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iShares MBS ETF
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Overview Fund Activity

915 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, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

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

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
Jane Street
New York
$0
4
UBS Group
UBS Group
Switzerland
$161M
5
HCM
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
101
Brookstone Capital Management
Illinois
$27.2M -$62.8K -669 -0.2%
MWM
102
Modera Wealth Management
New Jersey
$27.1M +$217K +2,312 +0.8%
CIM
103
Confluence Investment Management
Missouri
$27.1M -$211K -2,251 -0.8%
JC
104
JB Capital
Connecticut
$26.9M +$1.46M +15,511 +6%
CWM
105
Cabot Wealth Management
Massachusetts
$26.7M -$2.52M -26,841 -9%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$26.6M +$2.35M +25,082 +10%
Federated Hermes
107
Federated Hermes
Pennsylvania
$26.2M +$5.03M +53,600 +24%
NCM
108
Northside Capital Management
Oregon
$24.9M +$4.08M +43,423 +20%
AA
109
Acorns Advisers
California
$23.8M -$3.86M -41,157 -14%
AIM
110
Avanda Investment Management
Singapore
$23.4M +$23.4M +249,458 New
PI
111
Parkside Investments
Illinois
$23.3M +$8.96M +95,398 +62%
MWP
112
Meridian Wealth Partners
Pennsylvania
$23.2M +$1.55M +16,481 +7%
BCV
113
Banque Cantonale Vaudoise
Switzerland
$22.9M -$3.76M -40,000 -14%
AI
114
Arvest Investments
Arkansas
$22.9M -$70.4K -750 -0.3%
GGS
115
Galvin Gaustad & Stein
Arizona
$22.7M +$397K +4,232 +2%
CIC
116
Carnegie Investment Counsel
Ohio
$22.7M +$944K +10,056 +4%
AG
117
Ascent Group
Virginia
$22M +$1.2M +12,732 +6%
PAG
118
Private Advisor Group
New Jersey
$21.9M +$742K +7,899 +4%
IA
119
Integrity Alliance
Iowa
$21.6M -$7.84M -83,544 -27%
RWP
120
RWA Wealth Partners
Massachusetts
$20.9M -$112M -1,192,725 -84%
SAM
121
Stansberry Asset Management
Texas
$20.8M +$20.8M +221,614 New
HighTower Advisors
122
HighTower Advisors
Illinois
$20.4M +$295K +3,138 +1%
AC
123
Allstate Corporation
Illinois
$20.3M +$8.37M +89,116 +70%
RAM
124
Readystate Asset Management
Illinois
$20.3M +$20.3M +215,945 New
HGWM
125
Horst & Graben Wealth Management
Oregon
$20.3M -$393K -4,184 -2%
3 4
5
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