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iShares MBS ETF
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Overview Fund Activity

915 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, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$69.3M +$4.55M +48,495 +7%
EW
52
Evoke Wealth
California
$66.1M +$2.65M +28,205 +4%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$66M -$5.94M -63,234 -8%
AWE
54
Avidian Wealth Enterprises
Texas
$64.4M +$2.57M +27,394 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$63.5M +$1.04M +11,064 +2%
MCCA
56
Mill Creek Capital Advisors
Pennsylvania
$61.7M +$13.2M +140,304 +27%
NA
57
NewEdge Advisors
Louisiana
$61M +$4.66M +49,635 +8%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$60.3M +$6.42M +68,334 +12%
CIBC Asset Management
59
CIBC Asset Management
Ontario, Canada
$58.8M +$4.66M +49,678 +9%
RT
60
Rockland Trust
Massachusetts
$56.5M +$291K +3,097 +0.5%
SOMRS
61
State of Michigan Retirement System
Michigan
$56.3M – – –
Allianz Asset Management
62
Allianz Asset Management
Germany
$54.9M +$1.16M +12,384 +2%
WJA
63
Willis Johnson & Associates
Texas
$54.4M +$1.17M +12,469 +2%
NA
64
Nottingham Advisors
New York
$53.3M +$4.3M +45,786 +9%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$51.6M – – –
CI
66
Constellation Investments
Ohio
$51.5M – – –
Osaic Holdings
67
Osaic Holdings
Arizona
$51M +$17.3M +186,693 +52%
Korea Investment Corp
68
Korea Investment Corp
South Korea
$46.9M – – –
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$46.3M -$2.19M -23,290 -5%
LFS
70
Lutz Financial Services
Nebraska
$46M +$828K +8,816 +2%
SIA
71
SkyView Investment Advisors
New Jersey
$45.8M +$352K +3,763 +0.8%
AWM
72
AE Wealth Management
Kansas
$44.2M +$3.17M +33,749 +8%
US Bancorp
73
US Bancorp
Minnesota
$43.5M -$1.22M -12,952 -3%
FIA
74
Foundations Investment Advisors
Arizona
$42.2M +$5.53M +58,871 +15%
Corient Private Wealth
75
Corient Private Wealth
Florida
$41.3M +$2.34M +24,951 +6%
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