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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
SAW
276
Signal Advisors Wealth
Michigan
$5.22M
IA
277
Inspire Advisors
Idaho
$5.16M
EP
278
Essential Planning
New Hampshire
$5.09M
LWM
279
Liberty Wealth Management
California
$5.06M
CL
280
Choreo LLC
Illinois
$5.05M
RAM
281
Riggs Asset Management
Pennsylvania
$5.03M
CWS
282
Cypress Wealth Services
California
$4.97M
TVM
283
True Vision MN
Minnesota
$4.92M
MFA
284
Mayflower Financial Advisors
Massachusetts
$4.91M
PA
285
Parallel Advisors
California
$4.9M
CWAI
286
Core Wealth Advisors (Indiana)
Indiana
$4.84M
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$4.82M
MCM
288
Monument Capital Management
Virginia
$4.78M
WWA
289
WCG Wealth Advisors
Nevada
$4.55M
OAM
290
Oppenheimer Asset Management
New York
$4.53M
C1AG
291
Client 1st Advisory Group
Florida
$4.47M
SFP
292
Shepherd Financial Partners
Massachusetts
$4.44M
DF
293
Daviman Financial
Indiana
$4.4M
CCM
294
Crabel Capital Management
California
$4.37M
IAN
295
Integrated Advisors Network
Texas
$4.33M
AAP
296
Arax Advisory Partners
Colorado
$4.33M
Jones Financial Companies
297
Jones Financial Companies
Missouri
$4.31M
SW
298
Simplicity Wealth
New Jersey
$4.25M
SA
299
Sovran Advisors
California
$4.23M
FFN
300
Focus Financial Network
Minnesota
$4.17M