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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
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
RFS
801
Richardson Financial Services
Massachusetts
$92.6K
Loomis, Sayles & Company
802
Loomis, Sayles & Company
Massachusetts
$89.5K
SWA
803
SOA Wealth Advisors
New York
$83.8K
VWWMG
804
Vermillion & White Wealth Management Group
Pennsylvania
$78.3K
TF
805
Tompkins Financial
New York
$74.6K
RF
806
Rossby Financial
Florida
$73.9K
ZBNA
807
Zions Bancorporation, National Association
Utah
$73.5K
YP
808
YANKCOM Partnership
South Dakota
$71.5K
CPG
809
Cornerstone Planning Group
New Jersey
$69K
FPB
810
First PREMIER Bank
South Dakota
$69K
CTC
811
Central Trust Company
Missouri
$68.2K
WSFS
812
Wilmington Savings Fund Society
Delaware
$65.9K
TSMHT
813
Thurston Springer Miller Herd & Titak
Indiana
$62.8K
AWM
814
AllSquare Wealth Management
New York
$61.6K
CAM
815
Creekmur Asset Management
Illinois
$58.3K
ADL
816
Asset Dedication LLC
California
$57.5K
FGC
817
Financial Gravity Companies
Texas
$57.5K
RFG
818
REAP Financial Group
Texas
$55.2K
WTC
819
WhitTier Trust Company
Nevada
$54.7K
AT
820
Arlington Trust
Alabama
$53.5K
TPCM
821
Templeton & Phillips Capital Management
Tennessee
$51.9K
MSWA
822
Marshall & Sterling Wealth Advisors
New York
$51.1K
WTFG
823
Wood Tarver Financial Group
Idaho
$50K
GC
824
Garde Capital
Washington
$43.2K
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.2K