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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
IPWA
701
International Private Wealth Advisors
California
$300K
BW
702
Blalock Williams
Alabama
$298K
Principal Financial Group
703
Principal Financial Group
Iowa
$296K
IFS
704
Ifrah Financial Services
Arkansas
$295K
FPW
705
Fairvoy Private Wealth
Alabama
$293K
CWM
706
Certus Wealth Management
California
$292K
MSWMA
707
Market Street Wealth Management Advisors
Indiana
$290K
FCIS
708
First Citizens Investor Services
North Carolina
$288K
A
709
Argentarii
Ohio
$283K
MHB
710
Midwest Heritage Bank
Iowa
$280K
BWM
711
BCS Wealth Management
Tennessee
$280K
CWM
712
C2C Wealth Management
Arizona
$278K
AWM
713
Accurate Wealth Management
Florida
$275K
TNBTD
714
Trustmark National Bank Trust Department
Mississippi
$274K
SA
715
Stewardship Advisors
Pennsylvania
$272K
FI
716
FWG Investments
Kentucky
$272K
GFPC
717
Global Financial Private Client
Florida
$272K
CAM
718
Cidel Asset Management
Ontario, Canada
$271K
BFG
719
Berger Financial Group
Minnesota
$269K
GSWM
720
Golden State Wealth Management
California
$269K
GS
721
GWN Securities
Florida
$269K
ECA
722
Elevated Capital Advisors
Utah
$269K
AWM
723
Avior Wealth Management
Nebraska
$268K
LBWM
724
Left Brain Wealth Management
Illinois
$260K
CAAS
725
Capital Asset Advisory Services
Michigan
$260K