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iShares MBS ETF

925 hedge funds and large institutions have $36.5B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 445 increasing their positions, 284 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
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
IWA
176
Icon Wealth Advisors
Texas
$12.1M
CM
177
Cornerstone Management
Georgia
$12M
AFG
178
Atomi Financial Group
New York
$11.9M
TWP
179
Triad Wealth Partners
Kansas
$11.8M
MC
180
Meteora Capital
Florida
$11.8M
SIA
181
Spectrum Investment Advisors
Wisconsin
$11.8M
Lazard Asset Management
182
Lazard Asset Management
New York
$11.7M
IA
183
IFG Advisory
Georgia
$11.5M
FFA
184
Farther Finance Advisors
California
$11.5M
SFS
185
Security Financial Services
Indiana
$11.5M
TF
186
Theory Financial
Colorado
$11.4M
GWM
187
Geneos Wealth Management
Colorado
$11.3M
MWM
188
Modern Wealth Management
Kansas
$11.2M
PWM
189
Perigon Wealth Management
California
$11.1M
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$11M
OWA
191
One Wealth Advisors
California
$10.9M
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$10.9M
FA
193
FDx Advisors
Illinois
$10.8M
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$10.8M
WCA
195
Westover Capital Advisors
Delaware
$10.7M
COI
196
Connable Office Inc
Michigan
$10.6M
BBWP
197
Beacon Bridge Wealth Partners
Pennsylvania
$10.5M
EWA
198
EverSource Wealth Advisors
Alabama
$10.5M
CWMG
199
Compass Wealth Management (Georgia)
Georgia
$10.3M
EH
200
Equitable Holdings
New York
$10.3M