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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
EWA
626
Exencial Wealth Advisors
Oklahoma
$594K
NEAM
627
New England Asset Management
Connecticut
$590K
MWM
628
McCartney Wealth Management
Missouri
$582K
HP
629
Holistic Planning
Texas
$579K
OL
630
Optas LLC
Texas
$575K
CFA
631
Cahill Financial Advisors
Minnesota
$574K
ARC
632
Advisor Resource Council
Texas
$573K
OAP
633
One Advisory Partners
Kansas
$571K
HIM
634
Hanlon Investment Management
New Jersey
$570K
BWM
635
BCS Wealth Management
Tennessee
$560K
FDW
636
Fourth Dimension Wealth
Ohio
$557K
William Blair & Company
637
William Blair & Company
Illinois
$552K
IWA
638
IVC Wealth Advisors
Pennsylvania
$549K
FWP
639
FAS Wealth Partners
Kansas
$546K
IWMO
640
Integrated Wealth Management (Ohio)
Ohio
$542K
CCFM
641
Clear Creek Financial Management
Washington
$541K
VIS
642
Vertex Investment Solutions
$535K
VA
643
Vident Advisory
Georgia
$534K
DAS
644
Dynamic Advisor Solutions
Arizona
$532K
CCG
645
Catalina Capital Group
California
$532K
AWM
646
Aprio Wealth Management
Georgia
$532K
DWA
647
Delta Wealth Advisors
Indiana
$530K
NI
648
Natural Investments
California
$530K
HI
649
Hyundai Investments
South Korea
$528K
AFP
650
Ausdal Financial Partners
Iowa
$523K