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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
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
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
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
Barclays
United Kingdom
$405M
3
Bank of America
Bank of America
North Carolina
$6.04B
4
Prudential Financial
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
Jane Street
New York
$0
4
UBS Group
UBS Group
Switzerland
$161M
5
HCM
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
176
&Partners
Tennessee
$12.4M +$7.06M +75,171 +132%
HH
177
Hilltop Holdings
Texas
$12.4M -$1.08M -11,506 -8%
GWM
178
Geneos Wealth Management
Colorado
$12.2M -$7.1M -75,610 -37%
BCM
179
Boltwood Capital Management
California
$12.1M -$507K -5,397 -4%
Lazard Asset Management
180
Lazard Asset Management
New York
$12M -$12.3M – –
DL
181
DOHJ LLC
Washington
$11.9M +$5.92M +64,078 +98%
SIA
182
Spectrum Investment Advisors
Wisconsin
$11.5M -$1.07M -11,356 -8%
SHIM
183
Stone House Investment Management
Pennsylvania
$11.4M -$190K -2,020 -2%
IWA
184
Icon Wealth Advisors
Texas
$11.4M +$919K +9,783 +9%
Financial Engines Advisors
185
Financial Engines Advisors
California
$11.3M +$3.61M +38,490 +47%
PWM
186
Perigon Wealth Management
California
$10.9M +$304K +3,233 +3%
WA
187
WBH Advisory
Maryland
$10.8M +$245K +2,605 +2%
EWA
188
EverSource Wealth Advisors
Alabama
$10.8M -$328K -3,489 -3%
IA
189
IFG Advisory
Georgia
$10.8M +$2.54M +27,083 +31%
SFS
190
Security Financial Services
Indiana
$10.7M +$312K +3,323 +3%
CM
191
Cornerstone Management
Georgia
$10.6M -$78K -831 -0.7%
TF
192
Trek Financial
Arizona
$10.6M -$758K -8,077 -7%
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$10.5M +$5.7M +60,665 +118%
AFG
194
Atomi Financial Group
New York
$10.4M +$1.2M +12,730 +13%
TF
195
Theory Financial
Colorado
$10.4M +$635K +6,828 +6%
FFA
196
Farther Finance Advisors
California
$10.3M -$6.69M -71,260 -39%
BWP
197
Bernardo Wealth Planning
Pennsylvania
$10.1M +$200K +2,132 +2%
TWP
198
Triad Wealth Partners
Kansas
$10.1M +$2.15M +22,907 +27%
CL
199
CIM LLC
New York
$10M +$260K +2,773 +3%
SMI
200
Shelter Mutual Insurance
Missouri
$10M -$319K -3,400 -3%
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8
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