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iShares MBS ETF
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Overview Fund Activity

916 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 318 increasing their positions, 400 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
12.44%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.91%
New
108
Increased
318
Reduced
400
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
$268M
2
LPL Financial
LPL Financial
California
$2.28B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.97B
4
UBS AM
UBS AM
Illinois
$98.7M
5
Jane Street
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.86B
2
EP
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
RWA Wealth Partners
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
926
Loomis, Sayles & Company
Massachusetts
– -$10.5M -113,979 Closed
Natixis Advisors
927
Natixis Advisors
Massachusetts
– -$10.3M -112,829 Closed
FRA
928
FFG Retirement Advisors
Colorado
– -$7.2M -78,530 Closed
JSW
929
Journey Strategic Wealth
New Jersey
– -$6.95M -75,803 Closed
FA
930
Forefront Analytics
Pennsylvania
– -$6.63M -72,363 Closed
LWM
931
Liberty Wealth Management
California
– -$5.18M -56,774 Closed
PA
932
Procyon Advisors
Connecticut
– -$1.83M -20,015 Closed
PB
933
Prime Buchholz
New Hampshire
– -$1.59M -17,924 Closed
SWM
934
Scissortail Wealth Management
Oklahoma
– -$1.6M -17,448 Closed
KC
935
Kepos Capital
New York
– -$1.44M -15,700 Closed
DFCM
936
Dark Forest Capital Management
Puerto Rico
– -$1.31M -14,274 Closed
RC
937
Rareview Capital
Nevada
– -$1.24M -12,932 Closed
FC
938
Farringdon Capital
United Kingdom
– -$866K -9,447 Closed
TPI
939
Trust Point Inc
Wisconsin
– -$773K -8,436 Closed
PIA
940
Pinion Investment Advisors
Kansas
– -$744K -8,118 Closed
GFM
941
GEN Financial Management
Minnesota
– -$569K -6,202 Closed
AG
942
AlTi Global
New York
– -$561K -6,116 Closed
ACP
943
Aveo Capital Partners
Colorado
– -$530K -5,786 Closed
SF
944
Symphony Financial
Texas
– -$467K -5,084 Closed
LA
945
Lane & Associates
New Jersey
– -$455K -4,937 Closed
FI
946
FWG Investments
Kentucky
– -$450K -4,904 Closed
DILH
947
Dai-ichi Life Holdings
Japan
– -$448K -4,900 Closed
KA
948
Kooman & Associates
Pennsylvania
– -$440K -4,800 Closed
PWM
949
Pines Wealth Management
North Carolina
– -$407K -4,491 Closed
EC
950
Estate Counselors
Wisconsin
– -$403K -4,400 Closed
36 37
38
39 40