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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parkside Advisors
California
$6.25M
PFG
252
PAX Financial Group
Texas
$6.24M
BFG
253
Beacon Financial Group
Texas
$6.24M
BHWM
254
Bay Harbor Wealth Management
Maryland
$6.2M
Capital International Investors
255
Capital International Investors
California
$6.13M
OL
256
Optas LLC
Texas
$6.01M
MC
257
Meteora Capital
Florida
$5.87M
FPCP
258
Fort Point Capital Partners
California
$5.77M
CM
259
Columbus Macro
Pennsylvania
$5.69M
FAT
260
First American Trust
California
$5.53M
KFSC
261
Keystone Financial Services (Colorado)
Colorado
$5.52M
BAM
262
Belpointe Asset Management
Nevada
$5.48M
MWM
263
McNaughton Wealth Management
California
$5.43M
ESL
264
Endurance Services Ltd
New York
$5.4M
BWAM
265
Boyd Watterson Asset Management
Ohio
$5.36M
Betterment LLC
266
Betterment LLC
New York
$5.35M
OAM
267
Oppenheimer Asset Management
New York
$5.32M
EP
268
Essential Planning
New Hampshire
$5.31M
CAM
269
Cobblestone Asset Management
Virginia
$5.27M
WIA
270
World Investment Advisors
California
$5.26M
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$5.21M
GWA
272
Genesis Wealth Advisors
Massachusetts
$5.19M
SWM
273
SigFig Wealth Management
California
$5.18M
Legacy Financial Group (Iowa)
274
Legacy Financial Group (Iowa)
Iowa
$5.13M
WA
275
Wealth Alliance
New York
$5.1M