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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 %
SEM
151
Strategic Equity Management
Arizona
$9.85M +$9.85M +89,432 New
IF
152
IRON Financial
Illinois
$9.65M +$1.1M +9,958 +13%
AR
153
Advisory Research
Illinois
$9.63M +$4.82M +43,720 +100%
ACA
154
Anchor Capital Advisors
Massachusetts
$9.5M -$389K -3,536 -4%
PAG
155
Private Advisor Group
New Jersey
$9.45M -$1.86M -16,905 -16%
IWP
156
Icon Wealth Partners
Texas
$9.36M +$5.34M +48,493 +133%
Financial Engines Advisors
157
Financial Engines Advisors
California
$9.28M +$973K +8,833 +12%
WCWM
158
Wooster Corthell Wealth Management
Connecticut
$9.28M +$824K +7,480 +10%
TSA
159
Tri-Star Advisors
Texas
$9.26M +$857K +7,778 +10%
EC
160
Estate Counselors
Wisconsin
$9.16M -$1.96M -17,830 -18%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$8.52M +$7.96M +72,298 +1,424%
ODCM
162
Old Dominion Capital Management
Virginia
$8.5M +$1.26M +11,440 +17%
CAL
163
Capital Analysts LLC
Pennsylvania
$8.47M +$329K +2,985 +4%
HIM
164
HawsGoodwin Investment Management
Tennessee
$8.42M +$8.42M +76,495 New
CFG
165
Cooper Financial Group
California
$8.4M +$7.89M +71,665 +1,555%
AAS
166
Avantax Advisory Services
Texas
$8.38M -$1.46M -13,262 -15%
VFA
167
Voya Financial Advisors
Connecticut
$8.15M +$588K +5,343 +8%
PA
168
Parkside Advisors
California
$8.12M -$389K -3,535 -5%
CIAS
169
CFS Investment Advisory Services
New Jersey
$8.03M +$8.03M +72,888 New
MM
170
Main Management
California
$8.02M -$6.39K -58 -0.1%
QI
171
QS Investors
New York
$8.02M +$2.27M +20,581 +39%
EH
172
Equitable Holdings
New York
$7.99M +$2.23M +20,241 +39%
CI
173
CX Institutional
Indiana
$7.9M +$721K +6,544 +10%
KL
174
KWMG LLC
Kansas
$7.83M +$180K +1,636 +2%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$7.75M +$4.38M +39,785 +130%