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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
CH
951
CDKV Holdings
Colorado
$8.57K
LC
952
Luminist Capital
Michigan
$8.38K
PSFG
953
Park Square Financial Group
Georgia
$7.79K
MA
954
Montag & Associates
Georgia
$7.52K
CFP
955
Comprehensive Financial Planning
Pennsylvania
$7.43K
BC
956
Barrett & Company
Rhode Island
$7.15K
OAJ
957
Ogorek Anthony Joseph
New York
$7K
GEA
958
Glen Eagle Advisors
New Jersey
$6.38K
NFSG
959
Newbridge Financial Services Group
Florida
$6.09K
NA
960
Networth Advisors
Pennsylvania
$5.88K
CWM
961
Consultiva Wealth Management
Puerto Rico
$5.81K
1IA
962
1620 Investment Advisors
Massachusetts
$5.71K
EWM
963
EPG Wealth Management
Georgia
$5.6K
BL
964
BFSG LLC
California
$5.24K
HC
965
Hurley Capital
New York
$4.86K
RIAS
966
Rachor Investment Advisory Services
Michigan
$4.59K
MAFA
967
MJT & Associates Financial Advisory
Minnesota
$4.57K
CCM
968
Chilton Capital Management
Texas
$4.57K
LWMI
969
Legacy Wealth Management (Idaho)
Idaho
$4.38K
GCM
970
Gunpowder Capital Management
Maryland
$4.38K
LWM
971
Lodestone Wealth Management
Washington
$4.38K
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$4.09K
CWM
973
Copia Wealth Management
Oregon
$4K
CPA
974
Cardiff Park Advisors
California
$3.9K
SL
975
Salomon & Ludwin
Virginia
$3.81K