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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LG
226
Leuthold Group
Minnesota
$7.8M
RA
227
Rational Advisors
New York
$7.79M
BF
228
Blankinship & Foster
California
$7.78M
WFI
229
West Family Investments
California
$7.72M
HI
230
Harbour Investments
Wisconsin
$7.71M
MYAM
231
Meiji Yasuda Asset Management
Japan
$7.64M
PFG
232
PAX Financial Group
Texas
$7.63M
PCP
233
Proficio Capital Partners
Massachusetts
$7.45M
SFG
234
Snider Financial Group
Washington
$7.44M
SWP
235
SIMA Wealth Partners
Virginia
$7.39M
BEI
236
Benjamin Edwards Inc
Missouri
$7.35M
RIA
237
Regal Investment Advisors
Michigan
$7.32M
CSP
238
Cary Street Partners
Virginia
$7.2M
AA
239
Alesco Advisors
New York
$7.11M
FAT
240
First American Trust
California
$7.01M
MCWS
241
McKinley Carter Wealth Services
West Virginia
$6.83M
SVWG
242
Shared Vision Wealth Group
United States
$6.78M
WA
243
WBH Advisory
Maryland
$6.74M
AIA
244
Alternative Investment Advisors
Florida
$6.71M
FPCP
245
Fort Point Capital Partners
California
$6.67M
QFA
246
Quattro Financial Advisors
Texas
$6.66M
BHWM
247
Bay Harbor Wealth Management
Maryland
$6.56M
EFG
248
Elevated Financial Group
Indiana
$6.54M
ATPW
249
Ashton Thomas Private Wealth
Arizona
$6.43M
SWA
250
Sax Wealth Advisors
New Jersey
$6.43M