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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
GC
376
Guggenheim Capital
Illinois
$2.22M
PFGIA
377
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M
GDP
378
Great Diamond Partners
Maine
$2.18M
SWP
379
ShoreHaven Wealth Partners
New Jersey
$2.18M
MOS
380
MGO One Seven
Ohio
$2.15M
BWA
381
Bestgate Wealth Advisors
Maryland
$2.14M
CC
382
Copperleaf Capital
North Carolina
$2.13M
OWCM
383
One Wealth Capital Management
Arizona
$2.13M
CB
384
Community Bank
New York
$2.12M
MPW
385
MA Private Wealth
California
$2.11M
FCBT
386
First Citizens Bank & Trust
North Carolina
$2.1M
DWT
387
Dorsey & Whitney Trust
South Dakota
$2.09M
TC
388
Trilogy Capital
California
$2.09M
SAS
389
Stelac Advisory Services
New York
$2.01M
DADC
390
D.A. Davidson & Co
Montana
$2.01M
CW
391
CreativeOne Wealth
Kansas
$1.99M
SB
392
Strategic Blueprint
Georgia
$1.99M
GWANC
393
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.99M
PP
394
Patten & Patten
Tennessee
$1.92M
NCM
395
Northwest Capital Management
Oregon
$1.92M
BWA
396
BCU Wealth Advisors
Illinois
$1.9M
LWA
397
Lifelong Wealth Advisors
Minnesota
$1.87M
IDA
398
Intelligence Driven Advisers
California
$1.87M
KG
399
Kilter Group
New York
$1.87M
RFN
400
RDA Financial Network
Iowa
$1.87M