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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
CCC
1001
Chelsea Counsel Company
California
$1.43K
FHC
1002
First Horizon Corporation
Tennessee
$1.43K
EAM
1003
Eukles Asset Management
Ohio
$1.33K
FGA
1004
Fortis Group Advisors
New Jersey
$1.33K
BWL
1005
Bogart Wealth LLC
Virginia
$1.24K
FIM
1006
FWL Investment Management
Texas
$1.05K
RBA
1007
Richard Bernstein Advisors
New York
$1.03K
HDIM
1008
Hanson & Doremus Investment Management
Vermont
$1K
PWA
1009
Provenance Wealth Advisors
Florida
$952
HWA
1010
HHM Wealth Advisors
Tennessee
$572
GWM
1011
Grand Wealth Management
Michigan
$571
PP
1012
PFS Partners
New Jersey
$477
CCMI
1013
Creative Capital Management Investments
California
$381
GFA
1014
Godfrey Financial Associates
New York
$322
CVM
1015
Cheviot Value Management
California
$287
HAP
1016
Harbor Asset Planning
Massachusetts
$286
IW
1017
Imprint Wealth
South Carolina
$95
AFC
1018
Ares Financial Consulting
California
$94
HIW
1019
Holos Integrated Wealth
Pennsylvania
$19
MI
1020
Motiv8 Investments
Florida
$11
CPO
1021
Cerity Partners OCIO
New York
Susquehanna International Group
1022
Susquehanna International Group
Pennsylvania
VPP
1023
Vertex Planning Partners
Illinois
EWM
1024
Edge Wealth Management
New York
FWP
1025
Forefront Wealth Partners
Texas