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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 398 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
12.43%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
0.9%
New
109
Increased
318
Reduced
398
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
$268M
2
LPL Financial
LPL Financial
California
$2.28B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.97B
4
UBS AM
UBS AM
Illinois
$98.7M
5
Jane Street
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.86B
2
EP
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
RWA Wealth Partners
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$157M +$10M +106,588 +7%
OIA
27
OneDigital Investment Advisors
Kansas
$145M -$13M -138,135 -8%
DWM
28
Dynasty Wealth Management
Florida
$143M -$42.2M -450,410 -23%
QWP
29
Quotient Wealth Partners
Texas
$137M -$43.6M -464,792 -24%
BA
30
Bridgewater Associates
Connecticut
$136M +$1.21M +12,900 +0.9%
Raymond James Financial
31
Raymond James Financial
Florida
$133M +$15.3M +163,543 +13%
RWP
32
RWA Wealth Partners
Massachusetts
$133M -$92.6M -987,719 -41%
Bessemer Group
33
Bessemer Group
New Jersey
$131M +$53.2M +567,008 +68%
PAS
34
Park Avenue Securities
New York
$125M -$27M -288,045 -18%
MD
35
Money Design
Japan
$125M +$344K +3,671 +0.3%
UCFA
36
United Capital Financial Advisors
Texas
$124M -$15.9M -169,576 -11%
BTI
37
Blue Trust Inc
Georgia
$118M +$1.07M +11,412 +0.9%
HW
38
Hancock Whitney
Mississippi
$118M -$7.83M -83,535 -6%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$117M -$22.6M -241,002 -16%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$110M +$5.12M +54,646 +5%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$107M +$748K +7,974 +0.7%
MFG
42
Merit Financial Group
Georgia
$101M +$15.3M +163,246 +18%
UBS AM
43
UBS AM
Illinois
$98.7M +$98.7M +1,052,598 New
Asset Management One
44
Asset Management One
Japan
$93.6M +$3.82M +40,689 +4%
Jane Street
45
Jane Street
New York
$89.1M +$85.1M +907,328 +2,143%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$88.3M +$84.1M +896,932 +2,003%
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$87.5M +$40.7M +454,081 +87%
HCM
48
Hilton Capital Management
New York
$78M +$45.2M +481,631 +137%
AssetMark Inc
49
AssetMark Inc
California
$77.4M -$5.52M -58,901 -7%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$71.9M -$3.05M -32,540 -4%
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