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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 %
BL
701
Balentine LLC
Georgia
$3K -$24.1K -249 -89%
SIS
702
Sound Income Strategies
Florida
$3K
BFC
703
Bedel Financial Consulting
Indiana
$3K
CMA
704
Cedar Mountain Advisors
Oregon
$3K +$3K +28 New
GWANC
705
Guardian Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +28 New
TFO
706
Tarbox Family Office
California
$3K +$3K +30 New
First Manhattan
707
First Manhattan
New York
$2K -$2.32K -29 -54%
PA
708
PSI Advisors
Florida
$2K -$632 -6 -24%
ADL
709
Asset Dedication LLC
California
$2K
EW
710
Element Wealth
Mississippi
$2K
GWMIA
711
Global Wealth Management Investment Advisory
Florida
$2K +$2K +16 New
WTA
712
Washington Trust Advisors
Massachusetts
$2K +$2K +22 New
EA
713
Evolution Advisers
Virginia
$2K +$2K +25 New
LWM
714
Liberty Wealth Management
California
$1.78K -$1.76M -16,248 Closed
TAM
715
Tucker Asset Management
Colorado
$1.29K
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$1K -$1.63M -8,144 -100%
KFI
717
Key Financial Inc
Pennsylvania
$1K -$6.1K -61 -86%
QC
718
Quent Capital
New York
$1K +$1K +5 New
HFS
719
Hantz Financial Services
Michigan
$1K +$1K +7 New
Cohen & Steers
720
Cohen & Steers
New York
$1K +$1K +11 New
SFCL
721
Strengthening Families & Communities LLC
Massachusetts
$345 +$345 +606 New
FHC
722
First Heartland Consultants
Missouri
$324 -$4 -35 -1%
CP
723
Castleview Partners
Texas
$82 +$82 +8,809 New
FFG
724
Ford Financial Group
California
$42 +$42 +400 New
State of Wisconsin Investment Board
725
State of Wisconsin Investment Board
Wisconsin
-$35.4M -327,320 Closed