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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
BFM
251
Boothbay Fund Management
New York
$6.42M
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$6.32M
RAM
253
Resona Asset Management
Japan
$6.2M
WCM
254
Winthrop Capital Management
Indiana
$6.2M
PFA
255
Pettinga Financial Advisors
Indiana
$6.19M
KFSC
256
Keystone Financial Services (Colorado)
Colorado
$6.14M
PCIA
257
Prime Capital Investment Advisors
Kansas
$6.07M
AWM
258
Aureum Wealth Management
Florida
$6.07M
VHAM
259
Van Hulzen Asset Management
California
$6M
CM
260
Columbus Macro
Pennsylvania
$5.97M
ACS
261
Archford Capital Strategies
Illinois
$5.9M
CAM
262
Cobblestone Asset Management
Virginia
$5.82M
RCS
263
Retirement Capital Strategies
California
$5.81M
WA
264
Wealth Alliance
New York
$5.81M
Legacy Financial Group (Iowa)
265
Legacy Financial Group (Iowa)
Iowa
$5.8M
CAL
266
Capital Analysts LLC
Pennsylvania
$5.79M
MWM
267
McNaughton Wealth Management
California
$5.72M
CIA
268
Concurrent Investment Advisors
Florida
$5.7M
SWM
269
SigFig Wealth Management
California
$5.68M
CI Investments Inc
270
CI Investments Inc
Ontario, Canada
$5.66M
BAM
271
Belpointe Asset Management
Nevada
$5.66M
IFG
272
Independent Financial Group
California
$5.62M
Betterment LLC
273
Betterment LLC
New York
$5.43M
GWA
274
Genesis Wealth Advisors
Massachusetts
$5.35M
JE
275
JMAC Enterprises
Pennsylvania
$5.35M