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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 %
BIA
701
Bigelow Investment Advisors
Maine
-$1.2M -11,120 Closed
P
702
Palladiem
Pennsylvania
-$1.1M -10,136 Closed
HBWM
703
Hollow Brook Wealth Management
New York
-$584K -5,399 Closed
FCCM
704
First City Capital Management
Georgia
-$459K -4,235 Closed
LFAS
705
Level Four Advisory Services
Texas
-$371K -3,429 Closed
OWP
706
Obermeyer Wealth Partners
Colorado
-$369K -3,407 Closed
VWA
707
Visionary Wealth Advisors
Illinois
-$326K -3,012 Closed
PFA
708
Pure Financial Advisors
California
-$319K -2,952 Closed
CCA
709
Clearwater Capital Advisors
Illinois
-$301K -2,780 Closed
M&T Bank
710
M&T Bank
New York
-$287K -2,652 Closed
VWA
711
V Wealth Advisors
Kansas
-$285K -2,634 Closed
PCA
712
Personal Capital Advisors
California
-$284K -2,625 Closed
W
713
WealthOne
New York
-$269K -2,486 Closed
WHG
714
Westwood Holdings Group
Texas
-$260K -2,408 Closed
FWIA
715
Fort Washington Investment Advisors
Ohio
-$260K -2,400 Closed
CG
716
Colony Group
Massachusetts
-$253K -2,335 Closed
CC
717
Claybrook Capital
Massachusetts
-$239K -2,205 Closed
JCM
718
Jag Capital Management
Missouri
-$225K -2,076 Closed
ODIJL
719
One Day In July LLC
Vermont
-$224K -2,071 Closed
LJAC
720
L.J. Altfest & Co
New York
-$213K -1,965 Closed
APP
721
Avantax Planning Partners
Iowa
-$202K -1,868 Closed
FFA
722
First Foundation Advisors
California
-$201K -1,855 Closed
GSEP
723
Golden State Equity Partners
California
-$200K -1,850 Closed
PGWM
724
Parisi Gray Wealth Management
New Jersey
-$186K -1,722 Closed
TRCT
725
Tower Research Capital (TRC)
New York
-$173K -1,598 Closed