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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
PFM
826
Phillips Financial Management
Indiana
$42.3K
Q1WB
827
Quest 10 Wealth Builders
Virginia
$41.5K
KFI
828
Key Financial Inc
Pennsylvania
$40.7K
EWM
829
Evolution Wealth Management
Florida
$39.4K
MWM
830
MorganRosel Wealth Management
Colorado
$38.4K
TIM
831
Thompson Investment Management
Wisconsin
$37.1K
C
832
Covestor
United Kingdom
$37K
MPWT
833
MassMutual Private Wealth & Trust
Connecticut
$36.4K
ME
834
McIlrath & Eck
Washington
$35.9K
MIA
835
MeadowBrook Investment Advisors
Michigan
$35.7K
RIL
836
Rothschild Investment LLC
Illinois
$35.4K
DSC
837
Duncker Streett & Co
Missouri
$32.9K
OWA
838
Opal Wealth Advisors
New York
$31.4K
TFGT
839
TS Financial Group (TSFG)
Illinois
$31K
EB
840
Eastern Bank
Massachusetts
$30.9K
CG
841
Curat Global
New Hampshire
$30.5K
LI
842
LRI Investments
Florida
$30K
DWA
843
Delos Wealth Advisors
Texas
$26.2K
KWM
844
Kiker Wealth Management
Georgia
$25.7K
RIA
845
Realta Investment Advisors
Delaware
$25.4K
BGC
846
Beutel, Goodman & Co
Ontario, Canada
$25K
WA
847
Whipplewood Advisors
Colorado
$24.9K
CT
848
Clearstead Trust
Maine
$23.3K
WIM
849
Westside Investment Management
California
$23.1K
VWM
850
Vermillion Wealth Management
Minnesota
$22.9K