inc
Pennsylvania
$46K
CA
639
Clearstead Advisors
Ohio
$45K +$45K +419 New
National Bank of Canada
640
National Bank of Canada
Quebec, Canada
$45K +$45K +420 New
JHCP
641
Jackson Hole Capital Partners
Oklahoma
$44K
ACK
642
Andrew C. Karlinski
$43K +$43K +398 New
SL
643
Savior LLC
Massachusetts
$42K -$33.3K -312 -44%
ANBT
644
American National Bank & Trust
Texas
$42K
TF
645
Tompkins Financial
New York
$42K
TWA
646
TCI Wealth Advisors
Arizona
$41K -$16.2K -149 -28%
AWMS
647
Advocacy Wealth Management Services
Georgia
$39K
VRM
648
Vectors Research Management
New York
$38K +$18.3K +172 +93%
IWP
649
IAG Wealth Partners
Wisconsin
$38K +$36.7K +345 +2,875%
ZIG
650
Zullo Investment Group
Pennsylvania
$37K +$37K +343 New