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iShares MBS ETF

1,017 hedge funds and large institutions have $33.1B invested in iShares MBS ETF in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 474 increasing their positions, 280 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 5353 (0)

3.21% less ownership

Funds ownership: 87.92%84.71% (-3.2%)

9% less capital invested

Capital invested by funds: $36.5B → $33.1B (-$3.41B)

Holders
1,017
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
53
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$2.65M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
C2C Wealth Management
Arizona
$241K
CFA
802
Churchill Financial Advisors
Kentucky
$240K
AWM
803
Avior Wealth Management
Nebraska
$238K
IAIM
804
International Assets Investment Management
Florida
$236K
AWM
805
Accurate Wealth Management
Florida
$236K
YIM
806
Yoffe Investment Management
Pennsylvania
$234K
HIM
807
Hillsdale Investment Management
Ontario, Canada
$231K
MSFS
808
Main Street Financial Solutions
Pennsylvania
$231K
NS
809
Northland Securities
Minnesota
$231K
CTA
810
Chesley Taft & Associates
Illinois
$229K
HC
811
Headland Capital
South Carolina
$229K
NL
812
NVWM LLC
Pennsylvania
$228K
TA
813
TrueWealth Advisors
Alabama
$228K
BW
814
BIP Wealth
Georgia
$228K
SAG
815
SageView Advisory Group
California
$228K
PFWA
816
Paces Ferry Wealth Advisors
Georgia
$225K
MCC
817
Money Concepts Capital
Florida
$224K
LFWA
818
LiftPoint Family Wealth Advisors
New Jersey
$223K
CWMK
819
Caliber Wealth Management (Kansas)
Kansas
$220K
WHG
820
Westwood Holdings Group
Texas
$220K
A
821
Argentarii
Ohio
$218K
VDC
822
Van Diest Capital
Iowa
$217K
FSA
823
Financial Sense Advisors
California
$216K
BFG
824
Berger Financial Group
Minnesota
$216K
SC
825
Sapient Capital
Indiana
$215K