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iShares MBS ETF

915 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, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
226
Impact Partnership Wealth
Georgia
$7.65M -$446K -4,755 -6%
First Trust Advisors
227
First Trust Advisors
Illinois
$7.64M -$415K -4,421 -5%
WFI
228
West Family Investments
California
$7.61M
FM
229
Foster & Motley
Ohio
$7.57M +$761K +8,109 +11%
MYAM
230
Meiji Yasuda Asset Management
Japan
$7.49M +$104K +1,112 +1%
CSP
231
Cary Street Partners
Virginia
$7.42M -$37.6K -400 -0.5%
AA
232
Ancora Advisors
Ohio
$7.13M +$566K +6,029 +9%
SFG
233
Snider Financial Group
Washington
$7.02M +$69.4K +739 +1%
AIA
234
Alternative Investment Advisors
Florida
$6.94M -$286K -3,047 -4%
SPIA
235
Steward Partners Investment Advisory
New York
$6.85M +$645K +6,868 +10%
LCC
236
Lincoln Capital Corp
Rhode Island
$6.8M +$46.6K +496 +0.7%
TIM
237
Tortoise Investment Management
New York
$6.65M -$688K -7,330 -9%
RIA
238
Regal Investment Advisors
Michigan
$6.63M -$39.9K -425 -0.6%
VFA
239
Voya Financial Advisors
Connecticut
$6.57M -$213K -2,275 -3%
WCM
240
Winthrop Capital Management
Indiana
$6.55M -$314K -3,347 -5%
PCIA
241
Prime Capital Investment Advisors
Kansas
$6.46M -$2.24M -23,860 -26%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$6.44M +$1.5M +15,953 +30%
CWM
243
Congress Wealth Management
Massachusetts
$6.38M +$1.45M +15,495 +30%
LA
244
Lindenwold Advisors
Pennsylvania
$6.36M +$680K +7,238 +12%
MERSOM
245
Municipal Employees' Retirement System of Michigan
Michigan
$6.34M
SVWG
246
Shared Vision Wealth Group
United States
$6.28M +$454K +4,883 +8%
HCA
247
Heck Capital Advisors
Wisconsin
$6.28M +$6.28M +66,928 New
LG
248
Leuthold Group
Minnesota
$6.27M +$575K +6,124 +10%
PA
249
Parkside Advisors
California
$6.25M +$32.8K +349 +0.5%
PFG
250
PAX Financial Group
Texas
$6.24M -$778K -8,283 -11%