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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
FCC
551
Florin Court Capital
United Kingdom
$732K
AL
552
ADE LLC
Maryland
$732K
PFS
553
Prospera Financial Services
Texas
$730K
RWS
554
Retirement Wealth Solutions
Wisconsin
$725K
PFA
555
Pure Financial Advisors
California
$723K
BFA
556
Beacon Financial Advisory
Ohio
$714K
NCFG
557
New Century Financial Group
New Jersey
$709K
USCWA
558
U.S. Capital Wealth Advisors
Texas
$699K
CIAS
559
Capital Investment Advisory Services
North Carolina
$696K
SFG
560
Sovereign Financial Group
Connecticut
$694K
DC
561
Davenport & Co
Virginia
$688K
PCM
562
Presidio Capital Management
California
$686K
NS
563
NBC Securities
Alabama
$685K
NI
564
Natural Investments
California
$682K
LCWP
565
Legacy Capital Wealth Partners
Arkansas
$681K
AQR Capital Management
566
AQR Capital Management
Connecticut
$674K
CA
567
Claro Advisors
Massachusetts
$669K
RB
568
Renasant Bank
Mississippi
$667K
AWM
569
Aprio Wealth Management
Georgia
$666K
UAG
570
United Advisor Group
Ohio
$666K
1WA
571
180 Wealth Advisors
Washington
$664K
CA
572
CoreCap Advisors
Michigan
$658K
AC
573
Annandale Capital
Texas
$658K
CC
574
Cypress Capital
Tennessee
$653K
SI
575
Stephens Inc
Arkansas
$651K