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iShares MBS ETF

914 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, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
96
Increased
399
Reduced
308
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 %
WA
851
WestEnd Advisors
North Carolina
$14.1K
AIP
852
Ameritas Investment Partners
Nebraska
$14.1K
TCM
853
TruNorth Capital Management
Michigan
$14.1K
HFS
854
Hantz Financial Services
Michigan
$14K
HIA
855
Harbor Investment Advisory
Maryland
$13.3K +$4.23K +45 +46%
FAM
856
Flaharty Asset Management
Florida
$13.2K -$20.5K -218 -61%
PSFG
857
Park Square Financial Group
Georgia
$11.6K +$282 +3 +2%
AP
858
Aspect Partners
Virginia
$11.3K +$11.3K +120 New
BIM
859
Breakwater Investment Management
Washington
$11.2K
AC
860
AlphaCore Capital
California
$10.3K +$657 +7 +7%
CWP
861
Concord Wealth Partners
Virginia
$10K -$15.6K -166 -61%
CSC
862
Caldwell Sutter Capital
California
$9.67K
NMIMC
863
Northwestern Mutual Investment Management Company
Wisconsin
$9.39K -$45.9M -488,900 -100%
Nomura Asset Management
864
Nomura Asset Management
Japan
$9.39K
HR
865
Howe & Rusling
New York
$9.39K +$94 +1 +1%
LFA
866
LGT Financial Advisors
Texas
$8.9K -$9.46K -101 -52%
NWM
867
Nova Wealth Management
Florida
$8.08K +$8.08K +86 New
MA
868
Montag & Associates
Georgia
$7.42K +$7.42K +79 New
OAJ
869
Ogorek Anthony Joseph
New York
$7K +$95 +1 +1%
GEA
870
Glen Eagle Advisors
New Jersey
$6.57K +$751 +8 +13%
BC
871
Barrett & Company
Rhode Island
$6.48K
VWM
872
Valley Wealth Managers
New Jersey
$6.1K
NFSG
873
Newbridge Financial Services Group
Florida
$6.01K +$1.88K +20 +45%
CWM
874
Consultiva Wealth Management
Puerto Rico
$5.73K
FWM
875
FSA Wealth Management
Massachusetts
$5.63K