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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 %
EBA
676
Eagle Bay Advisors
New York
$10K
CI
677
Cordant Inc
Oregon
$10K +$10K +91 New
DHGWA
678
Dixon Hughes Goodman Wealth Advisors
North Carolina
$10K +$10K +97 New
DWA
679
Delos Wealth Advisors
Texas
$9K
BHWM
680
Beaird Harris Wealth Management
Texas
$9K +$9K +86 New
VNA
681
Valley National Advisers
Pennsylvania
$8K -$11.6K -106 -59%
AWM
682
Avior Wealth Management
Nebraska
$8K -$3.75K -37 -32%
FF
683
FourThought Financial
Florida
$8K -$1.32K -12 -14%
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
RP
685
Rice Partnership
Hawaii
$8K +$8K +73 New
CFO
686
CVA Family Office
Colorado
$7K
FA
687
Faithward Advisors
Pennsylvania
$7K
CWM
688
Consultiva Wealth Management
Puerto Rico
$7K
BFO
689
Biltmore Family Office
North Carolina
$7K
FMP
690
Financial Management Professionals
Texas
$7K +$7K +62 New
CCM
691
Chilton Capital Management
Texas
$7K +$7K +64 New
AIA
692
Arcadia Investment Advisors
Idaho
$5.69K
SWA
693
SOA Wealth Advisors
New York
$5K
NIC
694
Northwest Investment Counselors
Oregon
$5K +$5K +46 New
CWS
695
Confluence Wealth Services
Pennsylvania
$5K +$5K +54 New
GIA
696
Goodwin Investment Advisory
Georgia
$5K +$5K +78 New
TCWM
697
Total Clarity Wealth Management
Illinois
$4K -$2.7K -25 -40%
EWM
698
EPG Wealth Management
Georgia
$4K
MIM
699
MTM Investment Management
South Carolina
$4K
GC
700
Gould Capital
Washington
$4K +$4K +35 New