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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
HPC
926
HM Payson & Co
Maine
$17.9K
HHCP
927
Hilton Head Capital Partners
South Carolina
$17.9K
AIC
928
Archer Investment Corporation
Indiana
$17.8K
DF
929
DecisionPoint Financial
Arizona
$16.9K
BW
930
Bravera Wealth
North Dakota
$16.2K
GWM
931
Gilpin Wealth Management
Colorado
$15.9K
WA
932
WestEnd Advisors
North Carolina
$15.6K
TH
933
TCTC Holdings
Texas
$15.4K
HIA
934
Harbor Investment Advisory
Maryland
$14.9K
UFPG
935
United Financial Planning Group
New York
$14.2K
MB
936
MidFirst Bank
Oklahoma
$14K
OSAM
937
O'Shaughnessy Asset Management
Connecticut
$13.7K
FGAM
938
Financial Gravity Asset Management
Texas
$13.5K
HWP
939
Highline Wealth Partners
California
$12.8K
WCAMG
940
Woodard & Company Asset Management Group
North Carolina
$12.5K
HFS
941
Hughes Financial Services
Virginia
$12.4K
BIM
942
Breakwater Investment Management
Washington
$11.3K
KFP
943
Kerr Financial Planning
California
$10.7K
ADL
944
Asset Dedication LLC
California
$10.4K
CWP
945
Concord Wealth Partners
Virginia
$10.2K
AC
946
AlphaCore Capital
California
$9.81K
PFM
947
Phillips Financial Management
Indiana
$9.71K
Nomura Asset Management
948
Nomura Asset Management
Japan
$9.52K
NMIMC
949
Northwestern Mutual Investment Management Company
Wisconsin
$9.52K
PFG
950
Premier Financial Group
California
$9.14K