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iShares MBS ETF

925 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 404 increasing their positions, 311 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
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
301
Insight Wealth Strategies
California
$3.87M
CAG
302
Csenge Advisory Group
Florida
$3.86M
Jones Financial Companies
303
Jones Financial Companies
Missouri
$3.82M
NCM
304
Northwest Capital Management
Oregon
$3.82M
WP
305
WealthShield Partners
North Carolina
$3.8M
VAS
306
Vestmark Advisory Solutions
Massachusetts
$3.73M
SA
307
Sovran Advisors
California
$3.69M
KV
308
Kickstand Ventures
New York
$3.66M
RAM
309
Riggs Asset Management
Pennsylvania
$3.57M
ATS
310
Ashton Thomas Securities
New York
$3.54M
AWA
311
ARQ Wealth Advisors
Arizona
$3.51M
C1AG
312
Client 1st Advisory Group
Florida
$3.47M
IAA
313
Independent Advisor Alliance
North Carolina
$3.46M
MA
314
Mutual Advisors
Nebraska
$3.46M
SXL
315
Summit X LLC
Missouri
$3.38M
B
316
Bailard
California
$3.38M
PA
317
Parallel Advisors
California
$3.36M
TW
318
Trajan Wealth
Arizona
$3.33M
S
319
Sachetta
Massachusetts
$3.27M
CNC
320
Citizens & Northern Corp
Pennsylvania
$3.23M
PTC
321
Private Trust Company
Ohio
$3.22M
BLFG
322
Brian Low Financial Group
Louisiana
$3.13M
JIR
323
James Investment Research
Ohio
$3.13M
FHA
324
First Horizon Advisors
Tennessee
$3.12M
AWM
325
Apollon Wealth Management
South Carolina
$3.07M