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iShares MBS ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
776
Raleigh Capital Management
North Carolina
$141K -$4.04K -43 -3%
S
777
SignatureFD
Georgia
$139K +$3K +32 +2%
SIS
778
Sound Income Strategies
Florida
$131K -$76.9K -819 -37%
T
779
Tidemark
California
$130K -$2.16K -23 -2%
WA
780
WPG Advisers
Maryland
$129K +$18.1K +193 +16%
SS
781
Sunbelt Securities
Texas
$129K +$71.5K +780 +124%
HCA
782
Harbor Capital Advisors
Illinois
$120K +$8.62K +92 +8%
FFA
783
Founders Financial Alliance
North Carolina
$116K +$25.1K +267 +27%
SS
784
SBI Securities
Japan
$115K +$939 +10 +0.8%
NRC
785
New Republic Capital
North Carolina
$108K -$112K -1,194 -51%
AGWCA
786
Annis Gardner Whiting Capital Advisors
Florida
$107K +$11.6K +124 +12%
KGP
787
Keystone Global Partners
Colorado
$103K +$57.9K +616 +129%
BAM
788
Bellevue Asset Management
Washington
$102K +$98.2K +1,046 +2,753%
BIG
789
Brooklyn Investment Group
New York
$101K +$101K +1,072 New
FIM
790
FWL Investment Management
Texas
$98.2K +$97.2K +1,035 +9,409%
RFS
791
Richardson Financial Services
Massachusetts
$92.6K -$67.8K -725 -42%
Loomis, Sayles & Company
792
Loomis, Sayles & Company
Massachusetts
$89.5K +$89.5K +953 New
SWA
793
SOA Wealth Advisors
New York
$83.8K +$83.8K +893 New
VWWMG
794
Vermillion & White Wealth Management Group
Pennsylvania
$78.3K
TF
795
Tompkins Financial
New York
$74.6K +$44.6K +475 +148%
RF
796
Rossby Financial
Florida
$73.9K +$4.04K +43 +6%
ZBNA
797
Zions Bancorporation, National Association
Utah
$73.5K
YP
798
YANKCOM Partnership
South Dakota
$71.5K
CPG
799
Cornerstone Planning Group
New Jersey
$69K -$22.9K -244 -25%
FPB
800
First PREMIER Bank
South Dakota
$69K +$6.91K +74 +11%