MBB icon

iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
CPG
351
Cornerstone Planning Group
New Jersey
$2.53M
AA
352
ArborFi Advisors
Michigan
$2.51M
OL
353
Optas LLC
Texas
$2.5M
TWM
354
Tradition Wealth Management
Minnesota
$2.49M
CFGF
355
Compass Financial Group (Florida)
Florida
$2.48M
BWMG
356
Barnes Wealth Management Group
California
$2.45M
BBA
357
Braun-Bostich & Associates
Pennsylvania
$2.41M
Citigroup
358
Citigroup
New York
$2.41M
ANBOT
359
American National Bank of Texas
Texas
$2.39M
WTB
360
Washington Trust Bank
Washington
$2.37M
DWM
361
DecisionMap Wealth Management
Virginia
$2.36M
DFC
362
DB Fitzpatrick & Co
Idaho
$2.35M
CFD
363
Creative Financial Designs
Indiana
$2.34M
VFA
364
Voya Financial Advisors
Connecticut
$2.33M
KV
365
Kickstand Ventures
New York
$2.27M
VHAM
366
Van Hulzen Asset Management
California
$2.27M
WA
367
Waverly Advisors
Alabama
$2.26M
GC
368
Guggenheim Capital
Illinois
$2.22M
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M
GDP
370
Great Diamond Partners
Maine
$2.18M
SWP
371
ShoreHaven Wealth Partners
New Jersey
$2.18M
MOS
372
MGO One Seven
Ohio
$2.15M
BWA
373
Bestgate Wealth Advisors
Maryland
$2.14M
CC
374
Copperleaf Capital
North Carolina
$2.13M
OWCM
375
One Wealth Capital Management
Arizona
$2.13M