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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
276
Liberty Wealth Management
California
$5.01M +$5.01M +53,316 New
IA
277
Inspire Advisors
Idaho
$4.96M +$804K +8,568 +19%
MCWS
278
McKinley Carter Wealth Services
West Virginia
$4.76M -$56.6K -603 -1%
PFA
279
Pettinga Financial Advisors
Indiana
$4.72M +$182K +1,942 +4%
WWA
280
WCG Wealth Advisors
Nevada
$4.68M -$91.4K -973 -2%
JE
281
JMAC Enterprises
Pennsylvania
$4.66M +$498K +5,302 +12%
QFA
282
Quattro Financial Advisors
Texas
$4.65M +$1.83M +19,458 +65%
IAN
283
Integrated Advisors Network
Texas
$4.59M -$972K -10,348 -17%
GC
284
Guggenheim Capital
Illinois
$4.55M -$2.19M -23,362 -33%
ATPW
285
Ashton Thomas Private Wealth
Arizona
$4.53M +$392K +4,178 +9%
TVM
286
True Vision MN
Minnesota
$4.49M -$25.4K -271 -0.6%
GL
287
Graypoint LLC
New York
$4.31M +$50.2K +535 +1%
SFA
288
Sequoia Financial Advisors
Ohio
$4.31M -$80.7K -859 -2%
CWS
289
Cypress Wealth Services
California
$4.27M +$184K +1,963 +5%
SFA
290
Semmax Financial Advisors
North Carolina
$4.26M +$160K +1,714 +4%
SAW
291
Signal Advisors Wealth
Michigan
$4.24M -$1.03M -10,951 -20%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$4.18M -$187K -1,995 -4%
SFP
293
Shepherd Financial Partners
Massachusetts
$4.11M +$200K +2,134 +5%
MFA
294
Mayflower Financial Advisors
Massachusetts
$4.06M +$534K +5,684 +15%
PG
295
Proffitt & Goodson
Tennessee
$4.03M -$122K -1,303 -3%
FMI
296
F/M Investments
District of Columbia
$3.99M +$3.66M +38,945 +1,089%
AR
297
Apeiron RIA
Texas
$3.98M +$270K +2,873 +7%
FFN
298
Focus Financial Network
Minnesota
$3.96M +$95.3K +1,015 +2%
ASN
299
Advisory Services Network
Georgia
$3.94M +$126K +1,358 +3%
IWS
300
Insight Wealth Strategies
California
$3.87M -$98.2K -1,051 -2%
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