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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$19.3M -$18.8M -173,624 -49%
QFA
102
Quattro Financial Advisors
Texas
$19.1M -$2.35M -21,605 -11%
FA
103
FDx Advisors
Illinois
$18.7M +$5.05M +46,549 +37%
TAIM
104
TD Ameritrade Investment Management
Nebraska
$18M
KFP
105
KB Financial Partners
New Jersey
$18M +$18M +165,594 New
GGS
106
Galvin Gaustad & Stein
Arizona
$17.8M +$3.31M +30,487 +23%
ECM
107
Evergreen Capital Management
Washington
$17.2M -$65.2K -601 -0.4%
NCM
108
Northwest Capital Management
Oregon
$16.8M -$438K -4,042 -3%
AC
109
Annandale Capital
Texas
$16.8M +$1.15M +10,617 +7%
IWC
110
Integrated Wealth Concepts
Massachusetts
$16.4M +$12.8M +118,064 +354%
FM
111
Foster & Motley
Ohio
$16.1M +$1.19M +10,944 +8%
SMM
112
Stadion Money Management
Georgia
$16.1M +$55.8K +515 +0.3%
RWM
113
RKL Wealth Management
Pennsylvania
$16M +$2.34M +21,583 +17%
LWA
114
LWS Wealth Advisors
New Jersey
$15.9M -$5.42M -49,993 -25%
Nomura Asset Management
115
Nomura Asset Management
Japan
$15.9M +$8.96M +82,600 +129%
MYAM
116
Meiji Yasuda Asset Management
Japan
$15.8M +$773K +7,133 +5%
TG
117
TCW Group
California
$15.7M +$2.31M +21,264 +17%
AWS
118
AJ Wealth Strategies
New York
$15.4M +$14.7M +135,491 +2,035%
AWM
119
AE Wealth Management
Kansas
$14.8M -$2.22M -20,454 -13%
ACA
120
Anchor Capital Advisors
Massachusetts
$14.7M +$5.34M +49,261 +57%
CCA
121
Checchi Capital Advisers
California
$14.7M +$738K +6,811 +5%
Northern Trust
122
Northern Trust
Illinois
$14.6M -$597K -5,654 -4%
BPB
123
Badgley, Phelps & Bell
Washington
$14.5M +$14.5M +133,844 New
BCM
124
Brookstone Capital Management
Illinois
$14.2M +$1.28M +11,845 +10%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$14.2M -$11.6M -106,874 -45%