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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
TPA
326
Trivium Point Advisory
Connecticut
$2.86M
ACA
327
Aptus Capital Advisors
Alabama
$2.86M
SWP
328
Stratos Wealth Partners
Ohio
$2.82M
SC
329
Sierra Capital
Florida
$2.8M
HPM
330
Hoxton Planning & Management
West Virginia
$2.78M
AWA
331
Arkadios Wealth Advisors
Georgia
$2.76M
VCP
332
Verus Capital Partners
Arizona
$2.75M
QPWM
333
Quadrant Private Wealth Management
Pennsylvania
$2.71M
DLCIG
334
D.L. Carlson Investment Group
New Hampshire
$2.7M
EP
335
Edgestream Partners
New Jersey
$2.68M
MAM
336
MMA Asset Management
Pennsylvania
$2.68M
FHA
337
Flagship Harbor Advisors
Massachusetts
$2.67M
BFG
338
Buttonwood Financial Group
Missouri
$2.66M
NGA
339
Naples Global Advisors
Florida
$2.65M
TW
340
TritonPoint Wealth
Maryland
$2.64M
CCA
341
Cobblestone Capital Advisors
New York
$2.63M
YWM
342
Yukon Wealth Management
Kansas
$2.63M
TW
343
Trajan Wealth
Arizona
$2.62M
RF
344
RHS Financial
California
$2.62M
GM
345
GeoWealth Management
Illinois
$2.6M
JWM
346
JGP Wealth Management
Oregon
$2.58M
SL
347
SWMG LLC
Texas
$2.57M
M1FG
348
Mach-1 Financial Group
Arkansas
$2.57M
IAS
349
Integrity Advisory Solutions
Texas
$2.57M
PTC
350
Private Trust Company
Ohio
$2.55M