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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 442 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
DWA
526
Delta Wealth Advisors
Indiana
$818K
CIC
527
Concord Investment Counsel
California
$815K
APC
528
Aspire Private Capital
North Carolina
$815K
RWS
529
Retirement Wealth Solutions
Wisconsin
$813K
PFG
530
Pacific Financial Group
Washington
$813K
SWM
531
Steinberganna Wealth Management
New York
$810K
NFTC
532
North Forty Two & Co
Oregon
$802K
BW
533
Balance Wealth
Ohio
$802K
CIAS
534
Capital Investment Advisory Services
North Carolina
$801K
DPI
535
Diversified Portfolios Inc
Michigan
$778K
GAA
536
Global Assets Advisory
Florida
$776K
DC
537
Davenport & Co
Virginia
$772K
CBU
538
CIBC Bancorp USA
Illinois
$769K
SP
539
SWS Partners
Ohio
$764K
WCM
540
WealthTrak Capital Management
Virginia
$751K
GIA
541
Gladstone Institutional Advisory
Florida
$745K
UAG
542
United Advisor Group
Ohio
$743K
FCC
543
Florin Court Capital
United Kingdom
$742K
TFA
544
Transamerica Financial Advisors
Florida
$742K
USCWA
545
U.S. Capital Wealth Advisors
Texas
$740K
PFS
546
Prospera Financial Services
Texas
$737K
EWA
547
Exit Wealth Advisors
Georgia
$737K
1WA
548
180 Wealth Advisors
Washington
$735K
BFA
549
Beacon Financial Advisory
Ohio
$722K
TCA
550
Transcend Capital Advisors
New Jersey
$720K