MBB icon

iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
376
Trivium Point Advisory
Connecticut
$2.09M
MPW
377
MA Private Wealth
California
$2.09M
SWP
378
ShoreHaven Wealth Partners
New Jersey
$2.07M
CC
379
Copperleaf Capital
North Carolina
$2.07M
BWA
380
Bestgate Wealth Advisors
Maryland
$2.05M
SB
381
Strategic Blueprint
Georgia
$2.04M
BEI
382
Benjamin Edwards Inc
Missouri
$2.03M
BWA
383
BCU Wealth Advisors
Illinois
$2.02M
HTC
384
Haverford Trust Company
Pennsylvania
$2.02M
ACA
385
Aptus Capital Advisors
Alabama
$2.01M
OWCM
386
One Wealth Capital Management
Arizona
$1.99M
NGA
387
Naples Global Advisors
Florida
$1.98M
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M
CCM
389
Coldstream Capital Management
Washington
$1.96M
SAS
390
Stelac Advisory Services
New York
$1.95M
LSA
391
Lion Street Advisors
Texas
$1.92M
AWM
392
Axxcess Wealth Management
California
$1.9M
DADC
393
D.A. Davidson & Co
Montana
$1.89M
WA
394
Waverly Advisors
Alabama
$1.88M
GDP
395
Great Diamond Partners
Maine
$1.88M
SSWM
396
Sheets Smith Wealth Management
North Carolina
$1.88M
IDA
397
Intelligence Driven Advisers
California
$1.87M
DWT
398
Dorsey & Whitney Trust
South Dakota
$1.86M
BBHC
399
Brown Brothers Harriman & Co
New York
$1.82M
CFS
400
Coordinated Financial Services
Colorado
$1.82M