We are live on ! Find out more
MBB icon

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
PI
501
PFG Investments
New York
$1.17M
MBT
502
Montecito Bank & Trust
California
$1.16M
TWCA
503
Two West Capital Advisors
Kansas
$1.15M
BP
504
BNP Paribas
France
$1.14M
HAG
505
HighPoint Advisor Group
Illinois
$1.14M
VWM
506
Venturi Wealth Management
Texas
$1.13M
CA
507
CoreCap Advisors
Michigan
$1.13M
SCM
508
Saxony Capital Management
Missouri
$1.13M
KPWS
509
Kestra Private Wealth Services
Texas
$1.13M
SPC
510
Sigma Planning Corp
Michigan
$1.12M
OAS
511
Optivise Advisory Services
Tennessee
$1.12M
TI
512
Tidal Investments
Wisconsin
$1.09M
CCC
513
Chesapeake Capital Corp
Florida
$1.09M
IWM
514
IHT Wealth Management
Illinois
$1.07M
PFG
515
Pacific Financial Group
Washington
$1.06M
MWM
516
Maripau Wealth Management
Indiana
$1.06M
DE
517
Diversified Enterprises
Delaware
$1.05M
ISFAN
518
Investor's Fiduciary Advisor Network
Washington
$1.05M
FCC
519
Florin Court Capital
United Kingdom
$1.05M
BWAM
520
Boyd Watterson Asset Management
Ohio
$1.04M
AQR Capital Management
521
AQR Capital Management
Connecticut
$1.04M
SFG
522
Strive Financial Group
Indiana
$1.04M
NFTC
523
North Forty Two & Co
Oregon
$1.04M
SWG
524
Summit Wealth Group
Vermont
$1.04M
TWP
525
Tempus Wealth Planning
California
$1.04M