We are live on ! Find out more
MBB icon

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
MERSOM
1026
Municipal Employees' Retirement System of Michigan
Michigan
HF
1027
HRT Financial
New York
ESL
1028
Endurance Services Ltd
New York
TW
1029
TritonPoint Wealth
Maryland
TW
1030
Trajan Wealth
Arizona
ANBOT
1031
American National Bank of Texas
Texas
GWM
1032
Greenwich Wealth Management
Connecticut
FWA
1033
FSC Wealth Advisors
New York
VA
1034
VestGen Advisors
Illinois
EWM
1035
Empirical Wealth Management
Washington
RB
1036
Renasant Bank
Mississippi
IDBONY
1037
Israel Discount Bank of New York
New York
NCFG
1038
New Century Financial Group
New Jersey
CPRC
1039
Consolidated Portfolio Review Corp
New York
BWCS
1040
Beirne Wealth Consulting Services
Connecticut
LPT
1041
Legacy Private Trust
Wisconsin
WFA
1042
WMG Financial Advisors
Tennessee
TNBTD
1043
Trustmark National Bank Trust Department
Mississippi
LBWM
1044
Left Brain Wealth Management
Illinois
EFG
1045
Ehrlich Financial Group
California
PCM
1046
Prelude Capital Management
New York
WC
1047
Waterloo Capital
Texas
BFA
1048
Bragg Financial Advisors
North Carolina
PCM
1049
Parsons Capital Management
Rhode Island
FA
1050
Fortis Advisors
Pennsylvania