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iShares MBS ETF
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Overview Fund Activity

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

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPWA
651
International Private Wealth Advisors
California
$387K +$10.7K +114 +3%
LWM
652
LongView Wealth Management
Georgia
$377K +$21.3K +227 +6%
FF
653
Friedenthal Financial
New Jersey
$371K -$13.5K -144 -4%
FSA
654
Financial Sense Advisors
California
$362K -$30.6K -326 -8%
CF
655
Centaurus Financial
California
$362K -$6.95K -74 -2%
RCAG
656
Rehmann Capital Advisory Group
Michigan
$361K -$8.78M -93,475 -96%
AA
657
Advisory Alpha
Michigan
$360K -$14.2K -151 -4%
IWA
658
IVC Wealth Advisors
Pennsylvania
$355K +$9.11K +97 +3%
ECA
659
Elevated Capital Advisors
Utah
$354K – – –
JIP
660
Jaffetilchin Investment Partners
Florida
$349K -$2.35K -25 -0.7%
VPF
661
Vantage Point Financial
Illinois
$348K +$13.4K +143 +4%
EGA
662
Eagle Global Advisors
Texas
$344K +$6.57K +70 +2%
KAS
663
KPP Advisory Services
Kentucky
$343K -$12.2K -130 -3%
PBF
664
Petix & Botte Financial
California
$340K -$845 -9 -0.2%
CCAL
665
City Center Advisors LLC
Michigan
$339K +$339K +3,611 New
CPRC
666
Consolidated Portfolio Review Corp
New York
$338K +$338K +3,602 New
OLVIG
667
Oliver Lagore Vanvalin Investment Group
Michigan
$334K +$334K +3,565 New
NG
668
Novem Group
New York
$333K -$164K -1,748 -33%
MIA
669
MMBG Investment Advisors
Florida
$333K – – –
FNBT
670
FineMark National Bank & Trust
Florida
$332K -$73.8K -786 -18%
FPGK
671
Financial Partners Group (Kansas)
Kansas
$331K +$331K +3,530 New
MAM
672
Madison Asset Management
Wisconsin
$330K – – –
CMMS
673
Comprehensive Money Management Services
Florida
$330K -$34.6K -368 -9%
MMG
674
Monetary Management Group
Missouri
$329K – – –
VVP
675
Venture Visionary Partners
Ohio
$326K -$80K -852 -20%
25 26
27
28 29