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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
RF
351
RHS Financial
California
$2.62M
GM
352
GeoWealth Management
Illinois
$2.6M
JWM
353
JGP Wealth Management
Oregon
$2.58M
SL
354
SWMG LLC
Texas
$2.57M
M1FG
355
Mach-1 Financial Group
Arkansas
$2.57M
IAS
356
Integrity Advisory Solutions
Texas
$2.57M
PTC
357
Private Trust Company
Ohio
$2.55M
CPG
358
Cornerstone Planning Group
New Jersey
$2.53M
AA
359
ArborFi Advisors
Michigan
$2.51M
OL
360
Optas LLC
Texas
$2.5M
TWM
361
Tradition Wealth Management
Minnesota
$2.49M
CFGF
362
Compass Financial Group (Florida)
Florida
$2.48M
BWMG
363
Barnes Wealth Management Group
California
$2.45M
BBA
364
Braun-Bostich & Associates
Pennsylvania
$2.41M
Citigroup
365
Citigroup
New York
$2.41M
ANBOT
366
American National Bank of Texas
Texas
$2.39M
IA
367
IFP Advisors
Florida
$2.38M
WTB
368
Washington Trust Bank
Washington
$2.37M
DWM
369
DecisionMap Wealth Management
Virginia
$2.36M
DFC
370
DB Fitzpatrick & Co
Idaho
$2.35M
CFD
371
Creative Financial Designs
Indiana
$2.34M
VFA
372
Voya Financial Advisors
Connecticut
$2.33M
KV
373
Kickstand Ventures
New York
$2.27M
VHAM
374
Van Hulzen Asset Management
California
$2.27M
WA
375
Waverly Advisors
Alabama
$2.26M