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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.

New
Increased
Maintained
Reduced
Closed
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 %
SMM
126
Stadion Money Management
Georgia
$11.1M -$411K -3,800 -4%
WCWM
127
Wooster Corthell Wealth Management
Connecticut
$10.9M +$264K +2,445 +2%
CI
128
CX Institutional
Indiana
$10.9M +$1.69M +15,659 +18%
CFG
129
Cooper Financial Group
California
$10.9M +$7.57M +69,973 +230%
Betterment LLC
130
Betterment LLC
New York
$10.8M +$598K +5,533 +6%
AAS
131
Avantax Advisory Services
Texas
$10.5M +$681K +6,299 +7%
HGWM
132
Horst & Graben Wealth Management
Oregon
$10.4M +$6.13M +56,730 +144%
EC
133
Estate Counselors
Wisconsin
$10.4M +$4.96M +45,855 +91%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$10.4M +$10.4M +95,882 New
SC
135
Scotia Capital
Ontario, Canada
$10.4M -$99.3K -918 -0.9%
SSWG
136
Seven Springs Wealth Group
Tennessee
$10.3M -$29.6K -274 -0.3%
HNB
137
Huntington National Bank
Ohio
$9.98M -$10M
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$9.84M +$1.65M +15,288 +20%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$9.59M -$2.5M -23,126 -21%
HW
140
Hedeker Wealth
Illinois
$9.54M -$6.72M -62,184 -41%
AI
141
Atria Investments
North Carolina
$9.45M +$706K +6,526 +8%
WP
142
WealthSource Partners
California
$9.4M +$82.8K +766 +0.9%
WFI
143
West Family Investments
California
$9.3M
Baird Financial Group
144
Baird Financial Group
Wisconsin
$9.23M +$499K +4,611 +6%
CFGS
145
Concourse Financial Group Securities
Alabama
$9.07M +$48.8K +451 +0.5%
SFA
146
Semmax Financial Advisors
North Carolina
$9.04M -$579K -5,358 -6%
BL
147
BFSG LLC
California
$8.99M -$574K -5,307 -6%
TSA
148
Tri-Star Advisors
Texas
$8.92M -$687K -6,356 -7%
KL
149
KWMG LLC
Kansas
$8.91M +$218K +2,013 +3%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$8.87M +$2.99M +27,619 +51%