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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
CIAS
526
Capital Investment Advisory Services
North Carolina
$801K
DPI
527
Diversified Portfolios Inc
Michigan
$778K
GAA
528
Global Assets Advisory
Florida
$776K
DC
529
Davenport & Co
Virginia
$772K
CBU
530
CIBC Bancorp USA
Illinois
$769K
SP
531
SWS Partners
Ohio
$764K
WCM
532
WealthTrak Capital Management
Virginia
$751K
GIA
533
Gladstone Institutional Advisory
Florida
$745K
UAG
534
United Advisor Group
Ohio
$743K
FCC
535
Florin Court Capital
United Kingdom
$742K
TFA
536
Transamerica Financial Advisors
Florida
$742K
USCWA
537
U.S. Capital Wealth Advisors
Texas
$740K
PFS
538
Prospera Financial Services
Texas
$737K
EWA
539
Exit Wealth Advisors
Georgia
$737K
1WA
540
180 Wealth Advisors
Washington
$735K
BFA
541
Beacon Financial Advisory
Ohio
$722K
TCA
542
Transcend Capital Advisors
New Jersey
$720K
SFG
543
Sovereign Financial Group
Connecticut
$719K
CA
544
CoreCap Advisors
Michigan
$717K
FTS
545
Fifth Third Securities
Ohio
$716K
PB
546
Pinnacle Bancorp
Nebraska
$707K
LCWP
547
Legacy Capital Wealth Partners
Arkansas
$703K
SPAS
548
Spectrum Planning & Advisory Services
California
$697K
FMI
549
F/M Investments
District of Columbia
$682K
IAS
550
Insigneo Advisory Services
Florida
$682K