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iShares MBS ETF

920 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
920
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
FA
751
Fortis Advisors
Pennsylvania
$212K
KFG
752
Kelly Financial Group
Connecticut
$210K
GBT
753
Grove Bank & Trust
Florida
$209K
TA
754
TrueWealth Advisors
Alabama
$208K
AIM
755
Advyzon Investment Management
Illinois
$208K
Empower Advisory Group
756
Empower Advisory Group
Colorado
$208K
MCC
757
Money Concepts Capital
Florida
$207K
XT
758
XTX Topco
Cayman Islands
$206K
CTA
759
Chesley Taft & Associates
Illinois
$206K
NW
760
NewEdge Wealth
Pennsylvania
$205K
SAG
761
SageView Advisory Group
California
$205K
SWA
762
Stratos Wealth Advisors
Ohio
$203K
HAS
763
HBW Advisory Services
California
$203K
LJAC
764
L.J. Altfest & Co
New York
$203K
DI
765
Disciplined Investors
Texas
$200K
SG
766
StoneX Group
New York
$200K
RP
767
Rice Partnership
Hawaii
$188K
HIM
768
Hillsdale Investment Management
Ontario, Canada
$185K
Deutsche Bank
769
Deutsche Bank
Germany
$181K
RWM
770
Rialto Wealth Management
New York
$181K
MCM
771
Mill Capital Management
North Carolina
$176K
Kayne Anderson Rudnick Investment Management
772
Kayne Anderson Rudnick Investment Management
California
$174K
CA
773
Clearstead Advisors
Ohio
$168K
PWMG
774
Prestige Wealth Management Group
New Jersey
$167K
IBOK
775
Independence Bank of Kentucky
Kentucky
$162K