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iShares MBS ETF

920 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
IWS
301
Insight Wealth Strategies
California
$3.92M
IAA
302
Independent Advisor Alliance
North Carolina
$3.91M
PA
303
Parallel Advisors
California
$3.9M
SA
304
Sunesis Advisors
Kansas
$3.87M
BA
305
Bristlecone Advisors
Washington
$3.85M
SA
306
Sovran Advisors
California
$3.81M
ASN
307
Advisory Services Network
Georgia
$3.77M
FA
308
Fermata Advisors
California
$3.77M
MA
309
Mutual Advisors
Nebraska
$3.66M
C1AG
310
Client 1st Advisory Group
Florida
$3.64M
CAG
311
Csenge Advisory Group
Florida
$3.54M
ATS
312
Ashton Thomas Securities
New York
$3.3M
CNC
313
Citizens & Northern Corp
Pennsylvania
$3.27M
CIA
314
Concurrent Investment Advisors
Florida
$3.24M
EPW
315
Endeavor Private Wealth
Kansas
$3.23M
TF
316
TME Financial
California
$3.21M
S
317
Sachetta
Massachusetts
$3.21M
B
318
Bailard
California
$3.16M
BIA
319
Bigelow Investment Advisors
Maine
$3.16M
CWM
320
Centurion Wealth Management
Virginia
$3.15M
MYIA
321
Mount Yale Investment Advisors
Colorado
$3.14M
JIR
322
James Investment Research
Ohio
$3.11M
JCM
323
Jacobi Capital Management
Pennsylvania
$3.1M
UF
324
Univest Financial
Pennsylvania
$3.08M
HCP
325
Hexagon Capital Partners
Arkansas
$3.05M