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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
LPAM
401
Lodestar Private Asset Management
California
$1.81M
BPW
402
Bingham Private Wealth
California
$1.81M
RF
403
RHS Financial
California
$1.8M
RFN
404
RDA Financial Network
Iowa
$1.78M
MOS
405
MGO One Seven
Ohio
$1.76M
JWM
406
JGP Wealth Management
Oregon
$1.76M
LWA
407
Lifelong Wealth Advisors
Minnesota
$1.75M
MAM
408
MMA Asset Management
Pennsylvania
$1.74M
BRWA
409
B. Riley Wealth Advisors
Florida
$1.74M
FPAS
410
Focus Partners Advisor Solutions
Missouri
$1.73M
Pathstone Holdings
411
Pathstone Holdings
New Jersey
$1.72M
MFG
412
MidWestOne Financial Group
Iowa
$1.7M
KG
413
Kilter Group
New York
$1.68M
CIA
414
Capital Investment Advisors
Georgia
$1.66M
GWP
415
Gateway Wealth Partners
Wisconsin
$1.65M
WWM
416
Western Wealth Management
Colorado
$1.65M
AR
417
Advisory Research
Illinois
$1.64M
WP
418
WealthPLAN Partners
Nebraska
$1.61M
VAG
419
VisionPoint Advisory Group
Texas
$1.6M
M&T Bank
420
M&T Bank
New York
$1.6M
PIWA
421
Prevail Innovative Wealth Advisors
Kansas
$1.6M
RIM
422
Redwood Investment Management
Arizona
$1.59M
MW
423
Maia Wealth
Colorado
$1.58M
AW
424
Alteri Wealth
California
$1.55M
TC
425
Trilogy Capital
California
$1.55M