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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
ACS
251
Archford Capital Strategies
Illinois
$5.6M
CM
252
Columbus Macro
Pennsylvania
$5.6M
SWM
253
SigFig Wealth Management
California
$5.57M
CAM
254
Cobblestone Asset Management
Virginia
$5.55M
ESL
255
Endurance Services Ltd
New York
$5.48M
BAM
256
Belpointe Asset Management
Nevada
$5.47M
WA
257
Wealth Alliance
New York
$5.42M
WIA
258
World Investment Advisors
California
$5.4M
FAT
259
First American Trust
California
$5.39M
EP
260
Essential Planning
New Hampshire
$5.36M
Betterment LLC
261
Betterment LLC
New York
$5.33M
GWA
262
Genesis Wealth Advisors
Massachusetts
$5.29M
LWM
263
Liberty Wealth Management
California
$5.29M
OAM
264
Oppenheimer Asset Management
New York
$5.28M
BWAM
265
Boyd Watterson Asset Management
Ohio
$5.2M
JE
266
JMAC Enterprises
Pennsylvania
$5.03M
CL
267
Choreo LLC
Illinois
$4.99M
TIM
268
Tortoise Investment Management
New York
$4.94M
SFA
269
Sequoia Financial Advisors
Ohio
$4.86M
JSL
270
JT Stratford LLC
Georgia
$4.86M
AR
271
Apeiron RIA
Texas
$4.81M
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$4.8M
TVM
273
True Vision MN
Minnesota
$4.8M
BPA
274
Beacon Pointe Advisors
California
$4.77M
IA
275
Inspire Advisors
Idaho
$4.76M