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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
SP
601
Successful Portfolios
Florida
$508K
CCFM
602
Clear Creek Financial Management
Washington
$499K
HT
603
Headlands Technologies
Illinois
$498K
1WM
604
1900 Wealth Management
Texas
$495K
OC
605
Oarsman Capital
Wisconsin
$491K
CCG
606
Catalina Capital Group
California
$487K
MA
607
MONECO Advisors
Connecticut
$483K
DAS
608
Dynamic Advisor Solutions
Arizona
$479K
RB
609
Renasant Bank
Mississippi
$473K
IDBONY
610
Israel Discount Bank of New York
New York
$473K
NA
611
Novus Advisors
South Carolina
$471K
AWM
612
Adams Wealth Management
Utah
$470K
CI
613
CacheTech Inc
Utah
$470K
BIA
614
Bell Investment Advisors
California
$470K
O3W
615
Omni 360 Wealth
New Jersey
$469K
DILH
616
Dai-ichi Life Holdings
Japan
$466K
SWA
617
Sax Wealth Advisors
New Jersey
$463K
TA
618
Tactive Advisors
Florida
$456K
AF
619
Advisornet Financial
Minnesota
$455K
NG
620
Novem Group
New York
$447K
DIP
621
DT Investment Partners
Pennsylvania
$441K
IAIM
622
International Assets Investment Management
Florida
$438K
PFA
623
Pinnacle Family Advisors
Missouri
$438K
KWA
624
Kingswood Wealth Advisors
California
$432K
WEG
625
World Equity Group
Illinois
$432K