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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
NRG
901
Nemes Rush Group
Michigan
$34.4K
DSC
902
Duncker Streett & Co
Missouri
$33.3K
CTC
903
Central Trust Company
Missouri
$33K
WA
904
Westfuller Advisors
New York
$32.8K
LI
905
LRI Investments
Florida
$30.5K
ETS
906
ESL Trust Services
New York
$27.9K
DWA
907
Delos Wealth Advisors
Texas
$26.9K
RFG
908
REAP Financial Group
Texas
$25.5K
BGC
909
Beutel, Goodman & Co
Ontario, Canada
$25K
VWM
910
Vermillion Wealth Management
Minnesota
$23.8K
WIM
911
Westside Investment Management
California
$23.4K
SC
912
SouthState Corp
Florida
$23.1K
MWA
913
Medallion Wealth Advisors
Connecticut
$22.5K
KA
914
Kozak & Associates
Colorado
$21.7K
MA
915
MCF Advisors
Kentucky
$21.6K
CG
916
Curat Global
New Hampshire
$21.4K
ME
917
McIlrath & Eck
Washington
$20.7K
BCM
918
Boreal Capital Management
Florida
$20.6K
EB
919
Eastern Bank
Massachusetts
$20.5K
MFP
920
Meramec Financial Planners
Missouri
$20.4K
LWANC
921
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
HFS
922
Hantz Financial Services
Michigan
$19K
MCA
923
McGuire Capital Advisors
Oklahoma
$18.7K
MWPCG
924
Measured Wealth Private Client Group
New Hampshire
$18.1K
HBW
925
Hazlett, Burt & Watson
West Virginia
$18K