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iShares MBS ETF
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Overview Fund Activity

914 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.77%
New
96
Increased
399
Reduced
308
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
2
Barclays
United Kingdom
$405M
3
Bank of America
3
Bank of America
North Carolina
$6.04B
4
Prudential Financial
4
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
2
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HCM
5
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
151
NewSquare Capital
Pennsylvania
$16M -$116K -1,239 -0.7%
AI
152
Atria Investments
North Carolina
$15.6M -$1.21M -12,918 -7%
FAIM
153
Financial Advocates Investment Management
Washington
$15.6M +$1.08M +11,536 +7%
KAS
154
Kestra Advisory Services
Texas
$15.5M +$379K +4,034 +3%
SW
155
SteelPeak Wealth
California
$15.3M +$171K +1,825 +1%
APW
156
Austin Private Wealth
Texas
$15.3M +$334K +3,559 +2%
HNB
157
Huntington National Bank
Ohio
$15M -$14.8M – –
VT
158
Vise Technologies
New York
$15M +$15M +159,980 New
FA
159
FDx Advisors
Illinois
$15M +$507K +5,397 +3%
TG
160
TCW Group
California
$15M +$90.3K +962 +0.6%
MWM
161
Modern Wealth Management
Kansas
$14.9M +$268K +2,858 +2%
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$14.4M +$2.08M +22,179 +17%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$14.4M -$20.7M -220,458 -59%
TWA
164
Tandem Wealth Advisors
Arizona
$13.7M -$791K -8,425 -5%
SSWM
165
Smith Salley Wealth Management
North Carolina
$13.4M +$2.51M +26,767 +23%
HFA
166
High Falls Advisors
New York
$13.4M -$193K -2,052 -1%
PNAA
167
Pictet North America Advisors
Switzerland
$13.4M +$5.07M +54,036 +61%
Creative Planning
168
Creative Planning
Kansas
$13.3M -$1.26M -13,457 -9%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$13.2M +$259K +2,756 +2%
CCA
170
Checchi Capital Advisers
California
$13.1M -$19.8M -210,670 -60%
VAMG
171
Voisard Asset Management Group
Michigan
$12.7M +$1.25M +13,349 +11%
BCI
172
Brinker Capital Investments
Pennsylvania
$12.6M -$1.14M -12,094 -8%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$12.6M -$47.2M -503,207 -79%
Comerica Bank
174
Comerica Bank
Texas
$12.4M +$1.43M +15,205 +13%
MWAM
175
Manhattan West Asset Management
California
$12.4M +$894K +9,526 +8%
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