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iShares MBS ETF

926 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, 404 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
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
LJAC
701
L.J. Altfest & Co
New York
$292K
GC
702
GatePass Capital
Ohio
$291K
IFS
703
Ifrah Financial Services
Arkansas
$289K
MSWMA
704
Market Street Wealth Management Advisors
Indiana
$286K
IP
705
Ignite Planners
California
$286K
RFC
706
Regions Financial Corp
Alabama
$284K
PCS
707
Private Client Services
Kentucky
$280K
FPW
708
Fairvoy Private Wealth
Alabama
$280K
MHB
709
Midwest Heritage Bank
Iowa
$280K
LGA
710
Lebenthal Global Advisors
New York
$278K
ATC
711
Argent Trust Co
Tennessee
$276K
CWM
712
C2C Wealth Management
Arizona
$275K
TNBTD
713
Trustmark National Bank Trust Department
Mississippi
$271K
SA
714
Stewardship Advisors
Pennsylvania
$269K
GFPC
715
Global Financial Private Client
Florida
$268K
CAM
716
Cidel Asset Management
Ontario, Canada
$268K
FEM
717
Fulcrum Equity Management
Texas
$264K
DIP
718
DT Investment Partners
Pennsylvania
$263K
BFG
719
Berger Financial Group
Minnesota
$260K
FI
720
FWG Investments
Kentucky
$258K
AWM
721
Avior Wealth Management
Nebraska
$256K
A
722
Argentarii
Ohio
$254K
CWMK
723
Caliber Wealth Management (Kansas)
Kansas
$249K
SEIA
724
Signature Estate & Investment Advisors
California
$249K
MA
725
MKT Advisors
California
$248K