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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
CC
126
Centiva Capital
New York
$20.2M
KLI
127
Kelman-Lazarov Inc
Tennessee
$20M
Mariner
128
Mariner
Kansas
$19.5M
RWM
129
RKL Wealth Management
Pennsylvania
$19.1M
AWS
130
Atria Wealth Solutions
New York
$19M
JFGIW
131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8M
AWMS
132
Advocacy Wealth Management Services
Georgia
$18.8M
GRP
133
Global Retirement Partners
California
$18.8M
CM
134
Castleark Management
Illinois
$18.5M
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$18.4M
SAS
136
Sage Advisory Services
Texas
$18.3M
JHU
137
Johns Hopkins University
Maryland
$18.2M
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$17.8M
LIM
139
Leavell Investment Management
Alabama
$17.8M
CC
140
Courier Capital
New York
$17.6M
KeyBank National Association
141
KeyBank National Association
Ohio
$17.1M
AAS
142
Avantax Advisory Services
Texas
$17M
CIAS
143
CFS Investment Advisory Services
New Jersey
$16.8M
SHJ
144
Sharkey, Howes & Javer
Colorado
$16.8M
MCM
145
MAI Capital Management
Ohio
$16.8M
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$16.8M
PS
147
Principal Securities
Iowa
$16.2M
AWMT
148
AAFMAA Wealth Management & Trust
North Carolina
$16.1M
LA
149
Lifeworks Advisors
Michigan
$16.1M
RAM
150
Resona Asset Management
Japan
$16.1M