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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 %
HCA
201
Heck Capital Advisors
Wisconsin
$5.66M +$135K +1,249 +2%
MWC
202
MBM Wealth Consultants
Missouri
$5.65M +$5.65M +52,245 New
Millennium Management
203
Millennium Management
New York
$5.58M -$2.95M -27,269 -35%
AAM
204
Autus Asset Management
Arizona
$5.56M +$260K +2,403 +5%
CM
205
Cornerstone Management
Georgia
$5.56M +$30.7K +284 +0.6%
First Trust Advisors
206
First Trust Advisors
Illinois
$5.53M -$269K -2,486 -5%
HPC
207
Hobart Private Capital
North Carolina
$5.48M -$454K -4,197 -8%
EC
208
Estate Counselors
Wisconsin
$5.44M -$2.65M -24,505 -33%
WP
209
WealthShield Partners
North Carolina
$5.42M +$1.23M +11,363 +29%
WG
210
Winton Group
United Kingdom
$5.4M -$24M -221,838 -82%
CC
211
Copperleaf Capital
North Carolina
$5.26M +$90.5K +836 +2%
SCA
212
Snowden Capital Advisors
New York
$5.24M +$149K +1,374 +3%
OAM
213
Oppenheimer Asset Management
New York
$5.2M +$225K +2,075 +5%
LWANC
214
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.19M +$97.5K +901 +2%
CA
215
Corrado Advisors
New Jersey
$5.19M -$952K -8,793 -16%
SIA
216
SkyView Investment Advisors
New Jersey
$5.18M
PCM
217
Parsons Capital Management
Rhode Island
$5.05M +$137K +1,265 +3%
BWP
218
Bernardo Wealth Planning
Pennsylvania
$4.97M +$466K +4,307 +10%
Creative Planning
219
Creative Planning
Kansas
$4.94M -$1.6M -14,751 -24%
WCA
220
Westover Capital Advisors
Delaware
$4.9M +$150K +1,384 +3%
HCA
221
Harbour Capital Advisors
Virginia
$4.86M -$25.1K -232 -0.5%
AR
222
Advisory Research
Illinois
$4.73M
SWP
223
ShoreHaven Wealth Partners
New Jersey
$4.66M -$13.7K -127 -0.3%
PWPCM
224
Perella Weinberg Partners Capital Management
New York
$4.65M
JIR
225
James Investment Research
Ohio
$4.64M -$840K -7,764 -15%