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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
RFA
501
Resurgent Financial Advisors
Georgia
$985K
TWP
502
Tempus Wealth Planning
California
$984K
NL
503
NWAM LLC
Washington
$984K
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$970K
MHR
505
Matthew Hamilton Rosenberg
$964K
PIA
506
Perennial Investment Advisors
California
$957K
AI
507
Auour Investments
Massachusetts
$945K
VPA
508
Vernal Point Advisors
California
$932K
ATC
509
Argent Trust Co
Tennessee
$932K
WFS
510
WealthGarden F.S.
California
$931K
LA
511
LexAurum Advisors
Kansas
$924K
BFG
512
Birch Financial Group
New Hampshire
$922K
FA
513
FC Advisory
Pennsylvania
$908K
FWA
514
FSC Wealth Advisors
New York
$903K
SWM
515
Seed Wealth Management
Illinois
$896K
TWP
516
Tyche Wealth Partners
Texas
$890K
Lido Advisors
517
Lido Advisors
California
$889K
AIM
518
Acropolis Investment Management
Missouri
$889K
AQR Capital Management
519
AQR Capital Management
Connecticut
$868K
SPI
520
Sutton Place Investors
New York
$867K
PI
521
PFG Investments
New York
$864K
SFS
522
Sowell Financial Services
Arkansas
$863K
CFG
523
Carter Financial Group
Illinois
$846K
CFG
524
Carr Financial Group
Massachusetts
$846K
PCM
525
Presidio Capital Management
California
$835K