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iShares MBS ETF

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
626
Bell Investment Advisors
California
$460K -$157K -1,671 -25%
CCG
627
Catalina Capital Group
California
$459K +$28.3K +301 +7%
AFP
628
Ausdal Financial Partners
Iowa
$456K +$86.1K +917 +23%
O3W
629
Omni 360 Wealth
New Jersey
$452K -$91.6K -976 -17%
IAIM
630
International Assets Investment Management
Florida
$450K -$128K -1,363 -22%
William Blair & Company
631
William Blair & Company
Illinois
$449K -$189K -2,010 -30%
PWS
632
Precision Wealth Strategies
Missouri
$444K +$444K +4,732 New
BFS
633
BridgePort Financial Solutions
Iowa
$439K +$49.9K +532 +13%
FEG
634
Financial Enhancement Group
Indiana
$428K -$61.7K -664 -13%
BHPW
635
Beverly Hills Private Wealth
California
$425K +$16.6K +177 +4%
KWA
636
Kingswood Wealth Advisors
California
$423K -$18.3K -195 -4%
PFA
637
Pinnacle Family Advisors
Missouri
$422K +$1.5K +16 +0.4%
PCA
638
Pallas Capital Advisors
Massachusetts
$420K -$157K -1,676 -27%
CBT
639
Central Bank & Trust
Kentucky
$419K -$195K -2,082 -32%
SWM
640
Sculati Wealth Management
Michigan
$417K +$417K +4,445 New
WFC
641
Western Financial Corp
California
$412K -$2.63K -28 -0.6%
FA
642
Fiduciary Alliance
South Carolina
$411K +$79.3K +845 +24%
FC
643
Farringdon Capital
United Kingdom
$409K +$409K +4,356 New
CSPIA
644
Cary Street Partners Investment Advisory
Virginia
$404K -$12.5K -133 -3%
AG
645
AmeriFlex Group
Nevada
$402K +$4.04K +43 +1%
LCGC
646
Legacy Capital Group California
California
$400K -$116K -1,232 -22%
OP
647
ORG Partners
Indiana
$395K +$350K +3,749 +779%
FA
648
Flagstar Advisors
New York
$393K +$3.94K +42 +1%
FFL
649
Financial Freedom LLC
Ohio
$391K +$4.04K +43 +1%
EFG
650
Ehrlich Financial Group
California
$388K -$49.1K -523 -11%