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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
Empower Advisory Group
1051
Empower Advisory Group
Colorado
NW
1052
NewEdge Wealth
Pennsylvania
SWA
1053
Stratos Wealth Advisors
Ohio
HAS
1054
HBW Advisory Services
California
DI
1055
Disciplined Investors
Texas
WANY
1056
Wealthspire Advisors (New York)
New York
PAM
1057
Palisade Asset Management
Minnesota
SFCL
1058
Strengthening Families & Communities LLC
Massachusetts
MSWA
1059
Marshall & Sterling Wealth Advisors
New York
TPCM
1060
Templeton & Phillips Capital Management
Tennessee
WWA
1061
Wealth Watch Advisors
Colorado
KWM
1062
Kiker Wealth Management
Georgia
Allspring Global Investments
1063
Allspring Global Investments
North Carolina
NC
1064
North Capital
Utah
SIC
1065
Salem Investment Counselors
North Carolina
AP
1066
Aspect Partners
Virginia
VCM
1067
Viewpoint Capital Management
Washington
CSC
1068
Caldwell Sutter Capital
California
TRCT
1069
Tower Research Capital (TRC)
New York
VWM
1070
Valley Wealth Managers
New Jersey
PMIM
1071
Prudent Man Investment Management
Colorado
AF
1072
Alerus Financial
North Dakota
OCM
1073
Orion Capital Management
California
KFP
1074
Keener Financial Planning
Texas
FNWA
1075
Financial Network Wealth Advisors
Utah