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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
AC
751
Apella Capital
Connecticut
$313K
NB
752
Nicolet Bankshares
Wisconsin
$313K
TCWM
753
Total Clarity Wealth Management
Illinois
$313K
MPW
754
Magnolia Private Wealth
Pennsylvania
$310K
AIA
755
Angeles Investment Advisors
California
$305K
EWM
756
Elevation Wealth Management
Minnesota
$304K
BOSSRA
757
B.O.S.S. Retirement Advisors
Utah
$304K
GS
758
GWN Securities
Florida
$302K
NA
759
Nordwand Advisors
Pennsylvania
$302K
VPA
760
Vernal Point Advisors
California
$302K
SG
761
Sharper & Granite
California
$301K
FPW
762
Fairvoy Private Wealth
Alabama
$300K
Principal Financial Group
763
Principal Financial Group
Iowa
$297K
VFG
764
Victory Financial Group
Texas
$297K
CA
765
Claro Advisors
Massachusetts
$296K
FEM
766
Fulcrum Equity Management
Texas
$293K
IPWA
767
International Private Wealth Advisors
California
$290K
FPB
768
First PREMIER Bank
South Dakota
$278K
AFA
769
Alpha Financial Advisors
North Carolina
$278K
LIA
770
Lynx Investment Advisory
District of Columbia
$277K
MSWMA
771
Market Street Wealth Management Advisors
Indiana
$273K
CAM
772
Cidel Asset Management
Ontario, Canada
$271K
TWA
773
Talisman Wealth Advisors
New Jersey
$271K
OWP
774
Obermeyer Wealth Partners
Colorado
$271K
GFPC
775
Global Financial Private Client
Florida
$269K