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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
SAM
576
Smithbridge Asset Management
Pennsylvania
$601K
FPGK
577
Financial Partners Group (Kansas)
Kansas
$600K
RSA
578
River Street Advisors
Illinois
$600K
OCM
579
One Capital Management
California
$591K
NEAM
580
New England Asset Management
Connecticut
$590K
QP
581
Quartz Partners
New York
$589K
AFWM
582
Abich Financial Wealth Management
Virginia
$585K
HIM
583
Hanlon Investment Management
New Jersey
$584K
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$577K
HWM
585
Hobbs Wealth Management
Indiana
$576K
OAP
586
One Advisory Partners
Kansas
$574K
CWM
587
Cahaba Wealth Management
Georgia
$572K
FDW
588
Fourth Dimension Wealth
Ohio
$571K
EAM
589
Empirical Asset Management
Massachusetts
$561K
William Blair & Company
590
William Blair & Company
Illinois
$556K
MWA
591
Merkkuri Wealth Advisors
New York
$549K
AFP
592
Ausdal Financial Partners
Iowa
$548K
WAL
593
W Advisors LLC
Tennessee
$543K
PPC
594
Park Place Capital
Alabama
$541K
DP
595
Dearborn Partners
Illinois
$539K
CA
596
Claro Advisors
Massachusetts
$527K
IWA
597
IVC Wealth Advisors
Pennsylvania
$525K
PJSIMP
598
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K
FWP
599
FAS Wealth Partners
Kansas
$515K
EWM
600
Empirical Wealth Management
Washington
$514K