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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
476
Great Valley Advisor Group
Delaware
$1.39M
AIM
477
Archer Investment Management
Texas
$1.37M
FHC
478
First Heartland Consultants
Missouri
$1.37M
LOWM
479
Laurel Oak Wealth Management
New Jersey
$1.37M
PFA
480
Pure Financial Advisors
California
$1.36M
GAM
481
Gotham Asset Management
New York
$1.35M
CFG
482
Chapman Financial Group
Hawaii
$1.35M
CAM
483
Cresset Asset Management
Illinois
$1.33M
MCA
484
MSH Capital Advisors
Arizona
$1.32M
Prudential Financial
485
Prudential Financial
New Jersey
$1.31M
WS
486
Wedbush Securities
California
$1.3M
CIA
487
Capital Investment Advisors
Georgia
$1.3M
CB
488
Cadence Bank
Mississippi
$1.3M
CIM
489
Capital Investment Management
Missouri
$1.3M
RFP
490
RCS Financial Planning
Maryland
$1.3M
M1FG
491
Mach-1 Financial Group
Arkansas
$1.28M
BIG
492
Bush Investment Group
Georgia
$1.28M
MC
493
Moors & Cabot
Massachusetts
$1.27M
MHR
494
Matthew Hamilton Rosenberg
$1.24M
Brown Advisory
495
Brown Advisory
Maryland
$1.23M
TWP
496
Tyche Wealth Partners
Texas
$1.22M
VR
497
Vision Retirement
New Jersey
$1.21M
FWP
498
Firethorn Wealth Partners
Georgia
$1.21M
GAA
499
Global Assets Advisory
Florida
$1.19M
MCM
500
M1 Capital Management
Michigan
$1.18M