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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
SFG
551
Sovereign Financial Group
Connecticut
$719K
CA
552
CoreCap Advisors
Michigan
$717K
FTS
553
Fifth Third Securities
Ohio
$716K
PB
554
Pinnacle Bancorp
Nebraska
$707K
LCWP
555
Legacy Capital Wealth Partners
Arkansas
$703K
SPAS
556
Spectrum Planning & Advisory Services
California
$697K
FMI
557
F/M Investments
District of Columbia
$682K
IAS
558
Insigneo Advisory Services
Florida
$682K
VFPW
559
Vantage Financial Partners (Wisconsin)
Wisconsin
$682K
SWM
560
Sculati Wealth Management
Michigan
$682K
FCA
561
Fortis Capital Advisors
Kansas
$680K
LA
562
Latitude Advisors
Florida
$671K
CSPIA
563
Cary Street Partners Investment Advisory
Virginia
$668K
LSA
564
Lion Street Advisors
Texas
$663K
TWM
565
Trinity Wealth Management
Pennsylvania
$660K
SCM
566
Saxony Capital Management
Missouri
$656K
EGM
567
Engineers Gate Manager
New York
$656K
SI
568
Stephens Inc
Arkansas
$648K
NB
569
NBT Bank
New York
$648K
VA
570
VestGen Advisors
Illinois
$647K
ACM
571
Absolute Capital Management
Pennsylvania
$646K
AWM
572
Aprio Wealth Management
Georgia
$645K
EWA
573
Exencial Wealth Advisors
Oklahoma
$643K
CC
574
Cypress Capital
Tennessee
$640K
NS
575
NBC Securities
Alabama
$637K