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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 398 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
12.43%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
0.9%
New
109
Increased
318
Reduced
398
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
1
RenaissanceRe Holdings
Bermuda
$268M
2
LPL Financial
2
LPL Financial
California
$2.28B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.97B
4
UBS AM
4
UBS AM
Illinois
$98.7M
5
Jane Street
5
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.86B
2
EP
2
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
5
RWA Wealth Partners
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
51
Mirae Asset Global Investments
South Korea
$70.7M +$23.8M +253,908 +51%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$64.7M +$1.85M +19,720 +3%
EW
53
Evoke Wealth
California
$63.4M +$1.34M +14,243 +2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$62.3M -$1.03M -10,970 -2%
AWE
55
Avidian Wealth Enterprises
Texas
$61.8M -$1.08M -11,468 -2%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$59.4M -$5.48M -58,766 -8%
NA
57
NewEdge Advisors
Louisiana
$56.3M -$8.08M -86,139 -13%
SOMRS
58
State of Michigan Retirement System
Michigan
$56.3M – – –
RT
59
Rockland Trust
Massachusetts
$56.1M +$3.37M +35,953 +6%
CIBC Asset Management
60
CIBC Asset Management
Ontario, Canada
$54M +$938K +10,005 +2%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$53.8M -$2.78M -29,671 -5%
Allianz Asset Management
62
Allianz Asset Management
Germany
$53.6M +$10.2M +108,309 +23%
WJA
63
Willis Johnson & Associates
Texas
$53.2M +$3.38M +36,073 +7%
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$51.6M – – –
CI
65
Constellation Investments
Ohio
$51.4M – – –
NA
66
Nottingham Advisors
New York
$48.9M -$9.91M -105,719 -17%
MCCA
67
Mill Creek Capital Advisors
Pennsylvania
$48.5M +$934K +9,961 +2%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$48.4M +$9.04M +96,430 +23%
Korea Investment Corp
69
Korea Investment Corp
South Korea
$46.9M – – –
NMIMC
70
Northwestern Mutual Investment Management Company
Wisconsin
$45.9M +$45.9M +489,000 New
SIA
71
SkyView Investment Advisors
New Jersey
$45.5M +$1.54M +16,370 +3%
LFS
72
Lutz Financial Services
Nebraska
$45.2M +$2.49M +26,566 +6%
US Bancorp
73
US Bancorp
Minnesota
$44.6M -$5.1M -54,394 -10%
KIM
74
Kestra Investment Management
Texas
$41.7M +$16.3M +173,455 +64%
AWM
75
AE Wealth Management
Kansas
$41M +$1.08M +11,554 +3%
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