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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
VPA
501
Vernal Point Advisors
California
$990K
FIM
502
Freedom Investment Management
Connecticut
$986K
VWM
503
Venturi Wealth Management
Texas
$985K
CP
504
Clarendon Private
Massachusetts
$984K
AP
505
Americana Partners
Texas
$974K
DE
506
Diversified Enterprises
Delaware
$953K
BW
507
Balance Wealth
Ohio
$943K
GWM
508
Greenwich Wealth Management
Connecticut
$925K
MCA
509
MSH Capital Advisors
Arizona
$919K
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$915K
LA
511
LexAurum Advisors
Kansas
$913K
BIG
512
Brookwood Investment Group
Arizona
$912K
FA
513
FC Advisory
Pennsylvania
$894K
WPW
514
Watershed Private Wealth
Illinois
$888K
SWM
515
Seed Wealth Management
Illinois
$884K
BCM
516
Boreal Capital Management
Florida
$884K
CFG
517
Chapman Financial Group
Hawaii
$866K
SPI
518
Sutton Place Investors
New York
$861K
SWP
519
Sagespring Wealth Partners
Tennessee
$852K
NL
520
NWAM LLC
Washington
$851K
AIM
521
Acropolis Investment Management
Missouri
$848K
VFPW
522
Vantage Financial Partners (Wisconsin)
Wisconsin
$842K
EP
523
Edgestream Partners
New Jersey
$834K
CGFA
524
Colton Groome Financial Advisors
North Carolina
$832K
CFG
525
Carr Financial Group
Massachusetts
$826K