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iShares MBS ETF

920 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, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

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