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iShares MBS ETF

920 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
MWM
251
McNaughton Wealth Management
California
$5.71M
KFSC
252
Keystone Financial Services (Colorado)
Colorado
$5.71M
Legacy Financial Group (Iowa)
253
Legacy Financial Group (Iowa)
Iowa
$5.68M
CAL
254
Capital Analysts LLC
Pennsylvania
$5.67M
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$5.66M
ACS
256
Archford Capital Strategies
Illinois
$5.6M
CM
257
Columbus Macro
Pennsylvania
$5.6M
SWM
258
SigFig Wealth Management
California
$5.57M
CAM
259
Cobblestone Asset Management
Virginia
$5.55M
ESL
260
Endurance Services Ltd
New York
$5.48M
BAM
261
Belpointe Asset Management
Nevada
$5.47M
WA
262
Wealth Alliance
New York
$5.42M
WIA
263
World Investment Advisors
California
$5.4M
FAT
264
First American Trust
California
$5.39M
EP
265
Essential Planning
New Hampshire
$5.36M
Betterment LLC
266
Betterment LLC
New York
$5.33M
GWA
267
Genesis Wealth Advisors
Massachusetts
$5.29M
LWM
268
Liberty Wealth Management
California
$5.29M
OAM
269
Oppenheimer Asset Management
New York
$5.28M
BWAM
270
Boyd Watterson Asset Management
Ohio
$5.2M
JE
271
JMAC Enterprises
Pennsylvania
$5.03M
CL
272
Choreo LLC
Illinois
$4.99M
TIM
273
Tortoise Investment Management
New York
$4.94M
SFA
274
Sequoia Financial Advisors
Ohio
$4.86M
JSL
275
JT Stratford LLC
Georgia
$4.86M