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iShares MBS ETF
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Overview Fund Activity

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

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
751
Oregon Pacific Wealth Management
Oregon
$215K +$215K +2,286 New
SPWG
752
Syntegra Private Wealth Group
Missouri
$214K -$469 -5 -0.2%
ARC
753
Advisor Resource Council
Texas
$211K -$6.43M -68,488 -97%
Squarepoint
754
Squarepoint
New York
$210K +$210K +2,235 New
LSPW
755
Lake Street Private Wealth
Illinois
$209K +$1.41K +15 +0.7%
BI
756
Bramshill Investments
Florida
$209K -$73.2K -780 -26%
MCA
757
Magnolia Capital Advisors
Mississippi
$209K – – –
TCWM
758
Total Clarity Wealth Management
Illinois
$207K +$207K +2,207 New
M
759
MATAURO
New York
$206K -$106K -1,125 -34%
IIC
760
Ironwood Investment Counsel
Arizona
$206K +$206K +2,189 New
CTA
761
Chesley Taft & Associates
Illinois
$203K -$26.3K -280 -11%
TA
762
TrueWealth Advisors
Alabama
$202K +$845 +9 +0.4%
GS
763
GWN Securities
Florida
$201K -$965K -10,159 -83%
LWANC
764
Laurel Wealth Advisors (North Carolina)
North Carolina
$200K +$198K +18,578 +9,289%
GBT
765
Grove Bank & Trust
Florida
$184K +$184K +1,961 New
RP
766
Rice Partnership
Hawaii
$183K – – –
IBOK
767
Independence Bank of Kentucky
Kentucky
$179K – – –
Deutsche Bank
768
Deutsche Bank
Germany
$179K – – –
NA
769
Nordwand Advisors
Pennsylvania
$173K +$173K +1,840 New
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$170K +$1.78K +19 +1%
RWM
771
Rialto Wealth Management
New York
$165K +$376 +4 +0.2%
PWMG
772
Prestige Wealth Management Group
New Jersey
$164K – – –
CFB
773
Cullen/Frost Bankers
Texas
$153K +$29.9K +318 +24%
FC
774
Fairscale Capital
New Hampshire
$152K +$152K +1,635 New
CT
775
Colonial Trust
South Carolina
$151K -$6.01K -64 -4%
29 30
31
32 33