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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
601
GatePass Capital
Ohio
$667K
SFG
602
Sovereign Financial Group
Connecticut
$667K
PWM
603
Parkway Wealth Management
Texas
$665K
CIA
604
Cape Investment Advisory
Georgia
$661K
AC
605
Annandale Capital
Texas
$661K
TWM
606
Trinity Wealth Management
Pennsylvania
$660K
TCA
607
Transcend Capital Advisors
New Jersey
$657K
UAG
608
United Advisor Group
Ohio
$650K
NB
609
NBT Bank
New York
$648K
SAM
610
Smithbridge Asset Management
Pennsylvania
$633K
HFO
611
Heritage Family Offices
Arizona
$629K
SFM
612
Signet Financial Management
New Jersey
$625K
ECM
613
Evergreen Capital Management
Washington
$624K
LBC
614
Lowe Brockenbrough & Co
Virginia
$621K
QP
615
Quartz Partners
New York
$619K
HWM
616
Hobbs Wealth Management
Indiana
$617K
CC
617
Cypress Capital
Tennessee
$608K
SI
618
Stephens Inc
Arkansas
$607K
LMFP
619
Larry Mathis Financial Planning
Arizona
$605K
CGFA
620
Colton Groome Financial Advisors
North Carolina
$604K
CFG
621
Cooper Financial Group
California
$603K
WAL
622
W Advisors LLC
Tennessee
$603K
RSA
623
River Street Advisors
Illinois
$600K
AIM
624
Advyzon Investment Management
Illinois
$597K
CA
625
Continuum Advisory
Idaho
$595K