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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
SS
876
Sunbelt Securities
Texas
$67.2K
HR
877
Howe & Rusling
New York
$67.1K
AG
878
AmeriFlex Group
Nevada
$65.9K
KCM
879
Key Capital Management
Tennessee
$63.6K
MW
880
Merited Wealth
Florida
$63.1K
RF
881
Rossby Financial
Florida
$58.8K
RA
882
Ransom Advisory
Rhode Island
$56.9K
WTC
883
WhitTier Trust Company
Nevada
$55.6K
Q1WB
884
Quest 10 Wealth Builders
Virginia
$54.1K
OC
885
Optima Capital
Oregon
$47.4K
LC
886
Lavaca Capital
Texas
$44.1K
C
887
Covestor
United Kingdom
$42K
SEP
888
Signature Equity Partners
Ohio
$42K
WSFS
889
Wilmington Savings Fund Society
Delaware
$41.2K
TCOV
890
Trust Company of Vermont
Vermont
$40.7K
TFA
891
Toth Financial Advisory
Virginia
$40.6K
TFGT
892
TS Financial Group (TSFG)
Illinois
$39K
DF
893
Dunhill Financial
United Kingdom
$38.3K
TCM
894
Triumph Capital Management
Colorado
$37.7K
TIM
895
Thompson Investment Management
Wisconsin
$37.6K
SWM
896
SHP Wealth Management
Massachusetts
$37.4K
BFP
897
Birchwood Financial Partners
Minnesota
$37K
RIL
898
Rothschild Investment LLC
Illinois
$36.8K
KFI
899
Key Financial Inc
Pennsylvania
$36.2K
APW
900
Aventura Private Wealth
Florida
$34.8K