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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 %
BL
151
BFSG LLC
California
$8.85M +$4.99M +45,980 +129%
WP
152
WealthSource Partners
California
$8.76M -$7.99M -73,729 -48%
CI
153
CX Institutional
Indiana
$8.75M +$977K +9,015 +13%
AAS
154
Avantax Advisory Services
Texas
$8.73M +$490K +4,521 +6%
Millennium Management
155
Millennium Management
New York
$8.55M -$9.46M -87,291 -53%
KL
156
KWMG LLC
Kansas
$8.55M +$833K +7,683 +11%
SW
157
SteelPeak Wealth
California
$8.51M -$1.37M -12,682 -14%
CFGS
158
Concourse Financial Group Securities
Alabama
$8.39M -$1.9M -17,507 -18%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$8.35M -$208M -1,921,325 -96%
REMPR
160
Roof Eidam Maycock Peralta (REMP)
California
$8.33M +$8.33M +76,785 New
CAN
161
Cetera Advisor Networks
California
$8.28M +$5.6M +51,679 +209%
ODCM
162
Old Dominion Capital Management
Virginia
$8.28M -$91.1K -840 -1%
EC
163
Estate Counselors
Wisconsin
$8.11M -$912K -8,415 -10%
RA
164
Rational Advisors
New York
$8.04M -$4.93M -45,475 -38%
CAL
165
Capital Analysts LLC
Pennsylvania
$8.03M -$310K -2,859 -4%
TGAM
166
TBH Global Asset Management
Tennessee
$7.73M +$4.44M +40,967 +135%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$7.68M +$1.42M +13,147 +23%
SWP
168
Strategic Wealth Partners
Ohio
$7.67M +$501K +4,617 +7%
BI
169
Ballast Inc
Kentucky
$7.67M +$199K +1,831 +3%
PA
170
Parkside Advisors
California
$7.53M -$471K -4,341 -6%
QI
171
QS Investors
New York
$7.48M -$410K -3,782 -5%
SWRP
172
Summit Wealth & Retirement Planning
California
$7.45M +$7.45M +68,679 New
HFA
173
High Falls Advisors
New York
$7.42M -$4.35M -40,093 -37%
AI
174
Atria Investments
North Carolina
$7.41M -$6.61M -60,936 -47%
Betterment LLC
175
Betterment LLC
New York
$7.41M -$30.8K -284 -0.4%