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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
726
Hutchens & Kramer Investment Management Group
Indiana
$339K
SA
727
Stewardship Advisors
Pennsylvania
$339K
MIA
728
MMBG Investment Advisors
Florida
$338K
FCIS
729
First Citizens Investor Services
North Carolina
$337K
ACP
730
Aviance Capital Partners
Florida
$335K
BCI
731
Blue Capital Inc
Nebraska
$335K
MAM
732
Madison Asset Management
Wisconsin
$335K
CMMS
733
Comprehensive Money Management Services
Florida
$335K
AWM
734
Adams Wealth Management
Utah
$335K
CI
735
CacheTech Inc
Utah
$335K
CSB
736
City State Bank
Iowa
$334K
BHPW
737
Beverly Hills Private Wealth
California
$333K
RCAG
738
Rehmann Capital Advisory Group
Michigan
$332K
PA
739
PFG Advisors
Arizona
$330K
HOWA
740
Heritage Oak Wealth Advisors
Florida
$330K
AL
741
ARWA LLC
Texas
$329K
NPT
742
National Philanthropic Trust
Pennsylvania
$328K
FA
743
Flagstar Advisors
New York
$328K
E
744
EntreWealth
Texas
$327K
AWM
745
Austin Wealth Management
Texas
$326K
SG
746
StoneX Group
New York
$323K
CWRP
747
Cassady Wealth & Retirement Planning
Nevada
$323K
AFW
748
Avantra Family Wealth
Pennsylvania
$318K
WPWM
749
Windward Private Wealth Management
Kansas
$317K
IFS
750
Ifrah Financial Services
Arkansas
$315K