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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, 442 increasing their positions, 283 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
GDP
376
Great Diamond Partners
Maine
$2.18M
SWP
377
ShoreHaven Wealth Partners
New Jersey
$2.18M
MOS
378
MGO One Seven
Ohio
$2.15M
BWA
379
Bestgate Wealth Advisors
Maryland
$2.14M
CC
380
Copperleaf Capital
North Carolina
$2.13M
OWCM
381
One Wealth Capital Management
Arizona
$2.13M
CB
382
Community Bank
New York
$2.12M
MPW
383
MA Private Wealth
California
$2.11M
FCBT
384
First Citizens Bank & Trust
North Carolina
$2.1M
DWT
385
Dorsey & Whitney Trust
South Dakota
$2.09M
TC
386
Trilogy Capital
California
$2.09M
CAM
387
Cresset Asset Management
Illinois
$2.03M
SAS
388
Stelac Advisory Services
New York
$2.01M
DADC
389
D.A. Davidson & Co
Montana
$2.01M
CW
390
CreativeOne Wealth
Kansas
$1.99M
SB
391
Strategic Blueprint
Georgia
$1.99M
GWANC
392
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.99M
PP
393
Patten & Patten
Tennessee
$1.92M
NCM
394
Northwest Capital Management
Oregon
$1.92M
BWA
395
BCU Wealth Advisors
Illinois
$1.9M
LWA
396
Lifelong Wealth Advisors
Minnesota
$1.87M
IDA
397
Intelligence Driven Advisers
California
$1.87M
RFN
398
RDA Financial Network
Iowa
$1.87M
WP
399
WealthPLAN Partners
Nebraska
$1.86M
GWP
400
Gateway Wealth Partners
Wisconsin
$1.86M