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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
Exencial Wealth Advisors
Oklahoma
$559K
CWM
602
Cahaba Wealth Management
Georgia
$558K
WHG
603
Westwood Holdings Group
Texas
$558K
SAI
604
Savvy Advisors Inc
New York
$549K
NFTC
605
North Forty Two & Co
Oregon
$540K
HWM
606
Hobbs Wealth Management
Indiana
$540K
EAM
607
Empirical Asset Management
Massachusetts
$529K
WAL
608
W Advisors LLC
Tennessee
$523K
MWA
609
Merkkuri Wealth Advisors
New York
$520K
TL
610
Tradewinds LLC
North Carolina
$520K
XT
611
XTX Topco
Cayman Islands
$517K
WCM
612
WealthTrak Capital Management
Virginia
$511K
PJSIMP
613
P.J. Schmidt Investment Management (PJS)
Wisconsin
$510K
OFS
614
OneAscent Financial Services
Alabama
$509K
RWB
615
RMR Wealth Builders
New Jersey
$504K
NA
616
Novus Advisors
South Carolina
$503K
FWP
617
FAS Wealth Partners
Kansas
$503K
CCFM
618
Clear Creek Financial Management
Washington
$499K
SWA
619
Sax Wealth Advisors
New Jersey
$496K
SP
620
Successful Portfolios
Florida
$494K
RA
621
RFG Advisory
Alabama
$494K
1WM
622
1900 Wealth Management
Texas
$491K
T
623
Transce3nd
Texas
$486K
MA
624
MONECO Advisors
Connecticut
$483K
DAS
625
Dynamic Advisor Solutions
Arizona
$482K