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iShares MBS ETF
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Overview Fund Activity

914 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
96
Increased
399
Reduced
308
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
Barclays
United Kingdom
$405M
3
Bank of America
Bank of America
North Carolina
$6.04B
4
Prudential Financial
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
Jane Street
New York
$0
4
UBS Group
UBS Group
Switzerland
$161M
5
HCM
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$6.04B +$169M +1,796,449 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.74B -$24.4M -259,620 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.51B +$14.4M +153,806 +0.6%
LPL Financial
4
LPL Financial
California
$2.38B +$102M +1,088,417 +4%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$2.25B +$1.75B +18,631,536 +349%
Fisher Asset Management
6
Fisher Asset Management
Washington
$2B +$23.9M +254,658 +1%
Ameriprise
7
Ameriprise
Minnesota
$1.31B -$24.1M -257,295 -2%
Morgan Stanley
8
Morgan Stanley
New York
$863M +$74.1M +789,697 +9%
Barclays
9
Barclays
United Kingdom
$405M +$405M +4,310,047 New
Stifel Financial
10
Stifel Financial
Missouri
$373M +$23.9M +254,425 +7%
Truist Financial
11
Truist Financial
North Carolina
$343M -$283K -3,016 -0.1%
AF
12
Allworth Financial
California
$291M +$4.7M +50,059 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$288M -$10M -106,806 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$274M -$2.14M -22,803 -0.8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$269M +$107M +1,136,810 +66%
RH
16
RenaissanceRe Holdings
Bermuda
$268M – – –
Wells Fargo
17
Wells Fargo
California
$242M +$3.29M +35,073 +1%
BlackRock
18
BlackRock
New York
$218M -$110K -1,175 -0.1%
State of Tennessee, Department of Treasury
19
State of Tennessee, Department of Treasury
Tennessee
$213M -$236M -2,511,025 -53%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$182M -$7.7M -81,970 -4%
SEI Investments
21
SEI Investments
Pennsylvania
$182M -$10.5M -112,091 -5%
MML Investors Services
22
MML Investors Services
Massachusetts
$179M +$9M +95,805 +5%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$177M -$18.2M -194,087 -9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$176M +$587K +6,254 +0.3%
MWA
25
Midland Wealth Advisors
Illinois
$174M +$3M +31,968 +2%
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