MBB icon

iShares MBS ETF

925 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 404 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
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
PFG
251
PAX Financial Group
Texas
$6.24M
BFG
252
Beacon Financial Group
Texas
$6.24M
BHWM
253
Bay Harbor Wealth Management
Maryland
$6.2M
Capital International Investors
254
Capital International Investors
California
$6.13M
OL
255
Optas LLC
Texas
$6.01M
MC
256
Meteora Capital
Florida
$5.87M
FPCP
257
Fort Point Capital Partners
California
$5.77M
CM
258
Columbus Macro
Pennsylvania
$5.69M
FAT
259
First American Trust
California
$5.53M
KFSC
260
Keystone Financial Services (Colorado)
Colorado
$5.52M
BAM
261
Belpointe Asset Management
Nevada
$5.48M
MWM
262
McNaughton Wealth Management
California
$5.43M
ESL
263
Endurance Services Ltd
New York
$5.4M
BWAM
264
Boyd Watterson Asset Management
Ohio
$5.36M
Betterment LLC
265
Betterment LLC
New York
$5.35M
OAM
266
Oppenheimer Asset Management
New York
$5.32M
EP
267
Essential Planning
New Hampshire
$5.31M
CAM
268
Cobblestone Asset Management
Virginia
$5.27M
WIA
269
World Investment Advisors
California
$5.26M
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$5.21M
GWA
271
Genesis Wealth Advisors
Massachusetts
$5.19M
SWM
272
SigFig Wealth Management
California
$5.18M
Legacy Financial Group (Iowa)
273
Legacy Financial Group (Iowa)
Iowa
$5.13M
WA
274
Wealth Alliance
New York
$5.1M
CAL
275
Capital Analysts LLC
Pennsylvania
$5.09M