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iShares MBS ETF
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Overview Fund Activity

914 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.77%
New
96
Increased
399
Reduced
308
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
2
Barclays
United Kingdom
$405M
3
Bank of America
3
Bank of America
North Carolina
$6.04B
4
Prudential Financial
4
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
2
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HCM
5
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
901
Legacy Investment Solutions
Idaho
$1.97K +$1.97K +21 New
RFA
902
Reyes Financial Architecture
California
$1.88K -$28.6K -305 -94%
MEG
903
Millstone Evans Group
Colorado
$1.88K – – –
BWL
904
Bogart Wealth LLC
Virginia
$1.31K – – –
EAM
905
Eukles Asset Management
Ohio
$1.31K – – –
FGA
906
Fortis Group Advisors
New Jersey
$1.31K – – –
PWA
907
Principia Wealth Advisory
Texas
$1.13K – – –
DF
908
Dunhill Financial
United Kingdom
$1.03K +$1.03K +11 New
RBA
909
Richard Bernstein Advisors
New York
$1.02K -$102 -1 -9%
IHWM
910
Iron Horse Wealth Management
Iowa
$970 -$9.12K -94 -90%
SFC
911
SYM Financial Corp
Indiana
$845 +$845 +9 New
HWP
912
Highline Wealth Partners
California
$751 +$751 +8 New
CFFP
913
Center for Financial Planning
Michigan
$376 -$13.4K -143 -97%
DWM
914
Darwin Wealth Management
Florida
$375 – – –
TRCT
915
Tower Research Capital (TRC)
New York
$282 +$282 +3 New
CVM
916
Cheviot Value Management
California
$281 – – –
HIW
917
Holos Integrated Wealth
Pennsylvania
$19 -$19 – –
Jane Street
918
Jane Street
New York
– -$89.1M -949,675 Closed
WCF
919
West Coast Financial
California
– -$31M -330,498 Closed
CLGM
920
Capitolis Liquid Global Markets
New York
– -$12.3M -131,400 Closed
SAMC
921
Spectrum Asset Management (California)
California
– -$11M -117,366 Closed
PCA
922
Prosperity Capital Advisors
Ohio
– -$8.1M -86,397 Closed
PSP
923
Pacific Sage Partners
Washington
– -$7.82M -83,402 Closed
HF
924
HRT Financial
New York
– -$7.39M -78,784 Closed
SA
925
Scarborough Advisors
Maryland
– -$6.79M -72,402 Closed
35 36
37
38 39