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iShares MBS ETF

913 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 398 increasing their positions, 308 reducing their positions, and 81 closing their positions.

Holders
913
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.77%
New
96
Increased
398
Reduced
308
Closed
81
Calls
$7.18M
Puts
$563K
Net Calls
+$6.62M
Net Calls Change
-$46.7M
Name Market Value Shares Shares
Change
Shares
Change %
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$69.3M 738,128 +48,495 +7%
EW
52
Evoke Wealth
California
$66.1M 704,392 +28,205 +4%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$66M 703,159 -63,234 -8%
AWE
54
Avidian Wealth Enterprises
Texas
$64.4M 685,940 +27,394 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$63.5M 675,910 +11,064 +2%
MCCA
56
Mill Creek Capital Advisors
Pennsylvania
$61.7M 657,253 +140,304 +27%
NA
57
NewEdge Advisors
Louisiana
$61M 649,770 +49,635 +8%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$60.3M 641,703 +68,334 +12%
CIBC Asset Management
59
CIBC Asset Management
Ontario, Canada
$58.8M 625,969 +49,678 +9%
RT
60
Rockland Trust
Massachusetts
$56.5M 601,543 +3,097 +0.5%
SOMRS
61
State of Michigan Retirement System
Michigan
$56.3M 600,000
Allianz Asset Management
62
Allianz Asset Management
Germany
$54.9M 584,393 +12,384 +2%
WJA
63
Willis Johnson & Associates
Texas
$54.4M 579,796 +12,469 +2%
NA
64
Nottingham Advisors
New York
$53.3M 567,701 +45,786 +9%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$51.6M 550,000
CI
66
Constellation Investments
Ohio
$51.5M 548,000
Osaic Holdings
67
Osaic Holdings
Arizona
$51M 548,785 +186,693 +52%
Korea Investment Corp
68
Korea Investment Corp
South Korea
$46.9M 500,000
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$46.3M 492,986 -23,290 -5%
LFS
70
Lutz Financial Services
Nebraska
$46M 490,415 +8,816 +2%
SIA
71
SkyView Investment Advisors
New Jersey
$45.8M 489,413 +3,763 +0.8%
AWM
72
AE Wealth Management
Kansas
$44.2M 470,728 +33,749 +8%
US Bancorp
73
US Bancorp
Minnesota
$43.5M 462,897 -12,952 -3%
FIA
74
Foundations Investment Advisors
Arizona
$42.2M 449,204 +58,871 +15%
Corient Private Wealth
75
Corient Private Wealth
Florida
$41.3M 439,409 +24,951 +6%