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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
SIC
851
Salem Investment Counselors
North Carolina
$18.6K
KFI
852
Key Financial Inc
Pennsylvania
$18.4K
MWPCG
853
Measured Wealth Private Client Group
New Hampshire
$18.1K
HPC
854
HM Payson & Co
Maine
$17.9K
FGAM
855
Financial Gravity Asset Management
Texas
$17.9K
UFPG
856
United Financial Planning Group
New York
$16.1K
WA
857
WestEnd Advisors
North Carolina
$15.6K
TH
858
TCTC Holdings
Texas
$15.4K
HFS
859
Hughes Financial Services
Virginia
$15.2K
NRG
860
Nemes Rush Group
Michigan
$14.7K
HIA
861
Harbor Investment Advisory
Maryland
$14.3K
MAFA
862
MJT & Associates Financial Advisory
Minnesota
$12.8K
AP
863
Aspect Partners
Virginia
$11.4K
BIM
864
Breakwater Investment Management
Washington
$11.3K
KFP
865
Kerr Financial Planning
California
$10.6K
ADL
866
Asset Dedication LLC
California
$10.4K
CWP
867
Concord Wealth Partners
Virginia
$10.2K
VCM
868
Viewpoint Capital Management
Washington
$10.2K
AC
869
AlphaCore Capital
California
$9.8K
CSC
870
Caldwell Sutter Capital
California
$9.8K
Nomura Asset Management
871
Nomura Asset Management
Japan
$9.52K
NMIMC
872
Northwestern Mutual Investment Management Company
Wisconsin
$9.52K
TRCT
873
Tower Research Capital (TRC)
New York
$9.52K
PSFG
874
Park Square Financial Group
Georgia
$8.94K
GEA
875
Glen Eagle Advisors
New Jersey
$8.09K