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 %
FA
651
Fortis Advisors
Pennsylvania
$17K +$17K +153 New
ADIM
652
Alpha DNA Investment Management
Maryland
$16K -$8.64K -81 -35%
TCM
653
Tradewinds Capital Management
Washington
$16K +$16K +151 New
DZ Bank
654
DZ Bank
Germany
$15K
FRA
655
Front Row Advisors
California
$15K
FPW
656
Flagship Private Wealth
Massachusetts
$14.4K
HR
657
Howe & Rusling
New York
$14K
CICI
658
Capital Investment Counsel Inc
North Carolina
$14K +$14K +128 New
1WM
659
1900 Wealth Management
Texas
$13.1K +$6.44K +59,422 +97%
FF
660
FourThought Financial
Florida
$12K +$2.89K +27 +32%
AWA
661
Arkadios Wealth Advisors
Georgia
$11K +$1.05K +10 +11%
VNA
662
Valley National Advisers
Pennsylvania
$11K +$11K +106 New
SSB
663
Sandy Spring Bank
Maryland
$10K
CA
664
Clearstead Advisors
Ohio
$9K
JPLA
665
Joseph P. Lucia & Associates
New York
$9K +$9K +85 New
LGWM
666
Litman Gregory Wealth Management
California
$8K
KFI
667
Key Financial Inc
Pennsylvania
$8K
COCM
668
Charter Oak Capital Management
New Hampshire
$8K +$2.29K +20 +40%
CL
669
COWA LLC
Oklahoma
$8K +$8K +78 New
CFO
670
CVA Family Office
Colorado
$7K
FI
671
FormulaFolio Investments
Michigan
$6K -$10.1M -99,189 -100%
MCC
672
Money Concepts Capital
Florida
$6K -$3.88K -33 -39%
AIA
673
Arcadia Investment Advisors
Idaho
$5.75K
SWA
674
SOA Wealth Advisors
New York
$5K -$2.96K -29 -37%
RIM
675
Rockbridge Investment Management
New York
$5K