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iShares MBS ETF
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Overview Fund Activity

915 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 398 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
12.43%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
0.9%
New
109
Increased
318
Reduced
398
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
$268M
2
LPL Financial
LPL Financial
California
$2.28B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.97B
4
UBS AM
UBS AM
Illinois
$98.7M
5
Jane Street
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.86B
2
EP
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
RWA Wealth Partners
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$14.8M -$14.1M – –
MWM
152
Modern Wealth Management
Kansas
$14.6M +$1.84M +19,602 +14%
Creative Planning
153
Creative Planning
Kansas
$14.6M -$794K -8,469 -5%
FA
154
FDx Advisors
Illinois
$14.5M -$1.07M -11,448 -7%
FAIM
155
Financial Advocates Investment Management
Washington
$14.5M +$2.36M +25,203 +20%
TWA
156
Tandem Wealth Advisors
Arizona
$14.4M +$114K +1,220 +0.8%
PI
157
Parkside Investments
Illinois
$14.3M +$936K +9,977 +7%
RAM
158
Resona Asset Management
Japan
$13.9M -$1.49M -15,882 -10%
BCI
159
Brinker Capital Investments
Pennsylvania
$13.7M +$2.66M +28,341 +24%
OPS
160
Orion Portfolio Solutions
Nebraska
$13.7M +$2.66M +28,341 +24%
HFA
161
High Falls Advisors
New York
$13.5M -$2.74M -29,260 -17%
HH
162
Hilltop Holdings
Texas
$13.4M -$724K -7,725 -5%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$13M +$1.38M +14,682 +12%
SIA
164
Spectrum Investment Advisors
Wisconsin
$12.6M +$407K +4,341 +3%
BCM
165
Boltwood Capital Management
California
$12.6M -$294K -3,137 -2%
CLGM
166
Capitolis Liquid Global Markets
New York
$12.3M +$12.3M +131,400 New
Lazard Asset Management
167
Lazard Asset Management
New York
$12.3M -$11.2M – –
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$12.3M +$907K +9,671 +8%
AC
169
Allstate Corporation
Illinois
$12M +$3.28M +35,000 +38%
SHIM
170
Stone House Investment Management
Pennsylvania
$11.6M +$1.08M +11,486 +10%
MWAM
171
Manhattan West Asset Management
California
$11.5M +$4.42M +47,114 +62%
VAMG
172
Voisard Asset Management Group
Michigan
$11.4M +$3.73M +39,791 +48%
TF
173
Trek Financial
Arizona
$11.3M +$1.02M +10,906 +10%
EWA
174
EverSource Wealth Advisors
Alabama
$11.1M +$465K +4,958 +4%
SAMC
175
Spectrum Asset Management (California)
California
$11M +$11M +117,366 New
5 6
7
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