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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 %
CH
676
Canton Hathaway
Rhode Island
$5K +$3.96K +38 +380%
PFBT
677
Parkside Financial Bank & Trust
Missouri
$5K +$5K +50 New
VFA
678
Valeo Financial Advisors
Indiana
$4K -$1.64K -16 -29%
MIM
679
MTM Investment Management
South Carolina
$4K
PWA
680
Phoenix Wealth Advisors
North Carolina
$4K
HWA
681
HHM Wealth Advisors
Tennessee
$4K
SIS
682
Sound Income Strategies
Florida
$3.14K -$13.8K -127 -81%
BL
683
Balentine LLC
Georgia
$3K
First Manhattan
684
First Manhattan
New York
$3K
IF
685
Ironwood Financial
Arizona
$3K
HFS
686
Horizon Financial Services
North Carolina
$3K +$3K +24 New
M1FG
687
Mach-1 Financial Group
Arkansas
$2K -$23.5K -223 -92%
EW
688
Element Wealth
Mississippi
$2K
TAM
689
Tucker Asset Management
Colorado
$1.3K +$1.3K +12 New
GWMIA
690
Global Wealth Management Investment Advisory
Florida
$1K
GAM
691
Grandview Asset Management
Pennsylvania
$1K +$1K +5 New
RG
692
Retirement Group
California
$1K +$1K +8 New
SFP
693
Sterling Financial Planning
New Jersey
$1K +$1K +13 New
FGAM
694
Financial Gravity Asset Management
Texas
$486
SWM
695
Sugarloaf Wealth Management
Georgia
$195 -$699 -1,480 -78%
BBHC
696
Brown Brothers Harriman & Co
New York
$10 +$10 +91 New
ACG
697
Arch Capital Group
Bermuda
-$57M -517,902 Closed
William Blair Investment Management
698
William Blair Investment Management
Illinois
-$56.4M -512,120 Closed
Renaissance Technologies
699
Renaissance Technologies
New York
-$18M -163,805 Closed
AWA
700
ARQ Wealth Advisors
Arizona
-$12.3M -111,822 Closed