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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
PJSIMP
651
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K
HWM
652
HB Wealth Management
Georgia
$521K
DP
653
Dearborn Partners
Illinois
$520K
GM
654
GeoWealth Management
Illinois
$514K
WEG
655
World Equity Group
Illinois
$511K
SP
656
Successful Portfolios
Florida
$510K
O3W
657
Omni 360 Wealth
New Jersey
$507K
NS
658
NBC Securities
Alabama
$496K
1WM
659
1900 Wealth Management
Texas
$496K
VPF
660
Vantage Point Financial
Illinois
$495K
FWI
661
Facet Wealth Inc
Maryland
$494K
MA
662
MONECO Advisors
Connecticut
$493K
FWM
663
FLP Wealth Management
Arkansas
$491K
OC
664
Oarsman Capital
Wisconsin
$490K
VFPW
665
Vantage Financial Partners (Wisconsin)
Wisconsin
$484K
SIS
666
Sound Income Strategies
Florida
$483K
SAS
667
Sage Advisory Services
Texas
$482K
FA
668
Fiduciary Alliance
South Carolina
$482K
CWM
669
Cahaba Wealth Management
Georgia
$480K
BIA
670
Bell Investment Advisors
California
$479K
LCGC
671
Legacy Capital Group California
California
$469K
KP
672
Keel Point
Alabama
$465K
PFA
673
Pinnacle Family Advisors
Missouri
$465K
AF
674
Advisornet Financial
Minnesota
$462K
KA
675
Kovack Advisors
Florida
$458K