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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
WWM
401
Western Wealth Management
Colorado
$1.83M
RIM
402
Redwood Investment Management
Arizona
$1.8M
IG
403
IFS Group
Pennsylvania
$1.79M
RIS
404
Richmond Investment Services
Wisconsin
$1.79M
LPAM
405
Lodestar Private Asset Management
California
$1.79M
TPWA
406
Twin Peaks Wealth Advisors
California
$1.79M
MFG
407
MidWestOne Financial Group
Iowa
$1.75M
AW
408
Alteri Wealth
California
$1.75M
CCM
409
Coldstream Capital Management
Washington
$1.74M
LIA
410
LifePlan Investment Advisors
North Carolina
$1.73M
LCG
411
Lakeshore Capital Group
Illinois
$1.71M
MW
412
Maia Wealth
Colorado
$1.71M
SF
413
Synovus Financial
Georgia
$1.7M
HTC
414
Haverford Trust Company
Pennsylvania
$1.68M
Pathstone Holdings
415
Pathstone Holdings
New Jersey
$1.68M
AR
416
Advisory Research
Illinois
$1.67M
OC
417
Oppenheimer & Co
New York
$1.64M
M&T Bank
418
M&T Bank
New York
$1.61M
AWA
419
Arete Wealth Advisors
Illinois
$1.59M
KF
420
K2 Financial
California
$1.57M
Mercer Global Advisors
421
Mercer Global Advisors
Colorado
$1.55M
SAM
422
Strategy Asset Managers
California
$1.54M
CWA
423
Clearview Wealth Advisors
Oregon
$1.53M
FT
424
Fiduciary Trust
Massachusetts
$1.51M
FW
425
FullCircle Wealth
Texas
$1.51M