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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.

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
1
RenaissanceRe Holdings
Bermuda
$268M
2
LPL Financial
2
LPL Financial
California
$2.28B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.97B
4
UBS AM
4
UBS AM
Illinois
$98.7M
5
Jane Street
5
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.86B
2
EP
2
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
5
RWA Wealth Partners
Massachusetts
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.86B 62,533,177 -13,453,088 -18%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.76B 50,754,674 -966,207 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.5B 26,613,643 -2,156,694 -7%
LPL Financial
4
LPL Financial
California
$2.28B 24,262,602 +2,404,586 +11%
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.97B 21,042,969 +1,341,029 +7%
Ameriprise
6
Ameriprise
Minnesota
$1.34B 14,262,855 -260,296 -2%
Morgan Stanley
7
Morgan Stanley
New York
$788M 8,400,529 -134,505 -2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$500M 5,333,373 -58,805 -1%
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$448M 4,780,464 -53,172 -1%
Stifel Financial
10
Stifel Financial
Missouri
$349M 3,716,571 -189,584 -5%
Truist Financial
11
Truist Financial
North Carolina
$342M 3,651,852 -49,641 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$298M 3,175,740 -357,808 -10%
AF
13
Allworth Financial
California
$283M 3,051,257 -388,199 -11%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$276M 2,939,526 +8,399 +0.3%
RH
15
RenaissanceRe Holdings
Bermuda
$268M 2,855,431 +2,855,431 New
Wells Fargo
16
Wells Fargo
California
$239M 2,545,914 -22,471 -0.9%
UBS Group
17
UBS Group
Switzerland
$228M 2,426,914 +667,571 +38%
BlackRock
18
BlackRock
New York
$217M 2,319,215 -124,353 -5%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$195M 2,081,712 -1,204,809 -37%
SEI Investments
20
SEI Investments
Pennsylvania
$192M 2,047,512 -9,663 -0.5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$189M 2,019,792 -357,818 -15%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$175M 1,863,533 +277,926 +18%
MWA
23
Midland Wealth Advisors
Illinois
$171M 1,825,317 +490,393 +37%
MML Investors Services
24
MML Investors Services
Massachusetts
$170M 1,813,739 -140,201 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$162M 1,732,721 -26,791 -2%
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