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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
701
Hutchens & Kramer Investment Management Group
Indiana
$300K
HOWA
702
Heritage Oak Wealth Advisors
Florida
$296K
CIA
703
Cape Investment Advisory
Georgia
$296K
LJAC
704
L.J. Altfest & Co
New York
$292K
GC
705
GatePass Capital
Ohio
$291K
IFS
706
Ifrah Financial Services
Arkansas
$289K
MSWMA
707
Market Street Wealth Management Advisors
Indiana
$286K
IP
708
Ignite Planners
California
$286K
RFC
709
Regions Financial Corp
Alabama
$284K
PCS
710
Private Client Services
Kentucky
$280K
FPW
711
Fairvoy Private Wealth
Alabama
$280K
MHB
712
Midwest Heritage Bank
Iowa
$280K
LGA
713
Lebenthal Global Advisors
New York
$278K
ATC
714
Argent Trust Co
Tennessee
$276K
CWM
715
C2C Wealth Management
Arizona
$275K
TNBTD
716
Trustmark National Bank Trust Department
Mississippi
$271K
SA
717
Stewardship Advisors
Pennsylvania
$269K
GFPC
718
Global Financial Private Client
Florida
$268K
CAM
719
Cidel Asset Management
Ontario, Canada
$268K
BW
720
Blalock Williams
Alabama
$265K
FEM
721
Fulcrum Equity Management
Texas
$264K
DIP
722
DT Investment Partners
Pennsylvania
$263K
BFG
723
Berger Financial Group
Minnesota
$260K
FI
724
FWG Investments
Kentucky
$258K
AWM
725
Avior Wealth Management
Nebraska
$256K