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iShares MBS ETF

906 hedge funds and large institutions have $36B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 433 increasing their positions, 279 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
49
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
CWM
101
Cabot Wealth Management
Massachusetts
$29M
BCM
102
Brookstone Capital Management
Illinois
$28.4M
MWM
103
Modera Wealth Management
New Jersey
$27.4M
Federated Hermes
104
Federated Hermes
Pennsylvania
$25.5M
AA
105
Acorns Advisers
California
$25.4M
MWP
106
Meridian Wealth Partners
Pennsylvania
$24.7M
NCM
107
Northside Capital Management
Oregon
$24.5M
IA
108
Integrity Alliance
Iowa
$24M
BCV
109
Banque Cantonale Vaudoise
Switzerland
$23.9M
CIC
110
Carnegie Investment Counsel
Ohio
$23.7M
AG
111
Ascent Group
Virginia
$23.5M
AIM
112
Avanda Investment Management
Singapore
$23.5M
GGS
113
Galvin Gaustad & Stein
Arizona
$23.1M
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$22.5M
PS
115
Principal Securities
Iowa
$22.1M
PAG
116
Private Advisor Group
New Jersey
$21.6M
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$21.6M
KLI
118
Kelman-Lazarov Inc
Tennessee
$21.6M
AI
119
Arvest Investments
Arkansas
$21.5M
JFGIW
120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3M
HGWM
121
Horst & Graben Wealth Management
Oregon
$21M
HighTower Advisors
122
HighTower Advisors
Illinois
$20.8M
JSA
123
Jacobson & Schmitt Advisors
Wisconsin
$20.5M
Cerity Partners
124
Cerity Partners
New York
$20.2M
AWMS
125
Advocacy Wealth Management Services
Georgia
$20.1M