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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
CFG
551
Carr Financial Group
Massachusetts
$859K
SPI
552
Sutton Place Investors
New York
$855K
EWA
553
Exit Wealth Advisors
Georgia
$849K
LWM
554
LongView Wealth Management
Georgia
$845K
SWM
555
Steinberganna Wealth Management
New York
$825K
DC
556
Davenport & Co
Virginia
$818K
APC
557
Aspire Private Capital
North Carolina
$817K
RWS
558
Retirement Wealth Solutions
Wisconsin
$811K
LA
559
Latitude Advisors
Florida
$809K
USCWA
560
U.S. Capital Wealth Advisors
Texas
$804K
Renaissance Technologies
561
Renaissance Technologies
New York
$799K
PCM
562
Presidio Capital Management
California
$795K
Millennium Management
563
Millennium Management
New York
$792K
CAM
564
Capital Asset Management
Colorado
$791K
SWM
565
Sculati Wealth Management
Michigan
$790K
CWM
566
CIBC World Markets
New York
$788K
DPI
567
Diversified Portfolios Inc
Michigan
$773K
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
$766K
SP
569
SWS Partners
Ohio
$765K
SWM
570
Silverlake Wealth Management
Vermont
$763K
NL
571
NWAM LLC
Washington
$762K
BW
572
Balance Wealth
Ohio
$758K
GIA
573
Gladstone Institutional Advisory
Florida
$753K
FPAS
574
Focus Partners Advisor Solutions
Missouri
$749K
FPGK
575
Financial Partners Group (Kansas)
Kansas
$745K