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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
PC
401
Payne Capital
Oregon
$1.86M
CFS
402
Coordinated Financial Services
Colorado
$1.85M
SSWM
403
Sheets Smith Wealth Management
North Carolina
$1.85M
AWM
404
Axxcess Wealth Management
California
$1.84M
BBHC
405
Brown Brothers Harriman & Co
New York
$1.84M
BRWA
406
B. Riley Wealth Advisors
Florida
$1.84M
WWM
407
Western Wealth Management
Colorado
$1.83M
RIM
408
Redwood Investment Management
Arizona
$1.8M
IG
409
IFS Group
Pennsylvania
$1.79M
RIS
410
Richmond Investment Services
Wisconsin
$1.79M
LPAM
411
Lodestar Private Asset Management
California
$1.79M
TPWA
412
Twin Peaks Wealth Advisors
California
$1.79M
MFG
413
MidWestOne Financial Group
Iowa
$1.75M
AW
414
Alteri Wealth
California
$1.75M
CCM
415
Coldstream Capital Management
Washington
$1.74M
LIA
416
LifePlan Investment Advisors
North Carolina
$1.73M
LCG
417
Lakeshore Capital Group
Illinois
$1.71M
MW
418
Maia Wealth
Colorado
$1.71M
SF
419
Synovus Financial
Georgia
$1.7M
HTC
420
Haverford Trust Company
Pennsylvania
$1.68M
Pathstone Holdings
421
Pathstone Holdings
New Jersey
$1.68M
AR
422
Advisory Research
Illinois
$1.67M
OC
423
Oppenheimer & Co
New York
$1.64M
M&T Bank
424
M&T Bank
New York
$1.61M
AWA
425
Arete Wealth Advisors
Illinois
$1.59M