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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 %
Comerica Bank
176
Comerica Bank
Texas
$11M -$637K -6,791 -5%
SSWM
177
Smith Salley Wealth Management
North Carolina
$10.9M +$4.56M +48,645 +72%
CM
178
Cornerstone Management
Georgia
$10.6M +$147K +1,568 +1%
PWM
179
Perigon Wealth Management
California
$10.6M -$5.89M -62,770 -36%
WA
180
WBH Advisory
Maryland
$10.6M +$503K +5,367 +5%
IWA
181
Icon Wealth Advisors
Texas
$10.4M -$2.76M -29,473 -21%
SFS
182
Security Financial Services
Indiana
$10.4M -$90.6K -966 -0.9%
PS
183
Principal Securities
Iowa
$10.4M +$10.1K +110 +0.1%
SMI
184
Shelter Mutual Insurance
Missouri
$10.3M – – –
BBWP
185
Beacon Bridge Wealth Partners
Pennsylvania
$10.2M +$179K +1,907 +2%
Citigroup
186
Citigroup
New York
$9.94M +$9.41M +100,350 +1,793%
BWP
187
Bernardo Wealth Planning
Pennsylvania
$9.88M +$218K +2,326 +2%
TF
188
Theory Financial
Colorado
$9.87M +$189K +2,018 +2%
HCM
189
Hudson Capital Management
New Jersey
$9.75M +$50.9K +543 +0.5%
CL
190
CIM LLC
New York
$9.74M +$211K +2,250 +2%
OWA
191
One Wealth Advisors
California
$9.54M -$1.3M -13,852 -12%
CTI
192
Community Trust & Investment
Kentucky
$9.48M +$51.1K +545 +0.5%
AFG
193
Atomi Financial Group
New York
$9.24M +$665K +7,092 +8%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$9.13M -$89.6K -955 -1%
WCWM
195
Wooster Corthell Wealth Management
Connecticut
$9.09M -$46.6K -497 -0.5%
KFS
196
Kelly Financial Services
Massachusetts
$9.08M -$1.44M -15,391 -14%
SL
197
Sentinus LLC
Illinois
$9.05M +$445K +4,747 +5%
CI Investments Inc
198
CI Investments Inc
Ontario, Canada
$8.91M -$131K -1,400 -1%
ACA
199
Anchor Capital Advisors
Massachusetts
$8.91M +$93.6K +998 +1%
WCA
200
Westover Capital Advisors
Delaware
$8.83M +$911K +9,711 +11%
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