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iShares MBS ETF
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Overview Fund Activity

915 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, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMI
901
Legacy Wealth Management (Idaho)
Idaho
$1.97K – – –
LIS
902
Legacy Investment Solutions
Idaho
$1.97K +$1.97K +21 New
RFA
903
Reyes Financial Architecture
California
$1.88K -$28.6K -305 -94%
MEG
904
Millstone Evans Group
Colorado
$1.88K – – –
BWL
905
Bogart Wealth LLC
Virginia
$1.31K – – –
EAM
906
Eukles Asset Management
Ohio
$1.31K – – –
FGA
907
Fortis Group Advisors
New Jersey
$1.31K – – –
PWA
908
Principia Wealth Advisory
Texas
$1.13K – – –
DF
909
Dunhill Financial
United Kingdom
$1.03K +$1.03K +11 New
RBA
910
Richard Bernstein Advisors
New York
$1.02K -$102 -1 -9%
IHWM
911
Iron Horse Wealth Management
Iowa
$970 -$9.12K -94 -90%
SFC
912
SYM Financial Corp
Indiana
$845 +$845 +9 New
HWP
913
Highline Wealth Partners
California
$751 +$751 +8 New
CFFP
914
Center for Financial Planning
Michigan
$376 -$13.4K -143 -97%
DWM
915
Darwin Wealth Management
Florida
$375 – – –
TRCT
916
Tower Research Capital (TRC)
New York
$282 +$282 +3 New
CVM
917
Cheviot Value Management
California
$281 – – –
HIW
918
Holos Integrated Wealth
Pennsylvania
$19 -$19 – –
Jane Street
919
Jane Street
New York
– -$89.1M -949,675 Closed
WCF
920
West Coast Financial
California
– -$31M -330,498 Closed
CLGM
921
Capitolis Liquid Global Markets
New York
– -$12.3M -131,400 Closed
SAMC
922
Spectrum Asset Management (California)
California
– -$11M -117,366 Closed
PCA
923
Prosperity Capital Advisors
Ohio
– -$8.1M -86,397 Closed
PSP
924
Pacific Sage Partners
Washington
– -$7.82M -83,402 Closed
HF
925
HRT Financial
New York
– -$7.39M -78,784 Closed
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