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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
426
B. Riley Wealth Advisors
Florida
$1.79M
EP
427
Edgestream Partners
New Jersey
$1.79M
MHC
428
May Hill Capital
Massachusetts
$1.76M
AW
429
Alteri Wealth
California
$1.76M
CCM
430
Coldstream Capital Management
Washington
$1.75M
DWA
431
Davis Wealth Advisors
New Hampshire
$1.74M
IIM
432
Invariant Investment Management
Pennsylvania
$1.73M
LCG
433
Lakeshore Capital Group
Illinois
$1.73M
CB
434
Commerce Bank
Missouri
$1.72M
TC
435
Town Capital
Maryland
$1.71M
AWM
436
Axxcess Wealth Management
California
$1.7M
MW
437
Maia Wealth
Colorado
$1.69M
LEA
438
Legacy Edge Advisors
New York
$1.69M
DSA
439
Droms Strauss Advisors
Missouri
$1.68M
IDA
440
Intelligence Driven Advisers
California
$1.68M
AR
441
Advisory Research
Illinois
$1.67M
HTC
442
Haverford Trust Company
Pennsylvania
$1.67M
Pathstone Holdings
443
Pathstone Holdings
New Jersey
$1.64M
AI
444
Auour Investments
Massachusetts
$1.62M
B
445
Bailard
California
$1.62M
AWM
446
Alterna Wealth Management
Texas
$1.61M
IF
447
Intrua Financial
Texas
$1.6M
CWA
448
Clearview Wealth Advisors
Oregon
$1.6M
KF
449
K2 Financial
California
$1.6M
OMC
450
Old Mission Capital
Illinois
$1.59M