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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 %
CTC
801
Central Trust Company
Missouri
$68.2K +$15.6K +166 +30%
WSFS
802
Wilmington Savings Fund Society
Delaware
$65.9K
TSMHT
803
Thurston Springer Miller Herd & Titak
Indiana
$62.8K
AWM
804
AllSquare Wealth Management
New York
$61.6K
CAM
805
Creekmur Asset Management
Illinois
$58.3K +$10.3K +110 +22%
FGC
806
Financial Gravity Companies
Texas
$57.5K +$57.5K +612 New
ADL
807
Asset Dedication LLC
California
$57.5K +$57.5K +612 New
RFG
808
REAP Financial Group
Texas
$55.2K
WTC
809
WhitTier Trust Company
Nevada
$54.7K -$27.4K -292 -33%
AT
810
Arlington Trust
Alabama
$53.5K
TPCM
811
Templeton & Phillips Capital Management
Tennessee
$51.9K
MSWA
812
Marshall & Sterling Wealth Advisors
New York
$51.1K +$2.54K +27 +5%
WTFG
813
Wood Tarver Financial Group
Idaho
$50K -$2.41K -26 -5%
GC
814
Garde Capital
Washington
$43.2K
BCMLT
815
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.2K +$11.3K +120 +35%
PFM
816
Phillips Financial Management
Indiana
$42.3K
KFI
817
Key Financial Inc
Pennsylvania
$40.7K
EWM
818
Evolution Wealth Management
Florida
$39.4K +$39.4K +420 New
MWM
819
MorganRosel Wealth Management
Colorado
$38.4K
TIM
820
Thompson Investment Management
Wisconsin
$37.1K
C
821
Covestor
United Kingdom
$37K +$37K +396 New
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$36.4K +$27.7K +295 +317%
ME
823
McIlrath & Eck
Washington
$35.9K -$2.54K -27 -7%
MIA
824
MeadowBrook Investment Advisors
Michigan
$35.7K
RIL
825
Rothschild Investment LLC
Illinois
$35.4K -$5.82K -62 -14%