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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 442 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
MMA
26
Miracle Mile Advisors
California
$170M
UBS Group
27
UBS Group
Switzerland
$168M
DWM
28
Dynasty Wealth Management
Florida
$157M
OIA
29
OneDigital Investment Advisors
Kansas
$151M
QWP
30
Quotient Wealth Partners
Texas
$150M
Prudential Financial
31
Prudential Financial
New Jersey
$140M
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$135M
Bessemer Group
33
Bessemer Group
New Jersey
$133M
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$130M
BA
35
Bridgewater Associates
Connecticut
$129M
PAS
36
Park Avenue Securities
New York
$129M
Raymond James Financial
37
Raymond James Financial
Florida
$128M
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$124M
UCFA
39
United Capital Financial Advisors
Texas
$124M
BTI
40
Blue Trust Inc
Georgia
$122M
MFG
41
Merit Financial Group
Georgia
$113M
HW
42
Hancock Whitney
Mississippi
$110M
Asset Management One
43
Asset Management One
Japan
$99.7M
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$96.6M
BNP Paribas Asset Management
45
BNP Paribas Asset Management
France
$88.8M
AAS
46
Annex Advisory Services
Wisconsin
$81.9M
SFPM
47
Sensible Financial Planning & Management
Massachusetts
$75.7M
EW
48
Evoke Wealth
California
$69.8M
AWE
49
Avidian Wealth Enterprises
Texas
$67.5M
NA
50
NewEdge Advisors
Louisiana
$66.7M