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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$2.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
676
City State Bank
Iowa
$315K
Loomis, Sayles & Company
677
Loomis, Sayles & Company
Massachusetts
$314K
WPWM
678
Windward Private Wealth Management
Kansas
$313K
SAI
679
Savvy Advisors Inc
New York
$313K
LPT
680
Legacy Private Trust
Wisconsin
$313K
NA
681
Nordwand Advisors
Pennsylvania
$306K
MT
682
Midwest Trust
Kansas
$306K
AIA
683
Angeles Investment Advisors
California
$304K
WFA
684
WMG Financial Advisors
Tennessee
$302K
IPWA
685
International Private Wealth Advisors
California
$300K
BW
686
Blalock Williams
Alabama
$298K
Principal Financial Group
687
Principal Financial Group
Iowa
$296K
IFS
688
Ifrah Financial Services
Arkansas
$295K
FPW
689
Fairvoy Private Wealth
Alabama
$293K
CWM
690
Certus Wealth Management
California
$292K
MSWMA
691
Market Street Wealth Management Advisors
Indiana
$290K
FCIS
692
First Citizens Investor Services
North Carolina
$288K
A
693
Argentarii
Ohio
$283K
MHB
694
Midwest Heritage Bank
Iowa
$280K
BWM
695
BCS Wealth Management
Tennessee
$280K
CWM
696
C2C Wealth Management
Arizona
$278K
AWM
697
Accurate Wealth Management
Florida
$275K
TNBTD
698
Trustmark National Bank Trust Department
Mississippi
$274K
SA
699
Stewardship Advisors
Pennsylvania
$272K
FI
700
FWG Investments
Kentucky
$272K