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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
EAM
601
Empirical Asset Management
Massachusetts
$561K
William Blair & Company
602
William Blair & Company
Illinois
$556K
MWA
603
Merkkuri Wealth Advisors
New York
$549K
AFP
604
Ausdal Financial Partners
Iowa
$548K
WAL
605
W Advisors LLC
Tennessee
$543K
PPC
606
Park Place Capital
Alabama
$541K
DP
607
Dearborn Partners
Illinois
$539K
CA
608
Claro Advisors
Massachusetts
$527K
IWA
609
IVC Wealth Advisors
Pennsylvania
$525K
PJSIMP
610
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K
FWP
611
FAS Wealth Partners
Kansas
$515K
EWM
612
Empirical Wealth Management
Washington
$514K
SP
613
Successful Portfolios
Florida
$508K
CCFM
614
Clear Creek Financial Management
Washington
$499K
HT
615
Headlands Technologies
Illinois
$498K
1WM
616
1900 Wealth Management
Texas
$495K
KP
617
Keel Point
Alabama
$495K
OC
618
Oarsman Capital
Wisconsin
$491K
CCG
619
Catalina Capital Group
California
$487K
MA
620
MONECO Advisors
Connecticut
$483K
DAS
621
Dynamic Advisor Solutions
Arizona
$479K
RB
622
Renasant Bank
Mississippi
$473K
IDBONY
623
Israel Discount Bank of New York
New York
$473K
NA
624
Novus Advisors
South Carolina
$471K
AWM
625
Adams Wealth Management
Utah
$470K