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iShares MBS ETF

924 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 403 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
51
Sensible Financial Planning & Management
Massachusetts
$69.3M
EW
52
Evoke Wealth
California
$66.1M
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$66M
AWE
54
Avidian Wealth Enterprises
Texas
$64.4M
AllianceBernstein
55
AllianceBernstein
Tennessee
$63.5M
MCCA
56
Mill Creek Capital Advisors
Pennsylvania
$61.7M
NA
57
NewEdge Advisors
Louisiana
$61M
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$60.3M
CIBC Asset Management
59
CIBC Asset Management
Ontario, Canada
$58.8M
RT
60
Rockland Trust
Massachusetts
$56.5M
SOMRS
61
State of Michigan Retirement System
Michigan
$56.3M
Allianz Asset Management
62
Allianz Asset Management
Germany
$54.9M
WJA
63
Willis Johnson & Associates
Texas
$54.4M
NA
64
Nottingham Advisors
New York
$53.3M
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
Korea Investment Corp
68
Korea Investment Corp
South Korea
$46.9M
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$46.3M
LFS
70
Lutz Financial Services
Nebraska
$46M
SIA
71
SkyView Investment Advisors
New Jersey
$45.8M
AWM
72
AE Wealth Management
Kansas
$44.2M
US Bancorp
73
US Bancorp
Minnesota
$43.5M
FIA
74
Foundations Investment Advisors
Arizona
$42.2M
Corient Private Wealth
75
Corient Private Wealth
Florida
$41.2M