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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
5W
351
5T Wealth
California
$2.5M -$8.73K -93 -0.3%
BFG
352
Buttonwood Financial Group
Missouri
$2.5M +$18.7K +202 +0.8%
OC
353
Oarsman Capital
Wisconsin
$2.49M +$12.3K +131 +0.5%
AA
354
ArborFi Advisors
Michigan
$2.47M -$22.6K -241 -0.9%
HPM
355
Hoxton Planning & Management
West Virginia
$2.44M +$1.31K +14 +0.1%
BWMG
356
Barnes Wealth Management Group
California
$2.42M +$11.8K +126 +0.5%
SCM
357
Saxony Capital Management
Missouri
$2.39M +$431K +4,595 +22%
CCA
358
Cobblestone Capital Advisors
New York
$2.38M +$384K +4,094 +19%
Brown Advisory
359
Brown Advisory
Maryland
$2.37M +$16.3K +174 +0.7%
DFC
360
DB Fitzpatrick & Co
Idaho
$2.37M -$30.9K -329 -1%
WTB
361
Washington Trust Bank
Washington
$2.33M – – –
WIM
362
WealthPlan Investment Management
Nebraska
$2.29M +$2.29M +24,342 New
MYIA
363
Mount Yale Investment Advisors
Colorado
$2.28M +$353K +3,760 +18%
BBA
364
Braun-Bostich & Associates
Pennsylvania
$2.28M +$52.5K +559 +2%
VHAM
365
Van Hulzen Asset Management
California
$2.27M +$51.4K +547 +2%
DWM
366
DecisionMap Wealth Management
Virginia
$2.27M -$22.8K -243 -1%
IA
367
IFP Advisors
Florida
$2.25M +$278K +2,959 +14%
FHA
368
Flagship Harbor Advisors
Massachusetts
$2.23M +$366K +3,893 +20%
Citigroup
369
Citigroup
New York
$2.23M -$7.72M -82,205 -78%
CAM
370
Cresset Asset Management
Illinois
$2.17M -$265K -2,823 -11%
CB
371
Community Bank
New York
$2.16M +$541K +5,763 +33%
AWA
372
Arkadios Wealth Advisors
Georgia
$2.16M -$171K -1,818 -7%
CFD
373
Creative Financial Designs
Indiana
$2.12M -$277K -2,946 -12%
TPA
374
Trivium Point Advisory
Connecticut
$2.09M +$615K +6,553 +42%
MPW
375
MA Private Wealth
California
$2.09M -$101K -1,075 -5%
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