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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 %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$6.95M -$4.91M -45,376 -41%
LBC
177
Lowe Brockenbrough & Co
Virginia
$6.93M +$6.93M +64,057 New
PA
178
Parkside Advisors
California
$6.91M -$287K -2,651 -4%
GRP
179
Global Retirement Partners
California
$6.84M +$308K +2,845 +5%
DHFB
180
Dixon Hubard Feinour & Brown
Virginia
$6.78M +$473K +4,374 +7%
RA
181
Rational Advisors
New York
$6.78M -$7.06M -65,250 -51%
BPA
182
Beacon Pointe Advisors
California
$6.75M +$6.46M +59,760 +2,261%
LG
183
Leuthold Group
Minnesota
$6.64M -$15.2K -141 -0.2%
IF
184
IRON Financial
Illinois
$6.6M -$369K -3,416 -5%
EVM
185
Eaton Vance Management
Massachusetts
$6.58M +$1.27M +107,060 +24%
C1AG
186
Client 1st Advisory Group
Florida
$6.53M +$723K +6,685 +12%
SW
187
SteelPeak Wealth
California
$6.52M +$40.7K +376 +0.6%
EH
188
Equitable Holdings
New York
$6.47M -$34.8K -322 -0.5%
SWA
189
Stratos Wealth Advisors
Ohio
$6.41M +$1.97M +18,179 +44%
MCWS
190
McKinley Carter Wealth Services
West Virginia
$6.38M +$603K +5,575 +10%
MAFM
191
Mid Atlantic Financial Management
Pennsylvania
$6.33M -$54.1K -500 -0.8%
First Trust Advisors
192
First Trust Advisors
Illinois
$6.28M +$756K +6,990 +14%
PPWP
193
Proquility Private Wealth Partners
Nevada
$6.22M -$670K -6,194 -10%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$6.17M +$31.7K +293 +0.5%
Bank Julius Baer & Co
195
Bank Julius Baer & Co
Switzerland
$6.15M +$251K +2,322 +4%
MWC
196
MBM Wealth Consultants
Missouri
$6.13M +$478K +4,419 +8%
PG
197
Proffitt & Goodson
Tennessee
$6.01M +$3.02M +27,925 +101%
SIA
198
Soltis Investment Advisors
Utah
$5.9M +$217K +2,007 +4%
HCA
199
Heck Capital Advisors
Wisconsin
$5.72M +$66.1K +611 +1%
CM
200
Cornerstone Management
Georgia
$5.67M +$119K +1,099 +2%