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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$2.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YIM
726
Yoffe Investment Management
Pennsylvania
$234K
SEIA
727
Signature Estate & Investment Advisors
California
$233K
CFB
728
Cullen/Frost Bankers
Texas
$231K
WHG
729
Westwood Holdings Group
Texas
$229K
KPWM
730
KDK Private Wealth Management
Texas
$226K
BFA
731
Bragg Financial Advisors
North Carolina
$223K
TWA
732
Talisman Wealth Advisors
New Jersey
$221K
BW
733
BIP Wealth
Georgia
$219K
TCWM
734
Total Clarity Wealth Management
Illinois
$218K
CWMK
735
Caliber Wealth Management (Kansas)
Kansas
$218K
PCM
736
Parsons Capital Management
Rhode Island
$218K
LSPW
737
Lake Street Private Wealth
Illinois
$213K
GA
738
Greenspring Advisors
Maryland
$212K
FA
739
Fortis Advisors
Pennsylvania
$212K
KFG
740
Kelly Financial Group
Connecticut
$210K
GBT
741
Grove Bank & Trust
Florida
$209K
TA
742
TrueWealth Advisors
Alabama
$208K
AIM
743
Advyzon Investment Management
Illinois
$208K
Empower Advisory Group
744
Empower Advisory Group
Colorado
$208K
MCC
745
Money Concepts Capital
Florida
$207K
XT
746
XTX Topco
Cayman Islands
$206K
CTA
747
Chesley Taft & Associates
Illinois
$206K
NW
748
NewEdge Wealth
Pennsylvania
$205K
SAG
749
SageView Advisory Group
California
$205K
SWA
750
Stratos Wealth Advisors
Ohio
$203K