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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 %
HWM
601
Hobbs Wealth Management
Indiana
$540K -$18.6K -198 -3%
EAM
602
Empirical Asset Management
Massachusetts
$529K -$9.76K -104 -2%
WAL
603
W Advisors LLC
Tennessee
$523K – – –
MWA
604
Merkkuri Wealth Advisors
New York
$520K +$12.3K +131 +2%
TL
605
Tradewinds LLC
North Carolina
$520K +$520K +5,535 New
XT
606
XTX Topco
Cayman Islands
$517K +$517K +5,502 New
WCM
607
WealthTrak Capital Management
Virginia
$511K +$103K +1,099 +25%
PJSIMP
608
P.J. Schmidt Investment Management (PJS)
Wisconsin
$510K -$22.5K -240 -4%
OFS
609
OneAscent Financial Services
Alabama
$509K -$462K -4,923 -48%
RWB
610
RMR Wealth Builders
New Jersey
$504K +$504K +5,365 New
NA
611
Novus Advisors
South Carolina
$503K -$25.5K -272 -5%
FWP
612
FAS Wealth Partners
Kansas
$503K +$4.32K +46 +0.9%
CCFM
613
Clear Creek Financial Management
Washington
$499K -$459K -4,892 -48%
SWA
614
Sax Wealth Advisors
New Jersey
$496K +$496K +5,286 New
SP
615
Successful Portfolios
Florida
$494K -$1.97K -21 -0.4%
RA
616
RFG Advisory
Alabama
$494K -$493K -5,251 -50%
1WM
617
1900 Wealth Management
Texas
$491K -$3.76K -40 -0.8%
T
618
Transce3nd
Texas
$486K -$34K -362 -7%
MA
619
MONECO Advisors
Connecticut
$483K +$29.5K +314 +6%
DAS
620
Dynamic Advisor Solutions
Arizona
$482K +$26.4K +281 +6%
AF
621
Advisornet Financial
Minnesota
$475K +$13.2K +141 +3%
KP
622
Keel Point
Alabama
$474K +$1.03K +11 +0.2%
OAP
623
One Advisory Partners
Kansas
$471K +$54.1K +582 +13%
EWA
624
Evolution Wealth Advisors
Florida
$469K – – –
WEG
625
World Equity Group
Illinois
$461K +$47.5K +506 +11%
23 24
25
26 27