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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 %
AA
201
Acorns Advisers
California
$5.64M +$2.95M +27,236 +109%
KCM
202
Karp Capital Management
California
$5.57M +$1.08M +10,007 +24%
AAM
203
Autus Asset Management
Arizona
$5.52M -$39.8K -368 -0.7%
CAN
204
Cetera Advisor Networks
California
$5.38M -$457K -4,228 -8%
PCM
205
Parsons Capital Management
Rhode Island
$5.2M +$156K +1,447 +3%
WFC
206
Western Financial Corp
California
$5.07M +$830K +7,677 +20%
WCA
207
Westover Capital Advisors
Delaware
$5.03M +$130K +1,206 +3%
WCM
208
Wunderlich Capital Managemnt
Tennessee
$4.96M +$1.88M +17,365 +61%
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.94M -$250K -2,313 -5%
CA
210
Corrado Advisors
New Jersey
$4.81M -$374K -3,459 -7%
NSB
211
Norway Savings Bank
Maine
$4.78M +$372K +3,444 +8%
HCA
212
Harbour Capital Advisors
Virginia
$4.77M -$82.1K -759 -2%
BWP
213
Bernardo Wealth Planning
Pennsylvania
$4.76M -$205K -1,895 -4%
AR
214
Advisory Research
Illinois
$4.73M
OWA
215
One Wealth Advisors
California
$4.72M +$3.88M +35,851 +458%
CC
216
Copperleaf Capital
North Carolina
$4.68M -$572K -5,286 -11%
TWM
217
Tradition Wealth Management
Minnesota
$4.68M +$563K +5,210 +14%
APW
218
Austin Private Wealth
Texas
$4.64M +$3M +27,730 +182%
CWA
219
Clearview Wealth Advisors
Oregon
$4.64M +$1.96M +18,085 +73%
BCM
220
Boltwood Capital Management
California
$4.55M +$1.32M +12,230 +41%
ACM
221
Antonetti Capital Management
Florida
$4.54M +$4.54M +41,986 New
WF
222
Williams Financial
Vermont
$4.49M +$469K +4,336 +12%
OPS
223
Orion Portfolio Solutions
Nebraska
$4.48M -$1.29M -11,934 -22%
VFM
224
Vivid Financial Management
California
$4.31M +$2.27M +21,038 +112%
SWM
225
Spire Wealth Management
Virginia
$4.29M +$329K +3,045 +8%