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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
GFPC
701
Global Financial Private Client
Florida
$272K
CAM
702
Cidel Asset Management
Ontario, Canada
$271K
BFG
703
Berger Financial Group
Minnesota
$269K
GSWM
704
Golden State Wealth Management
California
$269K
GS
705
GWN Securities
Florida
$269K
ECA
706
Elevated Capital Advisors
Utah
$269K
AWM
707
Avior Wealth Management
Nebraska
$268K
LBWM
708
Left Brain Wealth Management
Illinois
$260K
CAAS
709
Capital Asset Advisory Services
Michigan
$260K
EFG
710
Ehrlich Financial Group
California
$257K
VA
711
Vident Advisory
Georgia
$254K
MA
712
MKT Advisors
California
$253K
OWP
713
Obermeyer Wealth Partners
Colorado
$252K
PCM
714
Prelude Capital Management
New York
$252K
WT
715
Whittier Trust
California
$251K
FWM
716
FLP Wealth Management
Arkansas
$251K
WC
717
Waterloo Capital
Texas
$250K
EL
718
EQ LLC
Washington
$250K
LIA
719
Lynx Investment Advisory
District of Columbia
$245K
HOWA
720
Heritage Oak Wealth Advisors
Florida
$244K
MCA
721
Magnolia Capital Advisors
Mississippi
$243K
RCS
722
Retirement Capital Strategies
California
$240K
ESB
723
Essex Savings Bank
Connecticut
$240K
HC
724
Headland Capital
South Carolina
$236K
BCG
725
Breakwater Capital Group
New Jersey
$236K