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iShares MBS ETF

920 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, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
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
Cerity Partners
126
Cerity Partners
New York
$20.2M
AWMS
127
Advocacy Wealth Management Services
Georgia
$20.1M
KWM
128
Kingsview Wealth Management
Oregon
$20M
Mariner
129
Mariner
Kansas
$19.7M
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$19.6M
LIM
131
Leavell Investment Management
Alabama
$19.4M
RWM
132
RKL Wealth Management
Pennsylvania
$19.2M
CC
133
Courier Capital
New York
$19.1M
TG
134
TCW Group
California
$18.8M
CM
135
Castleark Management
Illinois
$18.7M
GRP
136
Global Retirement Partners
California
$18.7M
MCM
137
MAI Capital Management
Ohio
$18.5M
JHU
138
Johns Hopkins University
Maryland
$18.4M
CIAS
139
CFS Investment Advisory Services
New Jersey
$17.9M
SHJ
140
Sharkey, Howes & Javer
Colorado
$17.8M
AssetMark Inc
141
AssetMark Inc
California
$17.6M
RWP
142
RWA Wealth Partners
Massachusetts
$17.3M
LA
143
Lifeworks Advisors
Michigan
$17.2M
KeyBank National Association
144
KeyBank National Association
Ohio
$17.2M
AWMT
145
AAFMAA Wealth Management & Trust
North Carolina
$16.7M
HNB
146
Huntington National Bank
Ohio
$16.6M
VT
147
Vise Technologies
New York
$16.4M
Capital International Investors
148
Capital International Investors
California
$16.2M
NC
149
NewSquare Capital
Pennsylvania
$16.2M
SW
150
SteelPeak Wealth
California
$16.1M