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iShares MBS ETF

919 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 320 increasing their positions, 401 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $33.4B → $31.9B (-$1.46B)

5.21% less ownership

Funds ownership: 91.79%86.58% (-5.2%)

20% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 401

Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.7M
Puts
$4.38M
Net Calls
Net Calls Change

Top Buyers

1 +$268M
2 +$226M
3 +$126M
4
UBS AM
UBS AM
Illinois
+$98.7M
5
Jane Street
Jane Street
New York
+$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Acorns Advisers
California
$27.6M
BCM
102
Brookstone Capital Management
Illinois
$27.3M
CIM
103
Confluence Investment Management
Missouri
$27.3M
CW
104
CreativeOne Wealth
Kansas
$27.2M
KWM
105
Kingsview Wealth Management
Oregon
$26.9M
MWM
106
Modera Wealth Management
New Jersey
$26.8M
BCV
107
Banque Cantonale Vaudoise
Switzerland
$26.6M
COI
108
Connable Office Inc
Michigan
$25.9M
JC
109
JB Capital
Connecticut
$25.4M
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$24.6M
Baird Financial Group
111
Baird Financial Group
Wisconsin
$24.2M
IWC
112
Integrated Wealth Concepts
Massachusetts
$23.4M
AI
113
Arvest Investments
Arkansas
$22.9M
GGS
114
Galvin Gaustad & Stein
Arizona
$22.3M
CIC
115
Carnegie Investment Counsel
Ohio
$21.7M
MWP
116
Meridian Wealth Partners
Pennsylvania
$21.7M
PAG
117
Private Advisor Group
New Jersey
$21.2M
Federated Hermes
118
Federated Hermes
Pennsylvania
$21.1M
NCM
119
Northside Capital Management
Oregon
$20.8M
AG
120
Ascent Group
Virginia
$20.8M
HGWM
121
Horst & Graben Wealth Management
Oregon
$20.6M
DWM
122
Dakota Wealth Management
Florida
$20.4M
SAS
123
Sage Advisory Services
Texas
$20.3M
GWM
124
Geneos Wealth Management
Colorado
$20.2M
HighTower Advisors
125
HighTower Advisors
Illinois
$20.1M