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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.

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 %
SOMRS
76
State of Michigan Retirement System
Michigan
$24.4M
Franklin Resources
77
Franklin Resources
California
$24M +$1.34M +12,409 +6%
IWS
78
Insight Wealth Strategies
California
$23.6M +$850K +7,861 +4%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$23.5M -$6.03M -55,795 -20%
GWM
80
Geneos Wealth Management
Colorado
$23.4M +$1.15M +10,644 +5%
KFP
81
KB Financial Partners
New Jersey
$23M +$1.51M +13,984 +7%
ZIG
82
Zurich Insurance Group
Switzerland
$22.4M +$3.98M +36,829 +22%
MMA
83
Miracle Mile Advisors
California
$22.3M +$185K +1,710 +0.8%
AWM
84
AE Wealth Management
Kansas
$22M +$6.78M +62,705 +44%
AF
85
Allworth Financial
California
$21.3M +$7.92M +73,251 +59%
FM
86
Foster & Motley
Ohio
$21.2M +$1.82M +16,866 +9%
GGS
87
Galvin Gaustad & Stein
Arizona
$21M +$1.08M +9,970 +5%
CL
88
CIM LLC
New York
$20.9M +$460K +4,256 +2%
HH
89
Hilltop Holdings
Texas
$20.8M -$1.07M -9,913 -5%
NC
90
NewSquare Capital
Pennsylvania
$20.6M -$1.21M -11,190 -6%
BOPW
91
Brandywine Oak Private Wealth
Pennsylvania
$19.3M +$324K +3,005 +2%
TIM
92
Tortoise Investment Management
New York
$18.4M -$2.5M -23,075 -12%
CW
93
CreativeOne Wealth
Kansas
$18.2M +$2.7M +24,921 +17%
RWM
94
RKL Wealth Management
Pennsylvania
$18.2M +$1.24M +11,448 +7%
TAIM
95
TD Ameritrade Investment Management
Nebraska
$18.2M +$27K +245 +0.1%
MNG
96
Manning & Napier Group
New York
$18M -$18.2M
AWS
97
AJ Wealth Strategies
New York
$18M -$1.03M -9,487 -5%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$17.9M +$602K +5,569 +3%
WG
99
Winton Group
United Kingdom
$17.8M +$12.4M +114,880 +230%
ECM
100
Evergreen Capital Management
Washington
$17.3M -$7.04M -65,118 -29%