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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 442 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
BC
876
Barrett & Company
Rhode Island
$6.57K
OSAM
877
O'Shaughnessy Asset Management
Connecticut
$6.47K
VWM
878
Valley Wealth Managers
New Jersey
$6.18K
NFSG
879
Newbridge Financial Services Group
Florida
$6.09K
CWM
880
Consultiva Wealth Management
Puerto Rico
$5.8K
FWM
881
FSA Wealth Management
Massachusetts
$5.71K
1IA
882
1620 Investment Advisors
Massachusetts
$5.71K
EWM
883
EPG Wealth Management
Georgia
$5.53K
BL
884
BFSG LLC
California
$5.23K
PMIM
885
Prudent Man Investment Management
Colorado
$4.58K
CCM
886
Chilton Capital Management
Texas
$4.57K
SL
887
Salomon & Ludwin
Virginia
$4.28K
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$4.09K
HWA
889
HHM Wealth Advisors
Tennessee
$4K
CWM
890
Copia Wealth Management
Oregon
$4K
CPA
891
Cardiff Park Advisors
California
$3.9K
NWM
892
Nova Wealth Management
Florida
$3.81K
AUB
893
Atlantic Union Bankshares
Virginia
$3.81K
KA
894
Kozak & Associates
Colorado
$3.61K
AF
895
Alerus Financial
North Dakota
$3.52K
CAM
896
Chesapeake Asset Management
New York
$3.23K
TFG
897
Team Financial Group
California
$3.09K
SIS
898
Strategic Investment Solutions
Illinois
$3.08K
MAS
899
MPWM Advisory Solutions
Georgia
$2.85K
FRA
900
Front Row Advisors
California
$2.85K