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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
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
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$8.93M
WCWM
209
Wooster Corthell Wealth Management
Connecticut
$8.83M
TWM
210
TSA Wealth Management
Texas
$8.78M
WCA
211
Westover Capital Advisors
Delaware
$8.71M
ACA
212
Anchor Capital Advisors
Massachusetts
$8.69M
DAS
213
Diversify Advisory Services
Utah
$8.57M
HI
214
Harbour Investments
Wisconsin
$8.56M
TD Asset Management
215
TD Asset Management
Ontario, Canada
$8.45M
RA
216
Rational Advisors
New York
$8.37M
ACM
217
Anfield Capital Management
California
$8.22M
CWMG
218
Compass Wealth Management (Georgia)
Georgia
$8.16M
VPP
219
Vertex Planning Partners
Illinois
$8.03M
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.98M
PCP
221
Proficio Capital Partners
Massachusetts
$7.83M
SW
222
Simplicity Wealth
New Jersey
$7.75M
BF
223
Blankinship & Foster
California
$7.71M
EWM
224
Edge Wealth Management
New York
$7.67M
SAM
225
Smartleaf Asset Management
Massachusetts
$7.65M