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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
UF
326
Univest Financial
Pennsylvania
$3.08M
HCP
327
Hexagon Capital Partners
Arkansas
$3.05M
CWA
328
Centennial Wealth Advisory
Michigan
$3.05M
BLFG
329
Brian Low Financial Group
Louisiana
$3.02M
FA
330
Fedenia Advisers
Wisconsin
$3M
SCA
331
Snowden Capital Advisors
New York
$2.9M
5W
332
5T Wealth
California
$2.87M
TPA
333
Trivium Point Advisory
Connecticut
$2.86M
ACA
334
Aptus Capital Advisors
Alabama
$2.86M
SWP
335
Stratos Wealth Partners
Ohio
$2.82M
SC
336
Sierra Capital
Florida
$2.8M
HPM
337
Hoxton Planning & Management
West Virginia
$2.78M
AWA
338
Arkadios Wealth Advisors
Georgia
$2.76M
VCP
339
Verus Capital Partners
Arizona
$2.75M
QPWM
340
Quadrant Private Wealth Management
Pennsylvania
$2.71M
DLCIG
341
D.L. Carlson Investment Group
New Hampshire
$2.7M
EP
342
Edgestream Partners
New Jersey
$2.68M
MAM
343
MMA Asset Management
Pennsylvania
$2.68M
FHA
344
Flagship Harbor Advisors
Massachusetts
$2.67M
BFG
345
Buttonwood Financial Group
Missouri
$2.66M
NGA
346
Naples Global Advisors
Florida
$2.65M
TW
347
TritonPoint Wealth
Maryland
$2.64M
CCA
348
Cobblestone Capital Advisors
New York
$2.63M
YWM
349
Yukon Wealth Management
Kansas
$2.63M
TW
350
Trajan Wealth
Arizona
$2.62M