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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
AWM
576
Aprio Wealth Management
Georgia
$645K
EWA
577
Exencial Wealth Advisors
Oklahoma
$643K
CC
578
Cypress Capital
Tennessee
$640K
NS
579
NBC Securities
Alabama
$637K
KFG
580
Kingdom Financial Group
Arizona
$636K
AL
581
ADE LLC
Maryland
$633K
LBC
582
Lowe Brockenbrough & Co
Virginia
$630K
HFO
583
Heritage Family Offices
Arizona
$625K
ECM
584
Evergreen Capital Management
Washington
$624K
SFM
585
Signet Financial Management
New Jersey
$616K
CFA
586
Cahill Financial Advisors
Minnesota
$616K
CFG
587
Cooper Financial Group
California
$606K
SAM
588
Smithbridge Asset Management
Pennsylvania
$601K
FPGK
589
Financial Partners Group (Kansas)
Kansas
$600K
RSA
590
River Street Advisors
Illinois
$600K
OCM
591
One Capital Management
California
$591K
NEAM
592
New England Asset Management
Connecticut
$590K
QP
593
Quartz Partners
New York
$589K
AFWM
594
Abich Financial Wealth Management
Virginia
$585K
HIM
595
Hanlon Investment Management
New Jersey
$584K
LNWWM
596
Laird Norton Wetherby Wealth Management
California
$577K
HWM
597
Hobbs Wealth Management
Indiana
$576K
OAP
598
One Advisory Partners
Kansas
$574K
CWM
599
Cahaba Wealth Management
Georgia
$572K
FDW
600
Fourth Dimension Wealth
Ohio
$571K