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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 442 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
WAL
601
W Advisors LLC
Tennessee
$543K
PPC
602
Park Place Capital
Alabama
$541K
DP
603
Dearborn Partners
Illinois
$539K
CA
604
Claro Advisors
Massachusetts
$527K
IWA
605
IVC Wealth Advisors
Pennsylvania
$525K
PJSIMP
606
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K
FWP
607
FAS Wealth Partners
Kansas
$515K
EWM
608
Empirical Wealth Management
Washington
$514K
SP
609
Successful Portfolios
Florida
$508K
CCFM
610
Clear Creek Financial Management
Washington
$499K
HT
611
Headlands Technologies
Illinois
$498K
1WM
612
1900 Wealth Management
Texas
$495K
KP
613
Keel Point
Alabama
$495K
OC
614
Oarsman Capital
Wisconsin
$491K
CCG
615
Catalina Capital Group
California
$487K
MA
616
MONECO Advisors
Connecticut
$483K
DAS
617
Dynamic Advisor Solutions
Arizona
$479K
RB
618
Renasant Bank
Mississippi
$473K
IDBONY
619
Israel Discount Bank of New York
New York
$473K
NA
620
Novus Advisors
South Carolina
$471K
AWM
621
Adams Wealth Management
Utah
$470K
CI
622
CacheTech Inc
Utah
$470K
BIA
623
Bell Investment Advisors
California
$470K
O3W
624
Omni 360 Wealth
New Jersey
$469K
DILH
625
Dai-ichi Life Holdings
Japan
$466K