MBB icon

iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
JSA
126
Jacobson & Schmitt Advisors
Wisconsin
$20.5M
Cerity Partners
127
Cerity Partners
New York
$20.2M
AWMS
128
Advocacy Wealth Management Services
Georgia
$20.1M
KWM
129
Kingsview Wealth Management
Oregon
$20M
Mariner
130
Mariner
Kansas
$19.7M
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$19.6M
LIM
132
Leavell Investment Management
Alabama
$19.4M
RWM
133
RKL Wealth Management
Pennsylvania
$19.2M
CC
134
Courier Capital
New York
$19.1M
TG
135
TCW Group
California
$18.8M
CM
136
Castleark Management
Illinois
$18.7M
GRP
137
Global Retirement Partners
California
$18.7M
MCM
138
MAI Capital Management
Ohio
$18.5M
JHU
139
Johns Hopkins University
Maryland
$18.4M
CIAS
140
CFS Investment Advisory Services
New Jersey
$17.9M
SHJ
141
Sharkey, Howes & Javer
Colorado
$17.8M
AssetMark Inc
142
AssetMark Inc
California
$17.6M
RWP
143
RWA Wealth Partners
Massachusetts
$17.3M
LA
144
Lifeworks Advisors
Michigan
$17.2M
KeyBank National Association
145
KeyBank National Association
Ohio
$17.2M
AWMT
146
AAFMAA Wealth Management & Trust
North Carolina
$16.7M
HNB
147
Huntington National Bank
Ohio
$16.6M
VT
148
Vise Technologies
New York
$16.4M
Capital International Investors
149
Capital International Investors
California
$16.2M
NC
150
NewSquare Capital
Pennsylvania
$16.2M