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iShares MBS ETF

924 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 403 increasing their positions, 311 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.16M
Puts
$1.63M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
176
&Partners
Tennessee
$12.4M
HH
177
Hilltop Holdings
Texas
$12.4M
GWM
178
Geneos Wealth Management
Colorado
$12.2M
BCM
179
Boltwood Capital Management
California
$12.1M
Lazard Asset Management
180
Lazard Asset Management
New York
$12M
DL
181
DOHJ LLC
Washington
$11.9M
SIA
182
Spectrum Investment Advisors
Wisconsin
$11.5M
SHIM
183
Stone House Investment Management
Pennsylvania
$11.4M
IWA
184
Icon Wealth Advisors
Texas
$11.4M
Financial Engines Advisors
185
Financial Engines Advisors
California
$11.3M
PWM
186
Perigon Wealth Management
California
$10.9M
WA
187
WBH Advisory
Maryland
$10.8M
EWA
188
EverSource Wealth Advisors
Alabama
$10.8M
IA
189
IFG Advisory
Georgia
$10.8M
SFS
190
Security Financial Services
Indiana
$10.7M
CM
191
Cornerstone Management
Georgia
$10.6M
TF
192
Trek Financial
Arizona
$10.6M
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$10.5M
AFG
194
Atomi Financial Group
New York
$10.4M
TF
195
Theory Financial
Colorado
$10.4M
FFA
196
Farther Finance Advisors
California
$10.3M
BWP
197
Bernardo Wealth Planning
Pennsylvania
$10.1M
TWP
198
Triad Wealth Partners
Kansas
$10.1M
CL
199
CIM LLC
New York
$10M
SMI
200
Shelter Mutual Insurance
Missouri
$10M