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iShares MBS ETF

924 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 403 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$27.2M
MWM
102
Modera Wealth Management
New Jersey
$27.1M
CIM
103
Confluence Investment Management
Missouri
$27.1M
JC
104
JB Capital
Connecticut
$26.9M
CWM
105
Cabot Wealth Management
Massachusetts
$26.7M
Baird Financial Group
106
Baird Financial Group
Wisconsin
$26.6M
Federated Hermes
107
Federated Hermes
Pennsylvania
$26.2M
NCM
108
Northside Capital Management
Oregon
$24.9M
AA
109
Acorns Advisers
California
$23.8M
AIM
110
Avanda Investment Management
Singapore
$23.4M
PI
111
Parkside Investments
Illinois
$23.3M
MWP
112
Meridian Wealth Partners
Pennsylvania
$23.2M
BCV
113
Banque Cantonale Vaudoise
Switzerland
$22.9M
AI
114
Arvest Investments
Arkansas
$22.9M
GGS
115
Galvin Gaustad & Stein
Arizona
$22.7M
CIC
116
Carnegie Investment Counsel
Ohio
$22.7M
AG
117
Ascent Group
Virginia
$22M
PAG
118
Private Advisor Group
New Jersey
$21.9M
IA
119
Integrity Alliance
Iowa
$21.6M
RWP
120
RWA Wealth Partners
Massachusetts
$20.9M
SAM
121
Stansberry Asset Management
Texas
$20.8M
HighTower Advisors
122
HighTower Advisors
Illinois
$20.4M
AC
123
Allstate Corporation
Illinois
$20.3M
RAM
124
Readystate Asset Management
Illinois
$20.3M
HGWM
125
Horst & Graben Wealth Management
Oregon
$20.3M