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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
526
Brookwood Investment Group
Arizona
$1.03M
AP
527
Americana Partners
Texas
$1M
SWM
528
Spire Wealth Management
Virginia
$977K
TFA
529
Transamerica Financial Advisors
Florida
$977K
AF
530
ASL Financial
California
$977K
CIAS
531
Capital Investment Advisory Services
North Carolina
$972K
BFG
532
Birch Financial Group
New Hampshire
$964K
SWP
533
Sagespring Wealth Partners
Tennessee
$964K
Koshinski Asset Management
534
Koshinski Asset Management
Illinois
$957K
EV
535
EJMK Ventures
Illinois
$946K
MWA
536
Merkkuri Wealth Advisors
New York
$935K
Lido Advisors
537
Lido Advisors
California
$932K
GC
538
Guggenheim Capital
Illinois
$915K
XPN
539
XY Planning Network
Montana
$908K
WCM
540
WealthTrak Capital Management
Virginia
$905K
EGM
541
Engineers Gate Manager
New York
$904K
PIA
542
Perennial Investment Advisors
California
$900K
SWM
543
Seed Wealth Management
Illinois
$897K
CWP
544
Cyndeo Wealth Partners
Florida
$895K
WFS
545
WealthGarden F.S.
California
$881K
RFA
546
Resurgent Financial Advisors
Georgia
$871K
FA
547
FC Advisory
Pennsylvania
$871K
MFG
548
Magnus Financial Group
New York
$868K
CFG
549
Carter Financial Group
Illinois
$861K
CP
550
Clarendon Private
Massachusetts
$861K