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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
OWP
426
ORG Wealth Partners
Texas
$1.55M
SF
427
Synovus Financial
Georgia
$1.54M
DG
428
DMC Group
Alabama
$1.54M
OAS
429
Optivise Advisory Services
Tennessee
$1.53M
TPWA
430
Twin Peaks Wealth Advisors
California
$1.53M
OC
431
Oppenheimer & Co
New York
$1.52M
KOCAA
432
Knights of Columbus Asset Advisors
Connecticut
$1.51M
FNB
433
Farmers National Bank
Kentucky
$1.51M
FT
434
Fiduciary Trust
Massachusetts
$1.5M
LIA
435
LifePlan Investment Advisors
North Carolina
$1.49M
MAM
436
Milestone Asset Management
Pennsylvania
$1.46M
CWA
437
Clearview Wealth Advisors
Oregon
$1.45M
GIA
438
GHP Investment Advisors
Colorado
$1.45M
KF
439
K2 Financial
California
$1.44M
SWM
440
Silverlake Wealth Management
Vermont
$1.44M
Lido Advisors
441
Lido Advisors
California
$1.42M
CB
442
Commerce Bank
Missouri
$1.42M
CFIA
443
Cantor Fitzgerald Investment Advisors
New York
$1.41M
DLCIG
444
D.L. Carlson Investment Group
New Hampshire
$1.41M
LCG
445
Lakeshore Capital Group
Illinois
$1.41M
PP
446
Patten & Patten
Tennessee
$1.4M
AWA
447
Arete Wealth Advisors
Illinois
$1.4M
FW
448
FullCircle Wealth
Texas
$1.4M
BPC
449
Banque Pictet & Cie
Switzerland
$1.39M
EWA
450
Emergent Wealth Advisors
New York
$1.38M