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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
TWP
176
Triad Wealth Partners
Kansas
$11.8M
MC
177
Meteora Capital
Florida
$11.8M
SIA
178
Spectrum Investment Advisors
Wisconsin
$11.8M
Lazard Asset Management
179
Lazard Asset Management
New York
$11.7M
IA
180
IFG Advisory
Georgia
$11.5M
FFA
181
Farther Finance Advisors
California
$11.5M
SFS
182
Security Financial Services
Indiana
$11.5M
TF
183
Theory Financial
Colorado
$11.4M
GWM
184
Geneos Wealth Management
Colorado
$11.3M
MWM
185
Modern Wealth Management
Kansas
$11.2M
PWM
186
Perigon Wealth Management
California
$11.1M
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$11M
OWA
188
One Wealth Advisors
California
$10.9M
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$10.9M
FA
190
FDx Advisors
Illinois
$10.8M
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$10.8M
WCA
192
Westover Capital Advisors
Delaware
$10.7M
COI
193
Connable Office Inc
Michigan
$10.6M
BBWP
194
Beacon Bridge Wealth Partners
Pennsylvania
$10.5M
EWA
195
EverSource Wealth Advisors
Alabama
$10.5M
CWMG
196
Compass Wealth Management (Georgia)
Georgia
$10.3M
EH
197
Equitable Holdings
New York
$10.3M
SMI
198
Shelter Mutual Insurance
Missouri
$10.3M
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$10.1M
SL
200
Sentinus LLC
Illinois
$10.1M