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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 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
52
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
PG
301
Proffitt & Goodson
Tennessee
$4.02M
WP
302
WealthShield Partners
North Carolina
$3.95M
IWS
303
Insight Wealth Strategies
California
$3.92M
IAA
304
Independent Advisor Alliance
North Carolina
$3.91M
PA
305
Parallel Advisors
California
$3.9M
SA
306
Sunesis Advisors
Kansas
$3.87M
BA
307
Bristlecone Advisors
Washington
$3.85M
SA
308
Sovran Advisors
California
$3.81M
ASN
309
Advisory Services Network
Georgia
$3.77M
FA
310
Fermata Advisors
California
$3.77M
MA
311
Mutual Advisors
Nebraska
$3.66M
C1AG
312
Client 1st Advisory Group
Florida
$3.64M
CAG
313
Csenge Advisory Group
Florida
$3.54M
ATS
314
Ashton Thomas Securities
New York
$3.3M
CNC
315
Citizens & Northern Corp
Pennsylvania
$3.27M
CIA
316
Concurrent Investment Advisors
Florida
$3.24M
EPW
317
Endeavor Private Wealth
Kansas
$3.23M
TF
318
TME Financial
California
$3.21M
S
319
Sachetta
Massachusetts
$3.21M
B
320
Bailard
California
$3.16M
BIA
321
Bigelow Investment Advisors
Maine
$3.16M
CWM
322
Centurion Wealth Management
Virginia
$3.15M
MYIA
323
Mount Yale Investment Advisors
Colorado
$3.14M
JIR
324
James Investment Research
Ohio
$3.11M
JCM
325
Jacobi Capital Management
Pennsylvania
$3.1M