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iShares MBS ETF

925 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 404 increasing their positions, 311 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
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
776
Kayne Anderson Rudnick Investment Management
California
$170K
RWM
777
Rialto Wealth Management
New York
$165K
PWMG
778
Prestige Wealth Management Group
New Jersey
$164K
CT
779
Caldwell Trust
Florida
$159K
CFB
780
Cullen/Frost Bankers
Texas
$153K
FC
781
Fairscale Capital
New Hampshire
$152K
CT
782
Colonial Trust
South Carolina
$151K
RCM
783
Raleigh Capital Management
North Carolina
$141K
S
784
SignatureFD
Georgia
$139K
SIS
785
Sound Income Strategies
Florida
$131K
T
786
Tidemark
California
$130K
WA
787
WPG Advisers
Maryland
$129K
SS
788
Sunbelt Securities
Texas
$129K
HCA
789
Harbor Capital Advisors
Illinois
$120K
FFA
790
Founders Financial Alliance
North Carolina
$116K
SS
791
SBI Securities
Japan
$115K
NRC
792
New Republic Capital
North Carolina
$108K
AGWCA
793
Annis Gardner Whiting Capital Advisors
Florida
$107K
KGP
794
Keystone Global Partners
Colorado
$103K
BAM
795
Bellevue Asset Management
Washington
$102K
BIG
796
Brooklyn Investment Group
New York
$101K
FIM
797
FWL Investment Management
Texas
$98.2K
RFS
798
Richardson Financial Services
Massachusetts
$92.6K
Loomis, Sayles & Company
799
Loomis, Sayles & Company
Massachusetts
$89.5K
SWA
800
SOA Wealth Advisors
New York
$83.8K