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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
526
Sowell Financial Services
Arkansas
$815K
LBC
527
Lowe Brockenbrough & Co
Virginia
$813K
PPC
528
Park Place Capital
Alabama
$807K
AAP
529
Arax Advisory Partners
Colorado
$805K
MHR
530
Matthew Hamilton Rosenberg
$804K
FWA
531
FSC Wealth Advisors
New York
$804K
EFG
532
Elios Financial Group
Ohio
$803K
BFG
533
Birch Financial Group
New Hampshire
$802K
DWA
534
Delta Wealth Advisors
Indiana
$801K
CWP
535
Cyndeo Wealth Partners
Florida
$799K
WS
536
Wedbush Securities
California
$794K
JSL
537
JT Stratford LLC
Georgia
$793K
WAP
538
Wealthcare Advisory Partners
Pennsylvania
$791K
GAA
539
Global Assets Advisory
Florida
$788K
APC
540
Aspire Private Capital
North Carolina
$782K
KWM
541
Keebeck Wealth Management
Illinois
$781K
GIA
542
Gladstone Institutional Advisory
Florida
$778K
PB
543
Pinnacle Bancorp
Nebraska
$777K
DPI
544
Diversified Portfolios Inc
Michigan
$768K
SP
545
SWS Partners
Ohio
$754K
SPAS
546
Spectrum Planning & Advisory Services
California
$751K
SF
547
Summit Financial
New Jersey
$747K
PFG
548
Pacific Financial Group
Washington
$744K
RSA
549
River Street Advisors
Illinois
$744K
CWM
550
CIBC World Markets
New York
$738K