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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 %
CWP
951
Core Wealth Partners
California
– -$399K -4,356 Closed
FA
952
Fiducient Advisors
Illinois
– -$375K -4,089 Closed
OCM
953
Objective Capital Management
Ohio
– -$357K -3,897 Closed
RPGK
954
Retirement Planning Group (Kansas)
Kansas
– -$318K -3,463 Closed
OPWM
955
Oregon Pacific Wealth Management
Oregon
– -$290K -3,164 Closed
BJL
956
Brighton Jones LLC
Washington
– -$273K -2,981 Closed
RW
957
Ridgeline Wealth
Arizona
– -$260K -2,838 Closed
CGFA
958
Colton Groome Financial Advisors
North Carolina
– -$258K -2,810 Closed
BTWM
959
Brass Tax Wealth Management
Ohio
– -$245K -2,668 Closed
MSFS
960
Main Street Financial Solutions
Pennsylvania
– -$226K -2,460 Closed
CWM
961
Collaborative Wealth Management
Florida
– -$202K -2,201 Closed
LJHT
962
Laurie J. Hall Trustee
– -$101K -1,100 Closed
CAS
963
Coppell Advisory Solutions
Texas
– -$92.1K -1,002 Closed
CA
964
Crewe Advisors
Utah
– -$77.6K -846 Closed
SC
965
SouthState Corp
Florida
– -$75K -818 Closed
Bank Julius Baer & Co
966
Bank Julius Baer & Co
Switzerland
– -$68.8K -680 Closed
AWM
967
Activest Wealth Management
Florida
– -$57.6K -628 Closed
LC
968
Lavaca Capital
Texas
– -$41.6K -454 Closed
TCPW
969
Twin City Private Wealth
North Carolina
– -$35K -382 Closed
EW
970
Element Wealth
Mississippi
– -$33.3K -364 Closed
CP
971
Castleview Partners
Texas
– -$28.7K -313 Closed
DWA
972
Delos Wealth Advisors
Texas
– -$25K -273 Closed
WB
973
Webster Bank
Connecticut
– -$24.2K -264 Closed
FFO
974
Fortitude Family Office
Arizona
– -$22.9K -250 Closed
CMA
975
Cedar Mountain Advisors
Oregon
– -$19.8K -216 Closed
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