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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 %
TG
651
TCW Group
California
$14.6K -$71 -660 -0.5%
HPC
652
HM Payson & Co
Maine
$13K -$39K -360 -75%
SMA
653
Sage Mountain Advisors
Georgia
$12K
AWM
654
Avior Wealth Management
Nebraska
$12K +$11.4K +110 +1,833%
BU
655
BBVA USA
Alabama
$10K
EBA
656
Eagle Bay Advisors
New York
$10K
DWA
657
Delos Wealth Advisors
Texas
$10K +$10K +88 New
JPLA
658
Joseph P. Lucia & Associates
New York
$9K
FF
659
FourThought Financial
Florida
$9K
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K -$74.5K -698 -90%
KFI
661
Key Financial Inc
Pennsylvania
$8K
BMD
662
Better Money Decisions
New Mexico
$8K +$8K +77 New
CFO
663
CVA Family Office
Colorado
$7K
CWM
664
Consultiva Wealth Management
Puerto Rico
$7K +$7K +61 New
TCWM
665
Total Clarity Wealth Management
Illinois
$7K +$7K +62 New
BFO
666
Biltmore Family Office
North Carolina
$7K +$7K +62 New
FA
667
Faithward Advisors
Pennsylvania
$7K +$7K +64 New
AIA
668
Arcadia Investment Advisors
Idaho
$5.73K
IFAM
669
Institutional & Family Asset Management
Colorado
$5K -$23.5K -226 -82%
SWA
670
SOA Wealth Advisors
New York
$5K
First Manhattan
671
First Manhattan
New York
$5K
MIM
672
MTM Investment Management
South Carolina
$4K
EWM
673
EPG Wealth Management
Georgia
$4K +$4K +39 New
ACA
674
Aptus Capital Advisors
Alabama
$3K -$76.4K -739 -96%
SIS
675
Sound Income Strategies
Florida
$3K