MBB icon

iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
CWM
876
Copia Wealth Management
Oregon
$4K
CPA
877
Cardiff Park Advisors
California
$3.9K
NWM
878
Nova Wealth Management
Florida
$3.81K
AUB
879
Atlantic Union Bankshares
Virginia
$3.81K
KA
880
Kozak & Associates
Colorado
$3.61K
AF
881
Alerus Financial
North Dakota
$3.52K
CAM
882
Chesapeake Asset Management
New York
$3.23K
TFG
883
Team Financial Group
California
$3.09K
MAS
884
MPWM Advisory Solutions
Georgia
$2.85K
FRA
885
Front Row Advisors
California
$2.85K
OCM
886
Orion Capital Management
California
$2.85K
TWM
887
Topsail Wealth Management
North Carolina
$2.28K
LWMI
888
Legacy Wealth Management (Idaho)
Idaho
$2K
RFA
889
Reyes Financial Architecture
California
$1.9K
MEG
890
Millstone Evans Group
Colorado
$1.9K
CJ
891
Caitlin John
Michigan
$1.52K
CCC
892
Chelsea Counsel Company
California
$1.43K
EAM
893
Eukles Asset Management
Ohio
$1.33K
FGA
894
Fortis Group Advisors
New Jersey
$1.33K
BWL
895
Bogart Wealth LLC
Virginia
$1.33K
FIM
896
FWL Investment Management
Texas
$1.05K
DF
897
Dunhill Financial
United Kingdom
$1.05K
RBA
898
Richard Bernstein Advisors
New York
$1.04K
KFP
899
Keener Financial Planning
Texas
$1K
PWA
900
Provenance Wealth Advisors
Florida
$952