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iShares MBS ETF
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Overview Fund Activity

916 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 318 increasing their positions, 400 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
12.44%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.91%
New
108
Increased
318
Reduced
400
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
+$268M
2
LPL Financial
LPL Financial
California
+$226M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$126M
4
UBS AM
UBS AM
Illinois
+$98.7M
5
Jane Street
Jane Street
New York
+$85.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
EP
Essential Planning
New Hampshire
-$305M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$202M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$113M
5
RWP
RWA Wealth Partners
Massachusetts
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
601
U.S. Capital Wealth Advisors
Texas
$537K -$3.28K -35 -0.6%
PJSIMP
602
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K +$148K +1,579 +39%
NA
603
Novus Advisors
South Carolina
$528K +$18.7K +199 +4%
PCM
604
Prelude Capital Management
New York
$525K +$525K +5,601 New
WAL
605
W Advisors LLC
Tennessee
$523K -$6.1K -65 -1%
ECM
606
Evergreen Capital Management
Washington
$522K – – –
T
607
Transce3nd
Texas
$520K +$563 +6 +0.1%
LCGC
608
Legacy Capital Group California
California
$515K +$11.1K +118 +2%
MWA
609
Merkkuri Wealth Advisors
New York
$507K -$156K -1,665 -24%
TSS
610
Two Sigma Securities
New York
$505K +$505K +5,385 New
FWP
611
FAS Wealth Partners
Kansas
$498K -$15.8K -168 -3%
NG
612
Novem Group
New York
$497K +$311K +3,321 +168%
SP
613
Successful Portfolios
Florida
$496K +$1.5K +16 +0.3%
1WM
614
1900 Wealth Management
Texas
$494K -$25.2K -269 -5%
LJAC
615
L.J. Altfest & Co
New York
$487K -$9.54M -101,687 -95%
FEG
616
Financial Enhancement Group
Indiana
$485K -$9.85K -107 -2%
KP
617
Keel Point
Alabama
$473K +$15.6K +166 +3%
EWA
618
Evolution Wealth Advisors
Florida
$469K – – –
AF
619
Advisornet Financial
Minnesota
$461K +$19.5K +208 +4%
TPWA
620
TRUE Private Wealth Advisors
Oregon
$458K -$470K -5,017 -51%
AFW
621
Avantra Family Wealth
Pennsylvania
$457K -$30.4K -324 -6%
CI
622
CacheTech Inc
Utah
$456K +$8.53K +91 +2%
AWM
623
Adams Wealth Management
Utah
$456K +$8.53K +91 +2%
DAS
624
Dynamic Advisor Solutions
Arizona
$455K -$96.4K -1,028 -17%
FPW
625
Fairvoy Private Wealth
Alabama
$454K -$18.5K -197 -4%
23 24
25
26 27