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iShares MBS ETF

926 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, 404 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
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
TF
326
TME Financial
California
$3.03M
EPW
327
Endeavor Private Wealth
Kansas
$3.03M
FA
328
Fedenia Advisers
Wisconsin
$3.02M
BA
329
Bristlecone Advisors
Washington
$2.99M
CCM
330
Crabel Capital Management
California
$2.98M
CWM
331
Centurion Wealth Management
Virginia
$2.94M
BFM
332
Boothbay Fund Management
New York
$2.93M
CWA
333
Centennial Wealth Advisory
Michigan
$2.91M
JCM
334
Jacobi Capital Management
Pennsylvania
$2.91M
CIA
335
Concurrent Investment Advisors
Florida
$2.89M
IWM
336
IHT Wealth Management
Illinois
$2.89M
SC
337
Sierra Capital
Florida
$2.87M
MLA
338
My Legacy Advisors
Oregon
$2.83M
SL
339
SWMG LLC
Texas
$2.82M
EWA
340
EP Wealth Advisors
California
$2.81M
SCA
341
Snowden Capital Advisors
New York
$2.76M
BIA
342
Bigelow Investment Advisors
Maine
$2.74M
HCP
343
Hexagon Capital Partners
Arkansas
$2.7M
YWM
344
Yukon Wealth Management
Kansas
$2.68M
UF
345
Univest Financial
Pennsylvania
$2.66M
TWM
346
Tradition Wealth Management
Minnesota
$2.62M
SWP
347
Stratos Wealth Partners
Ohio
$2.61M
TW
348
TritonPoint Wealth
Maryland
$2.6M
FA
349
Fermata Advisors
California
$2.59M
QPWM
350
Quadrant Private Wealth Management
Pennsylvania
$2.55M