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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
701
Guidance Capital
Kentucky
$382K
SAI
702
Savvy Advisors Inc
New York
$381K
LFA
703
LGT Financial Advisors
Texas
$380K
RA
704
RFG Advisory
Alabama
$380K
FEG
705
Financial Enhancement Group
Indiana
$379K
KAS
706
KPP Advisory Services
Kentucky
$376K
OFS
707
OneAscent Financial Services
Alabama
$374K
FF
708
Friedenthal Financial
New Jersey
$370K
PWM
709
Pursuit Wealth Management
Florida
$369K
KWA
710
Kingswood Wealth Advisors
California
$369K
MCA
711
Magnolia Capital Advisors
Mississippi
$366K
XT
712
XTX Topco
Cayman Islands
$366K
LI
713
LifeWealth Investments
Florida
$365K
RM
714
RCW Management
Florida
$359K
FNBT
715
FineMark National Bank & Trust
Florida
$359K
BW
716
Blalock Williams
Alabama
$357K
MT
717
Midwest Trust
Kansas
$355K
CA
718
Calton & Associates
Florida
$354K
HT
719
Headlands Technologies
Illinois
$354K
JIP
720
Jaffetilchin Investment Partners
Florida
$354K
AA
721
Advisory Alpha
Michigan
$351K
SIM
722
Synergy Investment Management
Florida
$349K
AT
723
Arlington Trust
Alabama
$347K
RW
724
Rede Wealth
Virginia
$347K
HI
725
Horizon Investments
North Carolina
$340K