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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 %
KFI
651
Key Financial Inc
Pennsylvania
$8K
COCM
652
Charter Oak Capital Management
New Hampshire
$8K
CFO
653
CVA Family Office
Colorado
$7K
FI
654
FormulaFolio Investments
Michigan
$6K
PWP
655
Personal Wealth Partners
Minnesota
$6K +$6K +57 New
AIA
656
Arcadia Investment Advisors
Idaho
$5.74K
RIM
657
Rockbridge Investment Management
New York
$5K
SWA
658
SOA Wealth Advisors
New York
$5K
First Manhattan
659
First Manhattan
New York
$5K +$2.32K +25 +86%
HWA
660
HHM Wealth Advisors
Tennessee
$4K
MIM
661
MTM Investment Management
South Carolina
$4K
PWA
662
Phoenix Wealth Advisors
North Carolina
$4K
BL
663
Balentine LLC
Georgia
$3K
IF
664
Ironwood Financial
Arizona
$3K
SIS
665
Sound Income Strategies
Florida
$3K
EW
666
Element Wealth
Mississippi
$2K
ADL
667
Asset Dedication LLC
California
$2K +$2K +23 New
TAM
668
Tucker Asset Management
Colorado
$1.3K
M1FG
669
Mach-1 Financial Group
Arkansas
$1K -$357 -5 -26%
SFP
670
Sterling Financial Planning
New Jersey
$1K
RG
671
Retirement Group
California
$1K +$385 +5 +63%
HFS
672
Hantz Financial Services
Michigan
$1K +$1K +10 New
BBHC
673
Brown Brothers Harriman & Co
New York
$10
PWAG
674
Polaris Wealth Advisory Group
California
-$46.2M -425,925 Closed
Financial Engines Advisors
675
Financial Engines Advisors
California
-$11M -101,301 Closed