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iShares MBS ETF

913 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 398 increasing their positions, 308 reducing their positions, and 81 closing their positions.

Holders
913
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.77%
New
96
Increased
398
Reduced
308
Closed
81
Calls
$7.18M
Puts
$563K
Net Calls
+$6.62M
Net Calls Change
-$46.7M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.04B 64,329,626 +1,796,449 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.74B 50,495,054 -259,620 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.51B 26,767,449 +153,806 +0.6%
LPL Financial
4
LPL Financial
California
$2.38B 25,351,019 +1,088,417 +4%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$2.25B 23,964,909 +18,631,536 +349%
Fisher Asset Management
6
Fisher Asset Management
Washington
$2B 21,297,627 +254,658 +1%
Ameriprise
7
Ameriprise
Minnesota
$1.31B 14,005,560 -257,295 -2%
Morgan Stanley
8
Morgan Stanley
New York
$863M 9,190,226 +789,697 +9%
Barclays
9
Barclays
United Kingdom
$405M 4,310,047 +4,310,047 New
Stifel Financial
10
Stifel Financial
Missouri
$373M 3,970,996 +254,425 +7%
Truist Financial
11
Truist Financial
North Carolina
$343M 3,648,836 -3,016 -0.1%
AF
12
Allworth Financial
California
$291M 3,101,316 +50,059 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$288M 3,068,934 -106,806 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$274M 2,916,723 -22,803 -0.8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$269M 2,869,531 +1,136,810 +66%
RH
16
RenaissanceRe Holdings
Bermuda
$268M 2,855,431
Wells Fargo
17
Wells Fargo
California
$242M 2,580,987 +35,073 +1%
BlackRock
18
BlackRock
New York
$218M 2,318,040 -1,175 -0.1%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$213M 2,269,439 -2,511,025 -53%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$182M 1,937,822 -81,970 -4%
SEI Investments
21
SEI Investments
Pennsylvania
$182M 1,935,421 -112,091 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$179M 1,909,544 +95,805 +5%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$177M 1,887,625 -194,087 -9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$176M 1,869,787 +6,254 +0.3%
MWA
25
Midland Wealth Advisors
Illinois
$174M 1,857,285 +31,968 +2%