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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
VFPW
551
Vantage Financial Partners (Wisconsin)
Wisconsin
$682K
SWM
552
Sculati Wealth Management
Michigan
$682K
FCA
553
Fortis Capital Advisors
Kansas
$680K
LA
554
Latitude Advisors
Florida
$671K
CSPIA
555
Cary Street Partners Investment Advisory
Virginia
$668K
LSA
556
Lion Street Advisors
Texas
$663K
TWM
557
Trinity Wealth Management
Pennsylvania
$660K
SCM
558
Saxony Capital Management
Missouri
$656K
EGM
559
Engineers Gate Manager
New York
$656K
SI
560
Stephens Inc
Arkansas
$648K
NB
561
NBT Bank
New York
$648K
VA
562
VestGen Advisors
Illinois
$647K
ACM
563
Absolute Capital Management
Pennsylvania
$646K
AWM
564
Aprio Wealth Management
Georgia
$645K
EWA
565
Exencial Wealth Advisors
Oklahoma
$643K
CC
566
Cypress Capital
Tennessee
$640K
NS
567
NBC Securities
Alabama
$637K
KFG
568
Kingdom Financial Group
Arizona
$636K
AL
569
ADE LLC
Maryland
$633K
LBC
570
Lowe Brockenbrough & Co
Virginia
$630K
HFO
571
Heritage Family Offices
Arizona
$625K
ECM
572
Evergreen Capital Management
Washington
$624K
SFM
573
Signet Financial Management
New Jersey
$616K
CFA
574
Cahill Financial Advisors
Minnesota
$616K
CFG
575
Cooper Financial Group
California
$606K