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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPW
326
Endeavor Private Wealth
Kansas
$3.03M +$360K +3,829 +13%
FA
327
Fedenia Advisers
Wisconsin
$3.02M -$6.95K -74 -0.2%
BA
328
Bristlecone Advisors
Washington
$2.99M +$925K +9,855 +45%
CCM
329
Crabel Capital Management
California
$2.98M +$1.13M +12,053 +61%
CWM
330
Centurion Wealth Management
Virginia
$2.94M -$414K -4,406 -12%
BFM
331
Boothbay Fund Management
New York
$2.93M +$2.93M +31,250 New
CWA
332
Centennial Wealth Advisory
Michigan
$2.91M -$715K -7,610 -20%
JCM
333
Jacobi Capital Management
Pennsylvania
$2.91M +$155K +1,652 +6%
CIA
334
Concurrent Investment Advisors
Florida
$2.89M +$1.05M +11,194 +57%
IWM
335
IHT Wealth Management
Illinois
$2.89M -$207K -2,205 -7%
SC
336
Sierra Capital
Florida
$2.87M – – –
MLA
337
My Legacy Advisors
Oregon
$2.83M +$336K +3,605 +13%
SL
338
SWMG LLC
Texas
$2.82M -$2.33M -25,103 -45%
EWA
339
EP Wealth Advisors
California
$2.81M +$1.83M +19,540 +187%
SCA
340
Snowden Capital Advisors
New York
$2.76M -$176K -1,870 -6%
BIA
341
Bigelow Investment Advisors
Maine
$2.74M +$795K +8,469 +41%
HCP
342
Hexagon Capital Partners
Arkansas
$2.7M +$245K +2,606 +10%
YWM
343
Yukon Wealth Management
Kansas
$2.68M -$354K -3,775 -12%
UF
344
Univest Financial
Pennsylvania
$2.66M +$241K +2,564 +10%
TWM
345
Tradition Wealth Management
Minnesota
$2.62M -$67.1K -715 -3%
SWP
346
Stratos Wealth Partners
Ohio
$2.61M -$280K -2,979 -10%
TW
347
TritonPoint Wealth
Maryland
$2.6M -$2.44K -26 -0.1%
FA
348
Fermata Advisors
California
$2.59M +$213K +2,268 +9%
QPWM
349
Quadrant Private Wealth Management
Pennsylvania
$2.55M +$295K +3,146 +13%
VCP
350
Verus Capital Partners
Arizona
$2.53M +$422K +4,491 +20%
12 13
14
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