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iShares MBS ETF
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Overview Fund Activity

914 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, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.77%
New
96
Increased
399
Reduced
308
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
2
Barclays
United Kingdom
$405M
3
Bank of America
3
Bank of America
North Carolina
$6.04B
4
Prudential Financial
4
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
2
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HCM
5
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
76
Sumitomo Mitsui Financial Group
Japan
$40.7M +$916K +9,760 +2%
SWM
77
Stockman Wealth Management
Montana
$39.8M +$11.8M +125,803 +42%
Northern Trust
78
Northern Trust
Illinois
$37.4M +$344K +3,666 +0.9%
SWP
79
Strategic Wealth Partners
Ohio
$37.3M +$37.3M +397,392 New
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$36.6M +$6.65M +70,849 +22%
CI
81
Conning Inc
Connecticut
$36.4M – – –
ETC
82
Exchange Traded Concepts
Oklahoma
$36.4M +$32.6M +347,467 +865%
Goldman Sachs
83
Goldman Sachs
New York
$34.8M -$790K -8,412 -2%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$34.5M -$2.94M -31,343 -8%
MNA
85
Manning & Napier Advisors
New York
$32.9M -$473K -5,040 -1%
DJSG
86
D.J. St. Germain
Massachusetts
$32.5M +$1.52M +16,179 +5%
ZIG
87
Zurich Insurance Group
Switzerland
$31.7M – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$31.5M +$6.93M +73,820 +28%
BSB
89
Bangor Savings Bank
Maine
$31.1M +$342K +3,638 +1%
CPO
90
Cerity Partners OCIO
New York
$30.2M – – –
Cerity Partners
91
Cerity Partners
New York
$30.1M +$25.8M +275,117 +601%
Franklin Resources
92
Franklin Resources
California
$30.1M +$915K +9,749 +3%
COI
93
Connable Office Inc
Michigan
$29.9M +$4.01M +42,672 +15%
IWC
94
Integrated Wealth Concepts
Massachusetts
$28.9M +$5.45M +58,029 +23%
HCM
95
Hilton Capital Management
New York
$28.7M -$49.4M -526,157 -63%
CW
96
CreativeOne Wealth
Kansas
$28.5M +$1.25M +13,354 +5%
DWM
97
Dakota Wealth Management
Florida
$28.2M +$7.86M +83,686 +39%
CCA
98
Clearwater Capital Advisors
Illinois
$28.2M +$311K +3,313 +1%
KWM
99
Kingsview Wealth Management
Oregon
$27.9M +$1.03M +10,968 +4%
TPW
100
Talon Private Wealth
Florida
$27.2M -$4.8M -51,175 -15%
2 3
4
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