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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
KWM
126
Kingsview Wealth Management
Oregon
$20M
Mariner
127
Mariner
Kansas
$19.7M
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$19.6M
LIM
129
Leavell Investment Management
Alabama
$19.4M
RWM
130
RKL Wealth Management
Pennsylvania
$19.2M
CC
131
Courier Capital
New York
$19.1M
TG
132
TCW Group
California
$18.8M
CM
133
Castleark Management
Illinois
$18.7M
GRP
134
Global Retirement Partners
California
$18.7M
MCM
135
MAI Capital Management
Ohio
$18.5M
JHU
136
Johns Hopkins University
Maryland
$18.4M
CIAS
137
CFS Investment Advisory Services
New Jersey
$17.9M
SHJ
138
Sharkey, Howes & Javer
Colorado
$17.8M
AssetMark Inc
139
AssetMark Inc
California
$17.6M
RWP
140
RWA Wealth Partners
Massachusetts
$17.3M
LA
141
Lifeworks Advisors
Michigan
$17.2M
KeyBank National Association
142
KeyBank National Association
Ohio
$17.2M
AWMT
143
AAFMAA Wealth Management & Trust
North Carolina
$16.7M
HNB
144
Huntington National Bank
Ohio
$16.6M
VT
145
Vise Technologies
New York
$16.4M
Capital International Investors
146
Capital International Investors
California
$16.2M
NC
147
NewSquare Capital
Pennsylvania
$16.2M
SW
148
SteelPeak Wealth
California
$16.1M
HH
149
Hilltop Holdings
Texas
$16M
AI
150
Atria Investments
North Carolina
$15.8M