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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
576
Narus Financial Partners
Utah
$631K +$18.3K +195 +3%
IDBONY
577
Israel Discount Bank of New York
New York
$630K +$9.86K +105 +2%
CFG
578
Cooper Financial Group
California
$629K -$971K -10,345 -61%
RW
579
Rede Wealth
Virginia
$623K +$19.8K +211 +3%
ECM
580
Evergreen Capital Management
Washington
$616K +$92.6K +986 +18%
LA
581
Latitude Advisors
Florida
$609K -$51.3K -546 -8%
TWP
582
Tyche Wealth Partners
Texas
$605K +$605K +6,440 New
HFO
583
Heritage Family Offices
Arizona
$602K – – –
GM
584
GeoWealth Management
Illinois
$597K +$44.9K +478 +8%
ACM
585
Absolute Capital Management
Pennsylvania
$596K +$20.9K +223 +4%
VFG
586
Victory Financial Group
Texas
$589K +$6.1K +65 +1%
CFA
587
Cahill Financial Advisors
Minnesota
$587K +$587K +6,249 New
NEAM
588
New England Asset Management
Connecticut
$582K – – –
VA
589
VestGen Advisors
Illinois
$581K -$37.4K -398 -6%
QP
590
Quartz Partners
New York
$578K -$94 -1 -0%
AA
591
Armis Advisers
Georgia
$577K -$93.6K -997 -14%
MAFA
592
MJT & Associates Financial Advisory
Minnesota
$571K -$7.89K -84 -1%
FDW
593
Fourth Dimension Wealth
Ohio
$567K -$239K -2,544 -30%
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$567K +$567K +6,036 New
SIM
595
Synergy Investment Management
Florida
$561K -$1.14M -12,096 -67%
EWA
596
Exencial Wealth Advisors
Oklahoma
$559K +$330K +3,516 +144%
CWM
597
Cahaba Wealth Management
Georgia
$558K +$5.82K +62 +1%
WHG
598
Westwood Holdings Group
Texas
$558K +$330K +3,513 +145%
SAI
599
Savvy Advisors Inc
New York
$549K -$250K -2,665 -31%
NFTC
600
North Forty Two & Co
Oregon
$540K +$540K +5,753 New
22 23
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