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iShares MBS ETF

672 hedge funds and large institutions have $23.1B invested in iShares MBS ETF in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 278 increasing their positions, 253 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-21
Holders Change %
-3.03%
% of All Funds
11.73%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
1.17%
New
55
Increased
278
Reduced
253
Closed
67
Calls
$1.86M
Puts
$11.2M
Net Calls
-$9.33M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DBT
176
Dubuque Bank & Trust
Iowa
$7.25M -$30.7K -284 -0.4%
CS
177
Comerica Securities
Michigan
$7.22M +$128K +1,178 +2%
PA
178
Parkside Advisors
California
$7.2M -$311K -2,877 -4%
MM
179
Main Management
California
$7.11M -$4.28M -39,542 -38%
IF
180
IRON Financial
Illinois
$6.97M +$648K +5,992 +10%
PPWP
181
Proquility Private Wealth Partners
Nevada
$6.9M +$616K +5,689 +10%
CF
182
Centaurus Financial
California
$6.88M +$57.5K +531 +0.8%
FCA
183
FLC Capital Advisors
California
$6.82M +$476K +4,400 +8%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$6.77M -$1.56M -14,446 -19%
LG
185
Leuthold Group
Minnesota
$6.66M -$13.3M -122,623 -67%
KWM
186
Kingsview Wealth Management
Oregon
$6.58M +$1.65M +15,305 +34%
GRP
187
Global Retirement Partners
California
$6.54M -$32.1K -297 -0.5%
EH
188
Equitable Holdings
New York
$6.51M -$146K -1,347 -2%
SW
189
SteelPeak Wealth
California
$6.49M -$2.01M -18,564 -24%
MAFM
190
Mid Atlantic Financial Management
Pennsylvania
$6.39M +$374K +3,455 +6%
DHFB
191
Dixon Hubard Feinour & Brown
Virginia
$6.32M +$6.32M +58,357 New
NA
192
NewEdge Advisors
Louisiana
$6.19M -$356K -3,287 -5%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$6.14M +$2.3M +21,209 +60%
Bank Julius Baer & Co
194
Bank Julius Baer & Co
Switzerland
$5.9M +$1.9M +17,560 +47%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$5.89M -$830K -7,673 -12%
CAN
196
Cetera Advisor Networks
California
$5.84M -$2.43M -22,408 -29%
C1AG
197
Client 1st Advisory Group
Florida
$5.81M +$682K +6,305 +13%
MCWS
198
McKinley Carter Wealth Services
West Virginia
$5.78M +$619K +5,721 +12%
OPS
199
Orion Portfolio Solutions
Nebraska
$5.77M -$628K -5,806 -10%
SIA
200
Soltis Investment Advisors
Utah
$5.69M +$524K +4,846 +10%