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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 %
WCF
151
West Coast Financial
California
$8.69M +$4.87M +45,072 +128%
HIM
152
HawsGoodwin Investment Management
Tennessee
$8.67M +$30.6K +283 +0.4%
CIAS
153
CFS Investment Advisory Services
New Jersey
$8.65M +$8.65M +79,987 New
SWRP
154
Summit Wealth & Retirement Planning
California
$8.61M +$901K +8,333 +12%
CS
155
Comerica Securities
Michigan
$8.44M +$1.23M +11,372 +17%
PGA
156
Portland Global Advisors
Maine
$8.26M +$370K +3,420 +5%
MM
157
Main Management
California
$8.24M +$1.13M +10,428 +16%
BI
158
Ballast Inc
Kentucky
$8.23M +$172K +1,587 +2%
ODCM
159
Old Dominion Capital Management
Virginia
$8.19M -$22.2K -205 -0.3%
SWP
160
Strategic Wealth Partners
Ohio
$8.16M +$558K +5,161 +7%
CCWA
161
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8M -$140K -1,295 -2%
Nomura Asset Management
162
Nomura Asset Management
Japan
$7.93M -$2.3M -21,300 -23%
DBT
163
Dubuque Bank & Trust
Iowa
$7.85M +$605K +5,595 +8%
B
164
Bailard
California
$7.77M -$2.73M -25,275 -26%
CF
165
Centaurus Financial
California
$7.77M +$901K +8,330 +13%
KWM
166
Kingsview Wealth Management
Oregon
$7.71M +$1.13M +10,426 +17%
BCV
167
Banque Cantonale Vaudoise
Switzerland
$7.68M
KAS
168
Kestra Advisory Services
Texas
$7.63M +$366K +3,382 +5%
CWM
169
Cabot Wealth Management
Massachusetts
$7.32M -$10.5M -96,735 -59%
SIA
170
SkyView Investment Advisors
New Jersey
$7.24M +$2.08M +19,216 +40%
SAM
171
Strategy Asset Managers
California
$7.21M -$479K -4,430 -6%
FCA
172
FLC Capital Advisors
California
$7.16M +$344K +3,180 +5%
NA
173
NewEdge Advisors
Louisiana
$7.09M +$905K +8,367 +15%
TPCW
174
TD Private Client Wealth
New York
$7.04M -$476K -4,405 -6%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$7M +$234K +2,163 +3%