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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
501
Clarendon Private
Massachusetts
$984K +$49.8K +530 +5%
AP
502
Americana Partners
Texas
$974K +$601K +6,404 +161%
DE
503
Diversified Enterprises
Delaware
$953K -$198K -2,108 -17%
BW
504
Balance Wealth
Ohio
$943K -$1.01M -10,706 -52%
GWM
505
Greenwich Wealth Management
Connecticut
$925K +$472K +5,028 +104%
MCA
506
MSH Capital Advisors
Arizona
$919K +$246K +2,622 +37%
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$915K -$1.41K -15 -0.2%
LA
508
LexAurum Advisors
Kansas
$913K +$67.8K +722 +8%
BIG
509
Brookwood Investment Group
Arizona
$912K -$210K -2,236 -19%
FA
510
FC Advisory
Pennsylvania
$894K +$2.25K +24 +0.3%
WPW
511
Watershed Private Wealth
Illinois
$888K +$12.9K +137 +1%
SWM
512
Seed Wealth Management
Illinois
$884K – – –
BCM
513
Boreal Capital Management
Florida
$884K +$884K +9,416 New
CFG
514
Chapman Financial Group
Hawaii
$866K +$866K +9,219 New
SPI
515
Sutton Place Investors
New York
$861K -$48.2K -513 -5%
SWP
516
Sagespring Wealth Partners
Tennessee
$852K +$89.5K +953 +12%
NL
517
NWAM LLC
Washington
$851K +$147K +1,574 +21%
AIM
518
Acropolis Investment Management
Missouri
$848K -$9.11K -97 -1%
VFPW
519
Vantage Financial Partners (Wisconsin)
Wisconsin
$842K -$92.8K -988 -10%
EP
520
Edgestream Partners
New Jersey
$834K +$834K +8,878 New
CGFA
521
Colton Groome Financial Advisors
North Carolina
$832K +$832K +8,866 New
CFG
522
Carr Financial Group
Massachusetts
$826K +$8.64K +92 +1%
SFS
523
Sowell Financial Services
Arkansas
$815K +$212K +2,260 +35%
LBC
524
Lowe Brockenbrough & Co
Virginia
$813K -$109K -1,160 -12%
PPC
525
Park Place Capital
Alabama
$807K -$1.62M -17,319 -67%
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