MBB icon

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
SAM
151
Stansberry Asset Management
Texas
$15.8M
First Trust Advisors
152
First Trust Advisors
Illinois
$15.4M
Financial Engines Advisors
153
Financial Engines Advisors
California
$15.2M
TWA
154
Tandem Wealth Advisors
Arizona
$14.9M
APW
155
Austin Private Wealth
Texas
$14.7M
KAS
156
Kestra Advisory Services
Texas
$14.5M
SSWM
157
Smith Salley Wealth Management
North Carolina
$14.4M
P
158
&Partners
Tennessee
$14.4M
MWAM
159
Manhattan West Asset Management
California
$14.1M
BCI
160
Brinker Capital Investments
Pennsylvania
$14.1M
CCA
161
Checchi Capital Advisers
California
$13.9M
VAMG
162
Voisard Asset Management Group
Michigan
$13.8M
HCA
163
Heck Capital Advisors
Wisconsin
$13.7M
HFA
164
High Falls Advisors
New York
$13.6M
BCWM
165
Bartlett & Co Wealth Management
Ohio
$13.4M
Comerica Bank
166
Comerica Bank
Texas
$13.3M
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$13.1M
BWP
168
Bernardo Wealth Planning
Pennsylvania
$12.7M
Creative Planning
169
Creative Planning
Kansas
$12.4M
TF
170
Trek Financial
Arizona
$12.4M
SHIM
171
Stone House Investment Management
Pennsylvania
$12.3M
BCM
172
Boltwood Capital Management
California
$12.3M
IWA
173
Icon Wealth Advisors
Texas
$12.1M
CM
174
Cornerstone Management
Georgia
$12M
AFG
175
Atomi Financial Group
New York
$11.9M