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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 398 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
12.43%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
0.9%
New
109
Increased
318
Reduced
398
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
$268M
2
LPL Financial
LPL Financial
California
$2.28B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.97B
4
UBS AM
UBS AM
Illinois
$98.7M
5
Jane Street
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.86B
2
EP
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
RWA Wealth Partners
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
226
PAX Financial Group
Texas
$7.01M -$1M -10,675 -12%
SFG
227
Snider Financial Group
Washington
$6.94M +$408K +4,351 +6%
AWMT
228
AAFMAA Wealth Management & Trust
North Carolina
$6.88M +$169K +1,803 +3%
WCM
229
Winthrop Capital Management
Indiana
$6.86M +$1.69K +18 +0%
FM
230
Foster & Motley
Ohio
$6.8M +$2.5M +26,681 +58%
VFA
231
Voya Financial Advisors
Connecticut
$6.79M -$1.98M -21,186 -23%
SA
232
Scarborough Advisors
Maryland
$6.79M +$309K +3,293 +5%
LCC
233
Lincoln Capital Corp
Rhode Island
$6.75M -$59.3K -632 -0.9%
GC
234
Guggenheim Capital
Illinois
$6.73M -$2.22M -23,723 -25%
RIA
235
Regal Investment Advisors
Michigan
$6.66M -$1.29M -13,748 -16%
BHWM
236
Bay Harbor Wealth Management
Maryland
$6.57M -$106K -1,126 -2%
AA
237
Ancora Advisors
Ohio
$6.56M +$701K +7,479 +12%
ARC
238
Advisor Resource Council
Texas
$6.43M +$5.92M +65,192 +1,175%
OL
239
Optas LLC
Texas
$6.35M -$447K -4,769 -7%
MERSOM
240
Municipal Employees' Retirement System of Michigan
Michigan
$6.34M +$2.21M +23,580 +54%
SAM
241
Smartleaf Asset Management
Massachusetts
$6.29M +$5.6M +59,751 +805%
PA
242
Parkside Advisors
California
$6.21M -$162K -1,724 -3%
SPIA
243
Steward Partners Investment Advisory
New York
$6.2M -$1.63M -17,422 -21%
DL
244
DOHJ LLC
Washington
$6.11M +$1.27M +13,542 +26%
Capital International Investors
245
Capital International Investors
California
$6.02M -$211K -2,245 -3%
CL
246
Choreo LLC
Illinois
$5.92M -$961K -10,250 -14%
SVWG
247
Shared Vision Wealth Group
United States
$5.87M -$499K -5,325 -8%
BFG
248
Beacon Financial Group
Texas
$5.82M +$64.5K +688 +1%
NCM
249
Northwest Capital Management
Oregon
$5.78M +$608K +6,479 +12%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$5.75M +$320K +3,415 +6%
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