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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
426
DMC Group
Alabama
$1.54M -$83.8K -892 -5%
OAS
427
Optivise Advisory Services
Tennessee
$1.53M +$243K +2,591 +19%
TPWA
428
Twin Peaks Wealth Advisors
California
$1.53M +$48K +513 +3%
OC
429
Oppenheimer & Co
New York
$1.52M +$210K +2,240 +16%
KOCAA
430
Knights of Columbus Asset Advisors
Connecticut
$1.51M – – –
FNB
431
Farmers National Bank
Kentucky
$1.51M – – –
FT
432
Fiduciary Trust
Massachusetts
$1.5M +$451K +4,800 +43%
LIA
433
LifePlan Investment Advisors
North Carolina
$1.49M +$200K +2,126 +16%
MAM
434
Milestone Asset Management
Pennsylvania
$1.46M +$1.46M +15,580 New
CWA
435
Clearview Wealth Advisors
Oregon
$1.45M -$12.4K -132 -0.8%
GIA
436
GHP Investment Advisors
Colorado
$1.45M -$38.8K -413 -3%
KF
437
K2 Financial
California
$1.44M +$623K +6,741 +77%
SWM
438
Silverlake Wealth Management
Vermont
$1.44M -$39.8K -424 -3%
Lido Advisors
439
Lido Advisors
California
$1.42M +$70.5K +751 +5%
CB
440
Commerce Bank
Missouri
$1.42M +$59.3K +632 +4%
CFIA
441
Cantor Fitzgerald Investment Advisors
New York
$1.41M +$65.8K +701 +5%
DLCIG
442
D.L. Carlson Investment Group
New Hampshire
$1.41M -$910K -9,696 -39%
LCG
443
Lakeshore Capital Group
Illinois
$1.41M -$18.2K -194 -1%
PP
444
Patten & Patten
Tennessee
$1.4M +$85K +905 +6%
AWA
445
Arete Wealth Advisors
Illinois
$1.4M +$71.3K +760 +5%
FW
446
FullCircle Wealth
Texas
$1.4M +$127K +1,351 +10%
BPC
447
Banque Pictet & Cie
Switzerland
$1.39M +$19.7K +210 +1%
SWM
448
Spire Wealth Management
Virginia
$1.37M -$101K -1,073 -7%
HSBC Holdings
449
HSBC Holdings
United Kingdom
$1.36M +$198K +2,108 +17%
RW
450
Regimen Wealth
Georgia
$1.35M -$249K -2,654 -16%
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