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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 %
IAN
126
Integrated Advisors Network
Texas
$13.5M +$1.2M +11,088 +10%
PL
127
Protective Life
Alabama
$13.4M
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$12.9M +$675K +6,227 +6%
CIC
129
Cutler Investment Counsel
Oregon
$12.8M +$371K +3,419 +3%
FCA
130
FinTrust Capital Advisors
South Carolina
$12.6M +$720K +6,642 +6%
HW
131
Hedeker Wealth
Illinois
$12.5M -$1.08M -9,993 -8%
MM
132
Main Management
California
$11.4M +$3.52M +32,431 +45%
Financial Engines Advisors
133
Financial Engines Advisors
California
$11M +$1.85M +17,065 +20%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$11M -$9.88M -91,175 -47%
5L
135
55I LLC
Massachusetts
$10.8M -$18.3M -168,827 -63%
SSWG
136
Seven Springs Wealth Group
Tennessee
$10.7M -$140K -1,295 -1%
SC
137
Scotia Capital
Ontario, Canada
$10.6M +$31.4K +290 +0.3%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$10.5M +$5.17M +47,642 +97%
SEM
139
Strategic Equity Management
Arizona
$10.4M +$675K +6,222 +7%
HIM
140
HawsGoodwin Investment Management
Tennessee
$10.3M +$1.99M +18,370 +24%
HighTower Advisors
141
HighTower Advisors
Illinois
$10.2M +$3.59M +33,103 +54%
VFA
142
Voya Financial Advisors
Connecticut
$10.1M +$2.06M +18,988 +26%
PAG
143
Private Advisor Group
New Jersey
$9.92M +$620K +5,714 +7%
HNB
144
Huntington National Bank
Ohio
$9.86M -$10.4M
WCWM
145
Wooster Corthell Wealth Management
Connecticut
$9.84M +$707K +6,518 +8%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$9.36M -$2.07M -19,100 -18%
WFI
147
West Family Investments
California
$9.32M +$9.32M +85,960 New
TSA
148
Tri-Star Advisors
Texas
$8.97M -$160K -1,469 -2%
CW
149
CreativeOne Wealth
Kansas
$8.95M +$2.31M +21,315 +35%
SFA
150
Semmax Financial Advisors
North Carolina
$8.92M +$1.36M +12,508 +18%