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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Apollon Wealth Management
South Carolina
$3.07M
TF
327
TME Financial
California
$3.03M
EPW
328
Endeavor Private Wealth
Kansas
$3.03M
FA
329
Fedenia Advisers
Wisconsin
$3.02M
BA
330
Bristlecone Advisors
Washington
$2.99M
CCM
331
Crabel Capital Management
California
$2.98M
CWM
332
Centurion Wealth Management
Virginia
$2.94M
BFM
333
Boothbay Fund Management
New York
$2.93M
CWA
334
Centennial Wealth Advisory
Michigan
$2.91M
JCM
335
Jacobi Capital Management
Pennsylvania
$2.91M
CIA
336
Concurrent Investment Advisors
Florida
$2.89M
IWM
337
IHT Wealth Management
Illinois
$2.89M
SC
338
Sierra Capital
Florida
$2.87M
MLA
339
My Legacy Advisors
Oregon
$2.83M
SL
340
SWMG LLC
Texas
$2.82M
EWA
341
EP Wealth Advisors
California
$2.81M
SCA
342
Snowden Capital Advisors
New York
$2.76M
BIA
343
Bigelow Investment Advisors
Maine
$2.74M
HCP
344
Hexagon Capital Partners
Arkansas
$2.7M
YWM
345
Yukon Wealth Management
Kansas
$2.68M
UF
346
Univest Financial
Pennsylvania
$2.66M
TWM
347
Tradition Wealth Management
Minnesota
$2.62M
SWP
348
Stratos Wealth Partners
Ohio
$2.61M
TW
349
TritonPoint Wealth
Maryland
$2.6M
FA
350
Fermata Advisors
California
$2.59M