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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
JWM
351
JGP Wealth Management
Oregon
$2.58M
SL
352
SWMG LLC
Texas
$2.57M
M1FG
353
Mach-1 Financial Group
Arkansas
$2.57M
IAS
354
Integrity Advisory Solutions
Texas
$2.57M
PTC
355
Private Trust Company
Ohio
$2.55M
CPG
356
Cornerstone Planning Group
New Jersey
$2.53M
AA
357
ArborFi Advisors
Michigan
$2.51M
OL
358
Optas LLC
Texas
$2.5M
TWM
359
Tradition Wealth Management
Minnesota
$2.49M
CFGF
360
Compass Financial Group (Florida)
Florida
$2.48M
BWMG
361
Barnes Wealth Management Group
California
$2.45M
BBA
362
Braun-Bostich & Associates
Pennsylvania
$2.41M
Citigroup
363
Citigroup
New York
$2.41M
ANBOT
364
American National Bank of Texas
Texas
$2.39M
IA
365
IFP Advisors
Florida
$2.38M
WTB
366
Washington Trust Bank
Washington
$2.37M
DWM
367
DecisionMap Wealth Management
Virginia
$2.36M
DFC
368
DB Fitzpatrick & Co
Idaho
$2.35M
CFD
369
Creative Financial Designs
Indiana
$2.34M
VFA
370
Voya Financial Advisors
Connecticut
$2.33M
KV
371
Kickstand Ventures
New York
$2.27M
VHAM
372
Van Hulzen Asset Management
California
$2.27M
WA
373
Waverly Advisors
Alabama
$2.26M
GC
374
Guggenheim Capital
Illinois
$2.22M
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M