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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 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
52
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
BFM
251
Boothbay Fund Management
New York
$5.9M
ATPW
252
Ashton Thomas Private Wealth
Arizona
$5.85M
MWM
253
McNaughton Wealth Management
California
$5.71M
KFSC
254
Keystone Financial Services (Colorado)
Colorado
$5.71M
Legacy Financial Group (Iowa)
255
Legacy Financial Group (Iowa)
Iowa
$5.68M
CAL
256
Capital Analysts LLC
Pennsylvania
$5.67M
CI Investments Inc
257
CI Investments Inc
Ontario, Canada
$5.66M
ACS
258
Archford Capital Strategies
Illinois
$5.6M
CM
259
Columbus Macro
Pennsylvania
$5.6M
SWM
260
SigFig Wealth Management
California
$5.57M
CAM
261
Cobblestone Asset Management
Virginia
$5.55M
ESL
262
Endurance Services Ltd
New York
$5.48M
BAM
263
Belpointe Asset Management
Nevada
$5.47M
WA
264
Wealth Alliance
New York
$5.42M
WIA
265
World Investment Advisors
California
$5.4M
FAT
266
First American Trust
California
$5.39M
EP
267
Essential Planning
New Hampshire
$5.36M
Betterment LLC
268
Betterment LLC
New York
$5.33M
GWA
269
Genesis Wealth Advisors
Massachusetts
$5.29M
LWM
270
Liberty Wealth Management
California
$5.29M
OAM
271
Oppenheimer Asset Management
New York
$5.28M
BWAM
272
Boyd Watterson Asset Management
Ohio
$5.2M
JE
273
JMAC Enterprises
Pennsylvania
$5.03M
CL
274
Choreo LLC
Illinois
$4.99M
TIM
275
Tortoise Investment Management
New York
$4.94M