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iShares MBS ETF

920 hedge funds and large institutions have $36.4B invested in iShares MBS ETF in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 441 increasing their positions, 284 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
51
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
CM
176
Cornerstone Management
Georgia
$12M
AFG
177
Atomi Financial Group
New York
$11.9M
TWP
178
Triad Wealth Partners
Kansas
$11.8M
MC
179
Meteora Capital
Florida
$11.8M
SIA
180
Spectrum Investment Advisors
Wisconsin
$11.8M
Lazard Asset Management
181
Lazard Asset Management
New York
$11.7M
IA
182
IFG Advisory
Georgia
$11.5M
FFA
183
Farther Finance Advisors
California
$11.5M
SFS
184
Security Financial Services
Indiana
$11.5M
TF
185
Theory Financial
Colorado
$11.4M
GWM
186
Geneos Wealth Management
Colorado
$11.3M
MWM
187
Modern Wealth Management
Kansas
$11.2M
PWM
188
Perigon Wealth Management
California
$11.1M
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$11M
OWA
190
One Wealth Advisors
California
$10.9M
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$10.9M
FA
192
FDx Advisors
Illinois
$10.8M
Focus Partners Wealth
193
Focus Partners Wealth
Massachusetts
$10.8M
WCA
194
Westover Capital Advisors
Delaware
$10.7M
COI
195
Connable Office Inc
Michigan
$10.6M
BBWP
196
Beacon Bridge Wealth Partners
Pennsylvania
$10.5M
EWA
197
EverSource Wealth Advisors
Alabama
$10.5M
CWMG
198
Compass Wealth Management (Georgia)
Georgia
$10.3M
EH
199
Equitable Holdings
New York
$10.3M
SMI
200
Shelter Mutual Insurance
Missouri
$10.3M