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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
CFD
376
Creative Financial Designs
Indiana
$2.33M
GDP
377
Great Diamond Partners
Maine
$2.32M
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$2.31M
VFA
379
Voya Financial Advisors
Connecticut
$2.3M
Natixis Advisors
380
Natixis Advisors
Massachusetts
$2.28M
CFG
381
Compass Financial Group
Ohio
$2.27M
OWCM
382
One Wealth Capital Management
Arizona
$2.26M
TP
383
TritonPoint Partners
Maryland
$2.26M
DFC
384
DB Fitzpatrick & Co
Idaho
$2.25M
TPWA
385
Twin Peaks Wealth Advisors
California
$2.23M
BWA
386
Bestgate Wealth Advisors
Maryland
$2.23M
CB
387
Community Bank
New York
$2.2M
AR
388
Apeiron RIA
Texas
$2.17M
LWA
389
Lifelong Wealth Advisors
Minnesota
$2.17M
DWM
390
DecisionMap Wealth Management
Virginia
$2.15M
OCM
391
One Capital Management
California
$2.15M
UB
392
UMB Bank
Missouri
$2.15M
PP
393
Patten & Patten
Tennessee
$2.14M
DADC
394
D.A. Davidson & Co
Montana
$2.14M
MPW
395
MA Private Wealth
California
$2.12M
Loomis, Sayles & Company
396
Loomis, Sayles & Company
Massachusetts
$2.11M
LSA
397
L & S Advisors
California
$2.1M
WA
398
Waverly Advisors
Alabama
$2.09M
SWP
399
ShoreHaven Wealth Partners
New Jersey
$2.09M
TC
400
Trilogy Capital
California
$2.08M