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iShares MBS ETF

929 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 407 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
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
BBWP
201
Beacon Bridge Wealth Partners
Pennsylvania
$9.96M
OWA
202
One Wealth Advisors
California
$9.89M
CTI
203
Community Trust & Investment
Kentucky
$9.81M
HCM
204
Hudson Capital Management
New Jersey
$9.71M
SL
205
Sentinus LLC
Illinois
$9.4M
KFS
206
Kelly Financial Services
Massachusetts
$9.37M
EH
207
Equitable Holdings
New York
$9.29M
I
208
INVST
Indiana
$9.24M
CI Investments Inc
209
CI Investments Inc
Ontario, Canada
$8.93M
WCWM
210
Wooster Corthell Wealth Management
Connecticut
$8.83M
TWM
211
TSA Wealth Management
Texas
$8.78M
WCA
212
Westover Capital Advisors
Delaware
$8.71M
ACA
213
Anchor Capital Advisors
Massachusetts
$8.69M
PCA
214
Prosperity Capital Advisors
Ohio
$8.6M
DAS
215
Diversify Advisory Services
Utah
$8.57M
HI
216
Harbour Investments
Wisconsin
$8.56M
TD Asset Management
217
TD Asset Management
Ontario, Canada
$8.45M
RA
218
Rational Advisors
New York
$8.37M
ACM
219
Anfield Capital Management
California
$8.22M
CWMG
220
Compass Wealth Management (Georgia)
Georgia
$8.16M
VPP
221
Vertex Planning Partners
Illinois
$8.03M
Manulife (Manufacturers Life Insurance)
222
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.98M
PCP
223
Proficio Capital Partners
Massachusetts
$7.83M
SW
224
Simplicity Wealth
New Jersey
$7.75M
BF
225
Blankinship & Foster
California
$7.71M