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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
KFG
576
Kingdom Financial Group
Arizona
$636K
AL
577
ADE LLC
Maryland
$633K
LBC
578
Lowe Brockenbrough & Co
Virginia
$630K
HFO
579
Heritage Family Offices
Arizona
$625K
ECM
580
Evergreen Capital Management
Washington
$624K
SFM
581
Signet Financial Management
New Jersey
$616K
CFA
582
Cahill Financial Advisors
Minnesota
$616K
CFG
583
Cooper Financial Group
California
$606K
SAM
584
Smithbridge Asset Management
Pennsylvania
$601K
FPGK
585
Financial Partners Group (Kansas)
Kansas
$600K
RSA
586
River Street Advisors
Illinois
$600K
OCM
587
One Capital Management
California
$591K
NEAM
588
New England Asset Management
Connecticut
$590K
QP
589
Quartz Partners
New York
$589K
AFWM
590
Abich Financial Wealth Management
Virginia
$585K
HIM
591
Hanlon Investment Management
New Jersey
$584K
LNWWM
592
Laird Norton Wetherby Wealth Management
California
$577K
HWM
593
Hobbs Wealth Management
Indiana
$576K
OAP
594
One Advisory Partners
Kansas
$574K
CWM
595
Cahaba Wealth Management
Georgia
$572K
FDW
596
Fourth Dimension Wealth
Ohio
$571K
EAM
597
Empirical Asset Management
Massachusetts
$561K
William Blair & Company
598
William Blair & Company
Illinois
$556K
MWA
599
Merkkuri Wealth Advisors
New York
$549K
AFP
600
Ausdal Financial Partners
Iowa
$548K