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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
OCM
901
Orion Capital Management
California
$2.85K
TWM
902
Topsail Wealth Management
North Carolina
$2.28K
LWMI
903
Legacy Wealth Management (Idaho)
Idaho
$2K
MEG
904
Millstone Evans Group
Colorado
$1.9K
RFA
905
Reyes Financial Architecture
California
$1.9K
CJ
906
Caitlin John
Michigan
$1.52K
CCC
907
Chelsea Counsel Company
California
$1.43K
BWL
908
Bogart Wealth LLC
Virginia
$1.33K
EAM
909
Eukles Asset Management
Ohio
$1.33K
FGA
910
Fortis Group Advisors
New Jersey
$1.33K
FIM
911
FWL Investment Management
Texas
$1.05K
DF
912
Dunhill Financial
United Kingdom
$1.05K
RBA
913
Richard Bernstein Advisors
New York
$1.04K
KFP
914
Keener Financial Planning
Texas
$1K
PWA
915
Provenance Wealth Advisors
Florida
$952
FNWA
916
Financial Network Wealth Advisors
Utah
$666
PP
917
PFS Partners
New Jersey
$476
BI
918
Binnacle Investments
Iowa
$476
MWM
919
MGB Wealth Management
Texas
$476
BMC
920
Bear Mountain Capital
Washington
$384
CVM
921
Cheviot Value Management
California
$289
IW
922
Imprint Wealth
South Carolina
$190
CFS
923
Compass Financial Services
Iowa
$95
HIW
924
Holos Integrated Wealth
Pennsylvania
$19
RAM
925
Readystate Asset Management
Illinois