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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 %
PCIA
201
Prime Capital Investment Advisors
Kansas
$8.69M +$2.06M +21,943 +31%
PCP
202
Proficio Capital Partners
Massachusetts
$8.62M +$704K +7,555 +9%
TWM
203
TSA Wealth Management
Texas
$8.6M -$682K -7,269 -7%
I
204
INVST
Indiana
$8.6M -$5.17M -55,104 -38%
EH
205
Equitable Holdings
New York
$8.51M +$1.69M +17,968 +25%
TD Asset Management
206
TD Asset Management
Ontario, Canada
$8.44M – – –
HI
207
Harbour Investments
Wisconsin
$8.4M +$374K +3,989 +5%
BF
208
Blankinship & Foster
California
$8.35M +$7.5K +80 +0.1%
ACM
209
Anfield Capital Management
California
$8.28M +$489K +5,212 +6%
PNAA
210
Pictet North America Advisors
Switzerland
$8.27M -$3.56M -37,988 -30%
IA
211
IFG Advisory
Georgia
$8.24M +$1.21M +12,860 +17%
PCA
212
Prosperity Capital Advisors
Ohio
$8.1M -$457K -4,870 -5%
IPW
213
Impact Partnership Wealth
Georgia
$8.09M +$2.06M +21,939 +34%
First Trust Advisors
214
First Trust Advisors
Illinois
$8.04M -$405K -4,315 -5%
EWM
215
Edge Wealth Management
New York
$7.95M -$167K -1,784 -2%
TWP
216
Triad Wealth Partners
Kansas
$7.91M -$265K -2,827 -3%
PSP
217
Pacific Sage Partners
Washington
$7.82M +$510K +5,443 +7%
VPP
218
Vertex Planning Partners
Illinois
$7.81M +$319K +3,404 +4%
Financial Engines Advisors
219
Financial Engines Advisors
California
$7.7M +$4.36M +46,463 +130%
WFI
220
West Family Investments
California
$7.6M -$34K -361 -0.4%
CSP
221
Cary Street Partners
Virginia
$7.45M -$723K -7,705 -9%
HF
222
HRT Financial
New York
$7.39M +$7.39M +78,784 New
MYAM
223
Meiji Yasuda Asset Management
Japan
$7.37M -$501K -5,344 -6%
TIM
224
Tortoise Investment Management
New York
$7.33M -$3.61M -38,488 -33%
B
225
Bailard
California
$7.14M +$453K +4,833 +7%
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