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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
LAS
851
Lloyd Advisory Services
Georgia
$141K
Fifth Third Bancorp
852
Fifth Third Bancorp
Ohio
$140K
WA
853
WPG Advisers
Maryland
$134K
PPC
854
Park Place Capital
Alabama
$134K
S
855
SignatureFD
Georgia
$131K
T
856
Tidemark
California
$131K
PWAM
857
Private Wealth Asset Management
Iowa
$131K
NRC
858
New Republic Capital
North Carolina
$130K
SS
859
SBI Securities
Japan
$122K
IBOK
860
Independence Bank of Kentucky
Kentucky
$118K
FFA
861
Founders Financial Alliance
North Carolina
$115K
LFG
862
Larson Financial Group
Missouri
$112K
CA
863
Crewe Advisors
Utah
$111K
FFL
864
Financial Freedom LLC
Ohio
$111K
CA
865
Clearstead Advisors
Ohio
$109K
TAM
866
Tucker Asset Management
Colorado
$106K
YP
867
YANKCOM Partnership
South Dakota
$99.5K
AGWCA
868
Annis Gardner Whiting Capital Advisors
Florida
$96.6K
TF
869
Tompkins Financial
New York
$87.1K
RFS
870
Richardson Financial Services
Massachusetts
$87K
OC
871
Oakworth Capital
Alabama
$85.2K
VWWMG
872
Vermillion & White Wealth Management Group
Pennsylvania
$79.4K
RFP
873
Root Financial Partners
California
$78.8K
CRI
874
Commonwealth Retirement Investments
Virginia
$73.5K
RIA
875
Realta Investment Advisors
Delaware
$73.2K