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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
SWM
476
Spire Wealth Management
Virginia
$1.2M
RFP
477
RCS Financial Planning
Maryland
$1.19M
MCM
478
M1 Capital Management
Michigan
$1.17M
GAM
479
Gotham Asset Management
New York
$1.15M
TW
480
Traveka Wealth
California
$1.15M
SWP
481
Sagespring Wealth Partners
Tennessee
$1.14M
BP
482
BNP Paribas
France
$1.14M
MCA
483
MSH Capital Advisors
Arizona
$1.14M
SPC
484
Sigma Planning Corp
Michigan
$1.13M
VWM
485
Venturi Wealth Management
Texas
$1.13M
MWM
486
Maripau Wealth Management
Indiana
$1.1M
CCC
487
Chesapeake Capital Corp
Florida
$1.09M
TI
488
Tidal Investments
Wisconsin
$1.09M
PFA
489
Pure Financial Advisors
California
$1.07M
UB
490
UMB Bank
Missouri
$1.06M
FPAS
491
Focus Partners Advisor Solutions
Missouri
$1.05M
ISFAN
492
Investor's Fiduciary Advisor Network
Washington
$1.05M
GWM
493
Greenwich Wealth Management
Connecticut
$1.04M
IWM
494
IHT Wealth Management
Illinois
$1.02M
BIG
495
Brookwood Investment Group
Arizona
$1.01M
SWG
496
Summit Wealth Group
Vermont
$1.01M
AP
497
Americana Partners
Texas
$1.01M
CP
498
Clarendon Private
Massachusetts
$998K
DE
499
Diversified Enterprises
Delaware
$997K
KPWS
500
Kestra Private Wealth Services
Texas
$988K