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iShares MBS ETF
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Overview Fund Activity

916 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 318 increasing their positions, 400 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
12.44%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.91%
New
108
Increased
318
Reduced
400
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
+$268M
2
LPL Financial
LPL Financial
California
+$226M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$126M
4
UBS AM
UBS AM
Illinois
+$98.7M
5
Jane Street
Jane Street
New York
+$85.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
EP
Essential Planning
New Hampshire
-$305M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$202M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$113M
5
RWP
RWA Wealth Partners
Massachusetts
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
376
Kestra Private Wealth Services
Texas
$2.07M -$919K -9,799 -31%
BWA
377
Bestgate Wealth Advisors
Maryland
$2.05M +$885K +9,437 +76%
SAM
378
Strategy Asset Managers
California
$2.05M +$73.3K +782 +4%
CC
379
Copperleaf Capital
North Carolina
$2.02M -$318K -3,391 -14%
SWP
380
ShoreHaven Wealth Partners
New Jersey
$2.02M -$692K -7,381 -26%
BWA
381
BCU Wealth Advisors
Illinois
$2.02M +$265K +2,826 +15%
CCA
382
Cobblestone Capital Advisors
New York
$1.99M -$805K -8,583 -29%
GAA
383
Global Assets Advisory
Florida
$1.98M +$1.44M +15,441 +265%
SB
384
Strategic Blueprint
Georgia
$1.98M +$77.6K +827 +4%
IA
385
IFP Advisors
Florida
$1.97M -$505K -5,387 -20%
CCM
386
Coldstream Capital Management
Washington
$1.96M +$3.56K +38 +0.2%
SCM
387
Saxony Capital Management
Missouri
$1.96M +$1.96M +20,911 New
RIM
388
Redwood Investment Management
Arizona
$1.96M +$216K +2,304 +12%
BW
389
Balance Wealth
Ohio
$1.95M +$1.95M +20,745 New
SAS
390
Stelac Advisory Services
New York
$1.94M +$85.8K +915 +5%
BIA
391
Bigelow Investment Advisors
Maine
$1.94M +$1.34M +14,292 +224%
LPAM
392
Lodestar Private Asset Management
California
$1.93M +$15.9K +170 +0.8%
MYIA
393
Mount Yale Investment Advisors
Colorado
$1.93M -$559K -5,958 -22%
OWCM
394
One Wealth Capital Management
Arizona
$1.93M -$750K -7,994 -28%
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$1.92M -$90.8K -968 -5%
SSWM
396
Sheets Smith Wealth Management
North Carolina
$1.87M -$1.04M -11,104 -36%
FHA
397
Flagship Harbor Advisors
Massachusetts
$1.86M -$378K -4,031 -17%
DADC
398
D.A. Davidson & Co
Montana
$1.85M -$264K -2,811 -12%
CCM
399
Crabel Capital Management
California
$1.85M +$1.85M +19,716 New
GSEP
400
Golden State Equity Partners
California
$1.84M +$676K +7,211 +58%
14 15
16
17 18