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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 %
RFC
701
Regions Financial Corp
Alabama
$284K +$80.2K +854 +39%
PCS
702
Private Client Services
Kentucky
$280K +$280K +2,987 New
FPW
703
Fairvoy Private Wealth
Alabama
$280K -$175K -1,861 -38%
MHB
704
Midwest Heritage Bank
Iowa
$280K +$10.9K +116 +4%
LGA
705
Lebenthal Global Advisors
New York
$278K +$278K +2,959 New
ATC
706
Argent Trust Co
Tennessee
$276K -$5.63K -60 -2%
CWM
707
C2C Wealth Management
Arizona
$275K – – –
TNBTD
708
Trustmark National Bank Trust Department
Mississippi
$271K – – –
SA
709
Stewardship Advisors
Pennsylvania
$269K +$269K +2,863 New
GFPC
710
Global Financial Private Client
Florida
$268K – – –
CAM
711
Cidel Asset Management
Ontario, Canada
$268K -$9.39K -100 -3%
FEM
712
Fulcrum Equity Management
Texas
$264K +$29K +309 +12%
DIP
713
DT Investment Partners
Pennsylvania
$263K +$263K +2,805 New
BFG
714
Berger Financial Group
Minnesota
$260K -$55.7K -593 -18%
FI
715
FWG Investments
Kentucky
$258K +$258K +2,749 New
AWM
716
Avior Wealth Management
Nebraska
$256K -$1.97K -21 -0.8%
A
717
Argentarii
Ohio
$254K +$254K +2,706 New
CWMK
718
Caliber Wealth Management (Kansas)
Kansas
$249K -$30.9K -329 -11%
SEIA
719
Signature Estate & Investment Advisors
California
$249K -$57.1K -608 -19%
MA
720
MKT Advisors
California
$248K -$90.3K -966 -27%
RCS
721
Retirement Capital Strategies
California
$248K +$13.1K +139 +6%
AAS
722
Ameritas Advisory Services
Nebraska
$248K +$32.4K +345 +15%
VA
723
Vident Advisory
Georgia
$245K +$9.11K +97 +4%
FFS
724
Founders Financial Securities
Maryland
$243K -$98.6K -1,050 -29%
AWM
725
Accurate Wealth Management
Florida
$242K +$32K +343 +15%
27 28
29
30 31