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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 442 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
Koshinski Asset Management
501
Koshinski Asset Management
Illinois
$970K
MHR
502
Matthew Hamilton Rosenberg
$964K
PIA
503
Perennial Investment Advisors
California
$957K
AI
504
Auour Investments
Massachusetts
$945K
VPA
505
Vernal Point Advisors
California
$932K
ATC
506
Argent Trust Co
Tennessee
$932K
WFS
507
WealthGarden F.S.
California
$931K
LA
508
LexAurum Advisors
Kansas
$924K
BFG
509
Birch Financial Group
New Hampshire
$922K
FA
510
FC Advisory
Pennsylvania
$908K
FWA
511
FSC Wealth Advisors
New York
$903K
SWM
512
Seed Wealth Management
Illinois
$896K
TWP
513
Tyche Wealth Partners
Texas
$890K
Lido Advisors
514
Lido Advisors
California
$889K
AIM
515
Acropolis Investment Management
Missouri
$889K
AQR Capital Management
516
AQR Capital Management
Connecticut
$868K
SPI
517
Sutton Place Investors
New York
$867K
PI
518
PFG Investments
New York
$864K
SFS
519
Sowell Financial Services
Arkansas
$863K
CFG
520
Carter Financial Group
Illinois
$846K
CFG
521
Carr Financial Group
Massachusetts
$846K
PCM
522
Presidio Capital Management
California
$835K
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$830K
SF
524
Summit Financial
New Jersey
$826K
CWP
525
Cyndeo Wealth Partners
Florida
$824K