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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.3M
Puts
$2.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JC
101
JB Capital
Connecticut
$29.3M
NP
102
NorthRock Partners
Minnesota
$29M
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$29M
CWM
104
Cabot Wealth Management
Massachusetts
$29M
BCM
105
Brookstone Capital Management
Illinois
$28.4M
MWM
106
Modera Wealth Management
New Jersey
$27.4M
Federated Hermes
107
Federated Hermes
Pennsylvania
$25.5M
AA
108
Acorns Advisers
California
$25.4M
MWP
109
Meridian Wealth Partners
Pennsylvania
$24.7M
NCM
110
Northside Capital Management
Oregon
$24.5M
IA
111
Integrity Alliance
Iowa
$24M
BCV
112
Banque Cantonale Vaudoise
Switzerland
$23.9M
CIC
113
Carnegie Investment Counsel
Ohio
$23.7M
AG
114
Ascent Group
Virginia
$23.5M
AIM
115
Avanda Investment Management
Singapore
$23.5M
GGS
116
Galvin Gaustad & Stein
Arizona
$23.1M
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$22.5M
PS
118
Principal Securities
Iowa
$22.1M
PAG
119
Private Advisor Group
New Jersey
$21.6M
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$21.6M
KLI
121
Kelman-Lazarov Inc
Tennessee
$21.6M
AI
122
Arvest Investments
Arkansas
$21.5M
JFGIW
123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3M
HGWM
124
Horst & Graben Wealth Management
Oregon
$21M
HighTower Advisors
125
HighTower Advisors
Illinois
$20.8M