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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
AWA
451
Arete Wealth Advisors
Illinois
$1.59M
KWM
452
Keebeck Wealth Management
Illinois
$1.58M
LPAM
453
Lodestar Private Asset Management
California
$1.58M
GWP
454
Gen-Wealth Partners
Michigan
$1.57M
CAM
455
Concorde Asset Management
Michigan
$1.54M
FNB
456
Farmers National Bank
Kentucky
$1.53M
SAM
457
Strategy Asset Managers
California
$1.52M
BPW
458
Bingham Private Wealth
California
$1.51M
RFN
459
RDA Financial Network
Iowa
$1.51M
OWP
460
ORG Wealth Partners
Texas
$1.51M
WPW
461
Watershed Private Wealth
Illinois
$1.49M
JWCA
462
J.W. Cole Advisors
Florida
$1.49M
CFIA
463
Cantor Fitzgerald Investment Advisors
New York
$1.47M
BAM
464
BOS Asset Management
Illinois
$1.45M
M&T Bank
465
M&T Bank
New York
$1.45M
WF
466
WealthPoint Financial
North Carolina
$1.45M
RW
467
Regimen Wealth
Georgia
$1.45M
GIA
468
GHP Investment Advisors
Colorado
$1.45M
PRAG
469
Portfolio Resources Advisor Group
Florida
$1.44M
MG
470
Mather Group
Illinois
$1.44M
HSBC Holdings
471
HSBC Holdings
United Kingdom
$1.43M
FT
472
Fiduciary Trust
Massachusetts
$1.43M
CPL
473
CAP Partners LLC
Tennessee
$1.43M
EWA
474
Emergent Wealth Advisors
New York
$1.41M
DG
475
DMC Group
Alabama
$1.39M