MBB icon

iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
FPW
701
Fairvoy Private Wealth
Alabama
$293K
CWM
702
Certus Wealth Management
California
$292K
MSWMA
703
Market Street Wealth Management Advisors
Indiana
$290K
FCIS
704
First Citizens Investor Services
North Carolina
$288K
A
705
Argentarii
Ohio
$283K
MHB
706
Midwest Heritage Bank
Iowa
$280K
BWM
707
BCS Wealth Management
Tennessee
$280K
CWM
708
C2C Wealth Management
Arizona
$278K
AWM
709
Accurate Wealth Management
Florida
$275K
TNBTD
710
Trustmark National Bank Trust Department
Mississippi
$274K
SA
711
Stewardship Advisors
Pennsylvania
$272K
FI
712
FWG Investments
Kentucky
$272K
GFPC
713
Global Financial Private Client
Florida
$272K
CAM
714
Cidel Asset Management
Ontario, Canada
$271K
BFG
715
Berger Financial Group
Minnesota
$269K
GSWM
716
Golden State Wealth Management
California
$269K
GS
717
GWN Securities
Florida
$269K
ECA
718
Elevated Capital Advisors
Utah
$269K
AWM
719
Avior Wealth Management
Nebraska
$268K
LBWM
720
Left Brain Wealth Management
Illinois
$260K
CAAS
721
Capital Asset Advisory Services
Michigan
$260K
EFG
722
Ehrlich Financial Group
California
$257K
VA
723
Vident Advisory
Georgia
$254K
MA
724
MKT Advisors
California
$253K
OWP
725
Obermeyer Wealth Partners
Colorado
$252K