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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
UBS Group
26
UBS Group
Switzerland
$168M
DWM
27
Dynasty Wealth Management
Florida
$157M
OIA
28
OneDigital Investment Advisors
Kansas
$151M
QWP
29
Quotient Wealth Partners
Texas
$150M
Prudential Financial
30
Prudential Financial
New Jersey
$140M
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$135M
Bessemer Group
32
Bessemer Group
New Jersey
$133M
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$130M
BA
34
Bridgewater Associates
Connecticut
$129M
PAS
35
Park Avenue Securities
New York
$129M
Raymond James Financial
36
Raymond James Financial
Florida
$128M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$124M
UCFA
38
United Capital Financial Advisors
Texas
$124M
BTI
39
Blue Trust Inc
Georgia
$122M
MFG
40
Merit Financial Group
Georgia
$113M
HW
41
Hancock Whitney
Mississippi
$110M
Asset Management One
42
Asset Management One
Japan
$99.7M
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$96.6M
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$88.8M
AAS
45
Annex Advisory Services
Wisconsin
$81.9M
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$75.7M
EW
47
Evoke Wealth
California
$69.8M
AWE
48
Avidian Wealth Enterprises
Texas
$67.5M
NA
49
NewEdge Advisors
Louisiana
$66.7M
MCCA
50
Mill Creek Capital Advisors
Pennsylvania
$66.1M