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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 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
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$2.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Oakworth Capital
Alabama
$88.4K
FHC
802
First Horizon Corporation
Tennessee
$82.3K
TCOV
803
Trust Company of Vermont
Vermont
$82.2K
VWWMG
804
Vermillion & White Wealth Management Group
Pennsylvania
$79.4K
AG
805
AmeriFlex Group
Nevada
$77.1K
RF
806
Rossby Financial
Florida
$75.7K
TF
807
Tompkins Financial
New York
$75.6K
WANY
808
Wealthspire Advisors (New York)
New York
$72.4K
YP
809
YANKCOM Partnership
South Dakota
$72.4K
HFS
810
Hantz Financial Services
Michigan
$66K
PAM
811
Palisade Asset Management
Minnesota
$65K
AWM
812
AllSquare Wealth Management
New York
$62.4K
SFCL
813
Strengthening Families & Communities LLC
Massachusetts
$61.4K
SS
814
Sunbelt Securities
Texas
$60K
WTC
815
WhitTier Trust Company
Nevada
$55.4K
AT
816
Arlington Trust
Alabama
$54.2K
MSWA
817
Marshall & Sterling Wealth Advisors
New York
$53.7K
TPCM
818
Templeton & Phillips Capital Management
Tennessee
$52.6K
CTC
819
Central Trust Company
Missouri
$52K
RIA
820
Realta Investment Advisors
Delaware
$48.3K
WSFS
821
Wilmington Savings Fund Society
Delaware
$45.1K
CAM
822
Creekmur Asset Management
Illinois
$45.1K
Q1WB
823
Quest 10 Wealth Builders
Virginia
$42.2K
C
824
Covestor
United Kingdom
$41K
EWM
825
Evolution Wealth Management
Florida
$40K