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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
526
Arax Advisory Partners
Colorado
$805K +$30.4K +324 +4%
MHR
527
Matthew Hamilton Rosenberg
$804K -$91.5K -975 -10%
FWA
528
FSC Wealth Advisors
New York
$804K +$10K +107 +1%
EFG
529
Elios Financial Group
Ohio
$803K -$98.1K -1,045 -11%
CWP
530
Cyndeo Wealth Partners
Florida
$799K +$97.8K +1,042 +14%
WS
531
Wedbush Securities
California
$794K -$421K -4,486 -35%
JSL
532
JT Stratford LLC
Georgia
$793K +$19.4K +207 +3%
WAP
533
Wealthcare Advisory Partners
Pennsylvania
$791K +$40.3K +429 +5%
GAA
534
Global Assets Advisory
Florida
$788K -$1.2M -12,831 -60%
APC
535
Aspire Private Capital
North Carolina
$782K +$67.8K +722 +9%
KWM
536
Keebeck Wealth Management
Illinois
$781K -$792K -8,439 -50%
GIA
537
Gladstone Institutional Advisory
Florida
$778K +$16.8K +179 +2%
PB
538
Pinnacle Bancorp
Nebraska
$777K -$147K -1,564 -16%
DPI
539
Diversified Portfolios Inc
Michigan
$768K +$42.8K +456 +6%
SP
540
SWS Partners
Ohio
$754K -$29.7K -316 -4%
SPAS
541
Spectrum Planning & Advisory Services
California
$751K -$297K -3,159 -28%
SF
542
Summit Financial
New Jersey
$747K -$33.5K -357 -4%
PFG
543
Pacific Financial Group
Washington
$744K -$180K -1,913 -19%
RSA
544
River Street Advisors
Illinois
$744K +$744K +7,922 New
CWM
545
CIBC World Markets
New York
$738K +$373K +3,973 +102%
FCC
546
Florin Court Capital
United Kingdom
$732K – – –
AL
547
ADE LLC
Maryland
$732K -$13.2K -141 -2%
PFS
548
Prospera Financial Services
Texas
$730K +$38.3K +407 +6%
RWS
549
Retirement Wealth Solutions
Wisconsin
$725K +$78.3K +834 +12%
PFA
550
Pure Financial Advisors
California
$723K +$278K +2,965 +63%
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