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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
WAP
526
Wealthcare Advisory Partners
Pennsylvania
$830K
SF
527
Summit Financial
New Jersey
$826K
CWP
528
Cyndeo Wealth Partners
Florida
$824K
DWA
529
Delta Wealth Advisors
Indiana
$818K
CIC
530
Concord Investment Counsel
California
$815K
APC
531
Aspire Private Capital
North Carolina
$815K
RWS
532
Retirement Wealth Solutions
Wisconsin
$813K
PFG
533
Pacific Financial Group
Washington
$813K
SWM
534
Steinberganna Wealth Management
New York
$810K
NFTC
535
North Forty Two & Co
Oregon
$802K
BW
536
Balance Wealth
Ohio
$802K
CIAS
537
Capital Investment Advisory Services
North Carolina
$801K
DPI
538
Diversified Portfolios Inc
Michigan
$778K
GAA
539
Global Assets Advisory
Florida
$776K
DC
540
Davenport & Co
Virginia
$772K
CBU
541
CIBC Bancorp USA
Illinois
$769K
SP
542
SWS Partners
Ohio
$764K
WCM
543
WealthTrak Capital Management
Virginia
$751K
GIA
544
Gladstone Institutional Advisory
Florida
$745K
UAG
545
United Advisor Group
Ohio
$743K
FCC
546
Florin Court Capital
United Kingdom
$742K
TFA
547
Transamerica Financial Advisors
Florida
$742K
USCWA
548
U.S. Capital Wealth Advisors
Texas
$740K
PFS
549
Prospera Financial Services
Texas
$737K
EWA
550
Exit Wealth Advisors
Georgia
$737K