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iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
726
Golden State Wealth Management
California
$241K -$134K -1,425 -36%
TCMP
727
Thrive Capital Management (Pennsylvania)
Pennsylvania
$241K +$241K +2,565 New
FTUS
728
Flow Traders U.S.
New York
$240K +$240K +2,561 New
AI
729
Auour Investments
Massachusetts
$240K +$13.1K +140 +6%
HI
730
Horizon Investments
North Carolina
$237K -$32.4K -348 -12%
CA
731
Calton & Associates
Florida
$235K -$110K -1,167 -32%
TA
732
Tactive Advisors
Florida
$235K +$235K +2,502 New
PCM
733
Parsons Capital Management
Rhode Island
$234K -$23K -245 -9%
LFG
734
Larson Financial Group
Missouri
$234K +$1.6K +17 +0.7%
ESB
735
Essex Savings Bank
Connecticut
$234K
BCG
736
Breakwater Capital Group
New Jersey
$233K +$5.35K +57 +2%
EBT
737
Enterprise Bank & Trust
Massachusetts
$233K
LIA
738
Lynx Investment Advisory
District of Columbia
$231K +$231K +2,465 New
YIM
739
Yoffe Investment Management
Pennsylvania
$231K
CWM
740
Connecticut Wealth Management
Connecticut
$230K -$1.03K -11 -0.4%
AC
741
ASB Consultores
Florida
$230K +$2.91K +31 +1%
FCAM
742
First Citizens Asset Management
North Carolina
$228K -$47K -501 -17%
TWA
743
Talisman Wealth Advisors
New Jersey
$227K -$10.9K -116 -5%
KPWM
744
KDK Private Wealth Management
Texas
$223K +$6.67K +71 +3%
SG
745
StoneX Group
New York
$223K -$156K -1,663 -41%
SWA
746
Stratos Wealth Advisors
Ohio
$221K -$21.3K -227 -9%
HAS
747
HBW Advisory Services
California
$221K +$4.98K +53 +2%
EL
748
EQ LLC
Washington
$220K -$43.1K -459 -16%
BW
749
BIP Wealth
Georgia
$216K
IP
750
Intellectus Partners
California
$216K