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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
PTC
351
Private Trust Company
Ohio
$2.82M
YWM
352
Yukon Wealth Management
Kansas
$2.76M
FHA
353
Flagship Harbor Advisors
Massachusetts
$2.74M
SC
354
Sierra Capital
Florida
$2.74M
VCP
355
Verus Capital Partners
Arizona
$2.68M
DWT
356
Dorsey & Whitney Trust
South Dakota
$2.66M
AA
357
ArborFi Advisors
Michigan
$2.66M
RIM
358
Redwood Investment Management
Arizona
$2.64M
IAS
359
Insigneo Advisory Services
Florida
$2.63M
CA
360
Chatterton & Associates
California
$2.58M
SL
361
SWMG LLC
Texas
$2.54M
CFG
362
Cassilly Financial Group
Maryland
$2.54M
SWP
363
Stratos Wealth Partners
Ohio
$2.54M
BWMG
364
Barnes Wealth Management Group
California
$2.52M
WWM
365
Western Wealth Management
Colorado
$2.52M
BBA
366
Braun-Bostich & Associates
Pennsylvania
$2.49M
TWM
367
Tradition Wealth Management
Minnesota
$2.49M
AA
368
AlphaCentric Advisors
Puerto Rico
$2.48M
CFGF
369
Compass Financial Group (Florida)
Florida
$2.46M
KV
370
Kickstand Ventures
New York
$2.45M
EWA
371
EP Wealth Advisors
California
$2.41M
FCBT
372
First Citizens Bank & Trust
North Carolina
$2.41M
IA
373
IFP Advisors
Florida
$2.4M
GWP
374
Gateway Wealth Partners
Wisconsin
$2.38M
WTB
375
Washington Trust Bank
Washington
$2.37M