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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
KOCAA
301
Knights of Columbus Asset Advisors
Connecticut
$4.16M
ASN
302
Advisory Services Network
Georgia
$4.15M
AWM
303
Apollon Wealth Management
South Carolina
$4.13M
WP
304
WealthShield Partners
North Carolina
$4.08M
CAG
305
Csenge Advisory Group
Florida
$4.03M
AP
306
Advisors Preferred
Maryland
$4.02M
PG
307
Proffitt & Goodson
Tennessee
$4M
SA
308
Sunesis Advisors
Kansas
$3.98M
IWS
309
Insight Wealth Strategies
California
$3.96M
DWM
310
Diversify Wealth Management
Utah
$3.88M
CLGM
311
Capitolis Liquid Global Markets
New York
$3.86M
FA
312
Fermata Advisors
California
$3.81M
OCA
313
OpenArc Corporate Advisory
Georgia
$3.8M
MYIA
314
Mount Yale Investment Advisors
Colorado
$3.78M
MA
315
Mutual Advisors
Nebraska
$3.69M
MAM
316
MMA Asset Management
Pennsylvania
$3.67M
EPW
317
Endeavor Private Wealth
Kansas
$3.65M
JWM
318
JGP Wealth Management
Oregon
$3.65M
UF
319
Univest Financial
Pennsylvania
$3.6M
TF
320
TME Financial
California
$3.58M
BIA
321
Bigelow Investment Advisors
Maine
$3.56M
TIM
322
Tortoise Investment Management
New York
$3.52M
JCM
323
Jacobi Capital Management
Pennsylvania
$3.48M
IAA
324
Independent Advisor Alliance
North Carolina
$3.43M
S
325
Sachetta
Massachusetts
$3.38M