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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNC
326
Citizens & Northern Corp
Pennsylvania
$3.37M
ATS
327
Ashton Thomas Securities
New York
$3.34M
RFG
328
Range Financial Group
Oregon
$3.3M
CWM
329
Centurion Wealth Management
Virginia
$3.27M
MWM
330
Mosley Wealth Management
California
$3.26M
DLCIG
331
D.L. Carlson Investment Group
New Hampshire
$3.25M
HCP
332
Hexagon Capital Partners
Arkansas
$3.25M
TPA
333
Trivium Point Advisory
Connecticut
$3.22M
SFA
334
Sequoia Financial Advisors
Ohio
$3.21M
FA
335
Fedenia Advisers
Wisconsin
$3.19M
CWA
336
Centennial Wealth Advisory
Michigan
$3.18M
NGA
337
Naples Global Advisors
Florida
$3.11M
DAS
338
Diversify Advisory Services
Utah
$3.11M
MOS
339
MGO One Seven
Ohio
$3.1M
5W
340
5T Wealth
California
$3.09M
AWA
341
Arkadios Wealth Advisors
Georgia
$3.02M
ACA
342
Aptus Capital Advisors
Alabama
$3M
BLFG
343
Brian Low Financial Group
Louisiana
$2.97M
TPCW
344
TD Private Client Wealth
New York
$2.93M
IAS
345
Integrity Advisory Solutions
Texas
$2.93M
JIR
346
James Investment Research
Ohio
$2.92M
QPWM
347
Quadrant Private Wealth Management
Pennsylvania
$2.91M
HPM
348
Hoxton Planning & Management
West Virginia
$2.9M
CPG
349
Cornerstone Planning Group
New Jersey
$2.86M
SCA
350
Snowden Capital Advisors
New York
$2.85M