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iShares MBS ETF

920 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, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
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
OSAM
876
O'Shaughnessy Asset Management
Connecticut
$6.47K
VWM
877
Valley Wealth Managers
New Jersey
$6.18K
NFSG
878
Newbridge Financial Services Group
Florida
$6.09K
CWM
879
Consultiva Wealth Management
Puerto Rico
$5.8K
1IA
880
1620 Investment Advisors
Massachusetts
$5.71K
FWM
881
FSA Wealth Management
Massachusetts
$5.71K
EWM
882
EPG Wealth Management
Georgia
$5.53K
BL
883
BFSG LLC
California
$5.23K
PMIM
884
Prudent Man Investment Management
Colorado
$4.58K
CCM
885
Chilton Capital Management
Texas
$4.57K
SL
886
Salomon & Ludwin
Virginia
$4.28K
MPWT
887
MassMutual Private Wealth & Trust
Connecticut
$4.09K
HWA
888
HHM Wealth Advisors
Tennessee
$4K
CWM
889
Copia Wealth Management
Oregon
$4K
CPA
890
Cardiff Park Advisors
California
$3.9K
NWM
891
Nova Wealth Management
Florida
$3.81K
AUB
892
Atlantic Union Bankshares
Virginia
$3.81K
KA
893
Kozak & Associates
Colorado
$3.61K
AF
894
Alerus Financial
North Dakota
$3.52K
CAM
895
Chesapeake Asset Management
New York
$3.23K
TFG
896
Team Financial Group
California
$3.09K
SIS
897
Strategic Investment Solutions
Illinois
$3.08K
MAS
898
MPWM Advisory Solutions
Georgia
$2.85K
FRA
899
Front Row Advisors
California
$2.85K
OCM
900
Orion Capital Management
California
$2.85K