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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
WP
401
WealthPLAN Partners
Nebraska
$1.86M
GWP
402
Gateway Wealth Partners
Wisconsin
$1.86M
PC
403
Payne Capital
Oregon
$1.86M
CFS
404
Coordinated Financial Services
Colorado
$1.85M
SSWM
405
Sheets Smith Wealth Management
North Carolina
$1.85M
AWM
406
Axxcess Wealth Management
California
$1.84M
BBHC
407
Brown Brothers Harriman & Co
New York
$1.84M
BRWA
408
B. Riley Wealth Advisors
Florida
$1.84M
WWM
409
Western Wealth Management
Colorado
$1.83M
RIM
410
Redwood Investment Management
Arizona
$1.8M
IG
411
IFS Group
Pennsylvania
$1.79M
RIS
412
Richmond Investment Services
Wisconsin
$1.79M
LPAM
413
Lodestar Private Asset Management
California
$1.79M
TPWA
414
Twin Peaks Wealth Advisors
California
$1.79M
MFG
415
MidWestOne Financial Group
Iowa
$1.75M
AW
416
Alteri Wealth
California
$1.75M
CCM
417
Coldstream Capital Management
Washington
$1.74M
LIA
418
LifePlan Investment Advisors
North Carolina
$1.73M
LCG
419
Lakeshore Capital Group
Illinois
$1.71M
MW
420
Maia Wealth
Colorado
$1.71M
SF
421
Synovus Financial
Georgia
$1.7M
HTC
422
Haverford Trust Company
Pennsylvania
$1.68M
Pathstone Holdings
423
Pathstone Holdings
New Jersey
$1.68M
AR
424
Advisory Research
Illinois
$1.67M
OC
425
Oppenheimer & Co
New York
$1.64M