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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
951
NVWM LLC
Pennsylvania
– -$292K -3,112 Closed
FCP
952
Fidelis Capital Partners
Florida
– -$284K -3,041 Closed
RFA
953
RTD Financial Advisors
Pennsylvania
– -$282K -3,011 Closed
MSAGDF
954
Moneda SA Administradora General de Fondos
Chile
– -$269K -2,873 Closed
VA
955
Valmark Advisers
Ohio
– -$269K -2,867 Closed
CWM
956
Cornerstone Wealth Management
Missouri
– -$258K -2,749 Closed
PWMG
957
Pinnacle Wealth Management Group
Michigan
– -$244K -2,606 Closed
LA
958
LVW Advisors
New York
– -$242K -2,582 Closed
NFG
959
Nations Financial Group
Iowa
– -$238K -2,539 Closed
Empower Advisory Group
960
Empower Advisory Group
Colorado
– -$236K -2,514 Closed
GFP
961
Gryphon Financial Partners
Ohio
– -$233K -2,487 Closed
DI
962
Disciplined Investors
Texas
– -$232K -2,473 Closed
PRS
963
Pinkerton Retirement Specialists
Idaho
– -$231K -2,461 Closed
OCM
964
Orleans Capital Management
Louisiana
– -$224K -2,393 Closed
KFG
965
Kelly Financial Group
Connecticut
– -$218K -2,325 Closed
PFWA
966
Paces Ferry Wealth Advisors
Georgia
– -$216K -2,308 Closed
VCM
967
Virtue Capital Management
Tennessee
– -$214K -2,283 Closed
SC
968
Savant Capital
Illinois
– -$206K -2,192 Closed
BWM
969
Bulltick Wealth Management
Florida
– -$204K -2,172 Closed
SOS
970
Silver Oak Securities
Tennessee
– -$197K -2,100 Closed
PA
971
PSI Advisors
Florida
– -$155K -1,657 Closed
FW
972
Fairway Wealth
Ohio
– -$147K -1,570 Closed
AWM
973
Abound Wealth Management
Tennessee
– -$115K -1,225 Closed
AIM
974
Advyzon Investment Management
Illinois
– -$84K -895 Closed
CLOS
975
Compagnie Lombard Odier SCmA
Switzerland
– -$81.6K -870 Closed
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