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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
PCM
726
Prelude Capital Management
New York
$252K
WT
727
Whittier Trust
California
$251K
FWM
728
FLP Wealth Management
Arkansas
$251K
WC
729
Waterloo Capital
Texas
$250K
EL
730
EQ LLC
Washington
$250K
LIA
731
Lynx Investment Advisory
District of Columbia
$245K
HOWA
732
Heritage Oak Wealth Advisors
Florida
$244K
MCA
733
Magnolia Capital Advisors
Mississippi
$243K
RCS
734
Retirement Capital Strategies
California
$240K
ESB
735
Essex Savings Bank
Connecticut
$240K
HC
736
Headland Capital
South Carolina
$236K
BCG
737
Breakwater Capital Group
New Jersey
$236K
YIM
738
Yoffe Investment Management
Pennsylvania
$234K
SEIA
739
Signature Estate & Investment Advisors
California
$233K
CFB
740
Cullen/Frost Bankers
Texas
$231K
WHG
741
Westwood Holdings Group
Texas
$229K
KPWM
742
KDK Private Wealth Management
Texas
$226K
BFA
743
Bragg Financial Advisors
North Carolina
$223K
TWA
744
Talisman Wealth Advisors
New Jersey
$221K
BW
745
BIP Wealth
Georgia
$219K
TCWM
746
Total Clarity Wealth Management
Illinois
$218K
CWMK
747
Caliber Wealth Management (Kansas)
Kansas
$218K
PCM
748
Parsons Capital Management
Rhode Island
$218K
LSPW
749
Lake Street Private Wealth
Illinois
$213K
GA
750
Greenspring Advisors
Maryland
$212K