MBB icon

iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$2.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Beacon Financial Group
Texas
$7.57M
CSP
227
Cary Street Partners
Virginia
$7.42M
BEI
228
Benjamin Edwards Inc
Missouri
$7.31M
SFG
229
Snider Financial Group
Washington
$7.16M
LCC
230
Lincoln Capital Corp
Rhode Island
$7.01M
RIA
231
Regal Investment Advisors
Michigan
$6.85M
FWP
232
Forefront Wealth Partners
Texas
$6.82M
PFG
233
PAX Financial Group
Texas
$6.7M
SVWG
234
Shared Vision Wealth Group
United States
$6.69M
AC
235
Annandale Capital
Texas
$6.67M
PCP
236
Proficio Capital Partners
Massachusetts
$6.66M
IPW
237
Impact Partnership Wealth
Georgia
$6.64M
PCIA
238
Prime Capital Investment Advisors
Kansas
$6.59M
BHWM
239
Bay Harbor Wealth Management
Maryland
$6.52M
WCM
240
Winthrop Capital Management
Indiana
$6.51M
MERSOM
241
Municipal Employees' Retirement System of Michigan
Michigan
$6.43M
HF
242
HRT Financial
New York
$6.25M
PFA
243
Pettinga Financial Advisors
Indiana
$6.11M
FPCP
244
Fort Point Capital Partners
California
$6.07M
BFM
245
Boothbay Fund Management
New York
$5.9M
ATPW
246
Ashton Thomas Private Wealth
Arizona
$5.85M
MWM
247
McNaughton Wealth Management
California
$5.71M
KFSC
248
Keystone Financial Services (Colorado)
Colorado
$5.71M
CAL
249
Capital Analysts LLC
Pennsylvania
$5.67M
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$5.66M