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iShares MBS ETF

688 hedge funds and large institutions have $22.4B invested in iShares MBS ETF in 2020 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 307 increasing their positions, 136 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+116
Holders Change %
+20.28%
% of All Funds
12.21%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.33%
New
176
Increased
307
Reduced
136
Closed
51
Calls
$2.94M
Puts
$54.5M
Net Calls
-$51.6M
Net Calls Change
+$58.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TG
126
TCW Group
California
$13.6M +$138K +1,251 +1%
PL
127
Protective Life
Alabama
$13.6M
RA
128
Rational Advisors
New York
$13.2M +$8.96M +81,362 +213%
BCM
129
Brookstone Capital Management
Illinois
$13.2M +$7.02M +63,700 +114%
CIC
130
Cutler Investment Counsel
Oregon
$12.7M +$582K +5,282 +5%
IAN
131
Integrated Advisors Network
Texas
$12.5M -$142K -1,291 -1%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$12.5M +$6.09M +55,273 +96%
AWA
133
ARQ Wealth Advisors
Arizona
$12.3M +$12.3M +111,822 New
NA
134
NewEdge Advisors
Louisiana
$12.2M +$10.3M +93,146 +530%
PAIA
135
Park Avenue Institutional Advisers
New York
$12.1M
FCA
136
FinTrust Capital Advisors
South Carolina
$12.1M +$4.22M +38,306 +54%
HFA
137
High Falls Advisors
New York
$12M +$2.87M +26,077 +32%
SF
138
Synovus Financial
Georgia
$11.9M +$138K +1,257 +1%
Baird Financial Group
139
Baird Financial Group
Wisconsin
$11.6M +$6.54M +59,403 +129%
SSWG
140
Seven Springs Wealth Group
Tennessee
$11M +$507K +4,605 +5%
FI
141
FormulaFolio Investments
Michigan
$10.9M +$10.6M +96,067 +3,020%
SC
142
Scotia Capital
Ontario, Canada
$10.7M +$101K +918 +1%
FCC
143
Florin Court Capital
United Kingdom
$10.5M +$1.32M +12,000 +14%
CFGS
144
Concourse Financial Group Securities
Alabama
$10.4M +$8M +72,595 +326%
HNB
145
Huntington National Bank
Ohio
$10.4M -$13.1M
JCM
146
Janney Capital Management
Pennsylvania
$10.3M -$586K -5,317 -5%
CS
147
Comerica Securities
Michigan
$10.1M +$5.92M +53,744 +140%
SW
148
SteelPeak Wealth
California
$10M +$9.66M +87,727 +2,549%
Loomis, Sayles & Company
149
Loomis, Sayles & Company
Massachusetts
$10M +$10M +90,916 New
CCM
150
Crabel Capital Management
California
$9.98M +$9.98M +90,660 New