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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
KPWM
826
KDK Private Wealth Management
Texas
$214K
AWA
827
Asempa Wealth Advisors
Louisiana
$214K
TBWA
828
Three Bridge Wealth Advisors
California
$213K
LSPW
829
Lake Street Private Wealth
Illinois
$211K
GBT
830
Grove Bank & Trust
Florida
$210K
VW
831
Vantus Wealth
Pennsylvania
$209K
Qube Research & Technologies (QRT)
832
Qube Research & Technologies (QRT)
United Kingdom
$205K
KFG
833
Kelly Financial Group
Connecticut
$204K
LJAC
834
L.J. Altfest & Co
New York
$203K
BMCM
835
Bryn Mawr Capital Management
Pennsylvania
$203K
NFG
836
Northbridge Financial Group
Florida
$201K
GSWM
837
Golden State Wealth Management
California
$196K
MCM
838
Mill Capital Management
North Carolina
$196K
CFB
839
Cullen/Frost Bankers
Texas
$189K
RP
840
Rice Partnership
Hawaii
$186K
Deutsche Bank
841
Deutsche Bank
Germany
$181K
RWM
842
Rialto Wealth Management
New York
$181K
Kayne Anderson Rudnick Investment Management
843
Kayne Anderson Rudnick Investment Management
California
$177K
RCM
844
Raleigh Capital Management
North Carolina
$176K
SC
845
Solstein Capital
California
$173K
PWMG
846
Prestige Wealth Management Group
New Jersey
$167K
CT
847
Caldwell Trust
Florida
$162K
FC
848
Fairscale Capital
New Hampshire
$155K
GCM
849
Gables Capital Management
Florida
$155K
CT
850
Colonial Trust
South Carolina
$142K