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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 442 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
CMMS
676
Comprehensive Money Management Services
Florida
$334K
PBF
677
Petix & Botte Financial
California
$328K
FWWM
678
Fiscal Wisdom Wealth Management
Connecticut
$328K
PFP
679
Pinnacle Financial Partners
Tennessee
$328K
MSFS
680
Main Street Financial Solutions
Pennsylvania
$327K
CAM
681
Clark Asset Management
New Hampshire
$326K
CIA
682
Cape Investment Advisory
Georgia
$326K
FSA
683
Financial Sense Advisors
California
$324K
EGA
684
Eagle Global Advisors
Texas
$318K
GC
685
GatePass Capital
Ohio
$318K
AFW
686
Avantra Family Wealth
Pennsylvania
$316K
CSB
687
City State Bank
Iowa
$315K
Loomis, Sayles & Company
688
Loomis, Sayles & Company
Massachusetts
$314K
WPWM
689
Windward Private Wealth Management
Kansas
$313K
SAI
690
Savvy Advisors Inc
New York
$313K
LPT
691
Legacy Private Trust
Wisconsin
$313K
NA
692
Nordwand Advisors
Pennsylvania
$306K
MT
693
Midwest Trust
Kansas
$306K
AIA
694
Angeles Investment Advisors
California
$304K
WFA
695
WMG Financial Advisors
Tennessee
$302K
FEM
696
Fulcrum Equity Management
Texas
$301K
IPWA
697
International Private Wealth Advisors
California
$300K
BW
698
Blalock Williams
Alabama
$298K
Principal Financial Group
699
Principal Financial Group
Iowa
$296K
IFS
700
Ifrah Financial Services
Arkansas
$295K