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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
CWMK
751
Caliber Wealth Management (Kansas)
Kansas
$218K
PCM
752
Parsons Capital Management
Rhode Island
$218K
LSPW
753
Lake Street Private Wealth
Illinois
$213K
GA
754
Greenspring Advisors
Maryland
$212K
FA
755
Fortis Advisors
Pennsylvania
$212K
KFG
756
Kelly Financial Group
Connecticut
$210K
GBT
757
Grove Bank & Trust
Florida
$209K
TA
758
TrueWealth Advisors
Alabama
$208K
AIM
759
Advyzon Investment Management
Illinois
$208K
Empower Advisory Group
760
Empower Advisory Group
Colorado
$208K
MCC
761
Money Concepts Capital
Florida
$207K
XT
762
XTX Topco
Cayman Islands
$206K
CTA
763
Chesley Taft & Associates
Illinois
$206K
NW
764
NewEdge Wealth
Pennsylvania
$205K
SAG
765
SageView Advisory Group
California
$205K
SWA
766
Stratos Wealth Advisors
Ohio
$203K
HAS
767
HBW Advisory Services
California
$203K
LJAC
768
L.J. Altfest & Co
New York
$203K
DI
769
Disciplined Investors
Texas
$200K
SG
770
StoneX Group
New York
$200K
RP
771
Rice Partnership
Hawaii
$188K
HIM
772
Hillsdale Investment Management
Ontario, Canada
$185K
Deutsche Bank
773
Deutsche Bank
Germany
$181K
RWM
774
Rialto Wealth Management
New York
$181K
MCM
775
Mill Capital Management
North Carolina
$176K