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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
476
Moors & Cabot
Massachusetts
$1.2M
JWCA
477
J.W. Coons Advisors
Ohio
$1.19M
AWM
478
Alterna Wealth Management
Texas
$1.18M
BIG
479
Bush Investment Group
Georgia
$1.16M
RSWM
480
Robertson Stephens Wealth Management
California
$1.15M
BCM
481
Beaumont Capital Management
Massachusetts
$1.15M
MCM
482
M1 Capital Management
Michigan
$1.14M
GAM
483
Gotham Asset Management
New York
$1.13M
TWP
484
Tempus Wealth Planning
California
$1.13M
BP
485
BNP Paribas
France
$1.12M
SPC
486
Sigma Planning Corp
Michigan
$1.12M
CPL
487
CAP Partners LLC
Tennessee
$1.12M
PI
488
PFG Investments
New York
$1.12M
CFG
489
Carter Financial Group
Illinois
$1.1M
UB
490
UMB Bank
Missouri
$1.09M
Invesco
491
Invesco
Georgia
$1.07M
TI
492
Tidal Investments
Wisconsin
$1.07M
ISFAN
493
Investor's Fiduciary Advisor Network
Washington
$1.02M
WFS
494
WealthGarden F.S.
California
$1.02M
SAM
495
Strategy Asset Managers
California
$1.01M
RFA
496
Resurgent Financial Advisors
Georgia
$1.01M
HIM
497
Hanlon Investment Management
New Jersey
$1M
PIA
498
Perennial Investment Advisors
California
$1M
RFP
499
RCS Financial Planning
Maryland
$999K
SWG
500
Summit Wealth Group
Vermont
$994K