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iShares MBS ETF

921 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 442 increasing their positions, 283 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
NP
101
NorthRock Partners
Minnesota
$29M
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$29M
CWM
103
Cabot Wealth Management
Massachusetts
$29M
BCM
104
Brookstone Capital Management
Illinois
$28.4M
MWM
105
Modera Wealth Management
New Jersey
$27.4M
Federated Hermes
106
Federated Hermes
Pennsylvania
$25.5M
AA
107
Acorns Advisers
California
$25.4M
MWP
108
Meridian Wealth Partners
Pennsylvania
$24.7M
NCM
109
Northside Capital Management
Oregon
$24.5M
IA
110
Integrity Alliance
Iowa
$24M
BCV
111
Banque Cantonale Vaudoise
Switzerland
$23.9M
CIC
112
Carnegie Investment Counsel
Ohio
$23.7M
AG
113
Ascent Group
Virginia
$23.5M
AIM
114
Avanda Investment Management
Singapore
$23.5M
GGS
115
Galvin Gaustad & Stein
Arizona
$23.1M
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$22.5M
PS
117
Principal Securities
Iowa
$22.1M
PAG
118
Private Advisor Group
New Jersey
$21.6M
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$21.6M
KLI
120
Kelman-Lazarov Inc
Tennessee
$21.6M
AI
121
Arvest Investments
Arkansas
$21.5M
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.3M
HGWM
123
Horst & Graben Wealth Management
Oregon
$21M
HighTower Advisors
124
HighTower Advisors
Illinois
$20.8M
JSA
125
Jacobson & Schmitt Advisors
Wisconsin
$20.5M