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iShares MBS ETF

1,019 hedge funds and large institutions have $34.9B invested in iShares MBS ETF in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 504 increasing their positions, 285 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $2.06M

77% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 285

27% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 91

17% more funds holding in top 10

Funds holding in top 10: 5362 (+9)

6% more capital invested

Capital invested by funds: $33.1B → $34.9B (+$1.86B)

5.45% more ownership

Funds ownership: 84.71%90.15% (+5.4%)

0% more funds holding

Funds holding: 1,0171,019 (+2)

Holders
1,019
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
12.55%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.76%
New
116
Increased
504
Reduced
285
Closed
91
Calls
$5.88M
Puts
$2.06M
Net Calls
+$3.82M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Aureum Wealth Management
Florida
$8.75M +$2.72M +28,440 +45%
BFG
227
Beacon Financial Group
Texas
$8.68M +$622K +6,506 +8%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$8.51M +$247K +2,589 +3%
SA
229
Scarborough Advisors
Maryland
$8.45M +$8.5M +89,008 New
HI
230
Harbour Investments
Wisconsin
$8.4M +$726K +7,594 +9%
PA
231
Procyon Advisors
Connecticut
$7.97M -$618K -6,466 -7%
SWP
232
SIMA Wealth Partners
Virginia
$7.95M +$590K +6,179 +8%
SFG
233
Snider Financial Group
Washington
$7.95M +$532K +5,571 +7%
BF
234
Blankinship & Foster
California
$7.84M +$78.8K +825 +1%
PFG
235
PAX Financial Group
Texas
$7.83M +$219K +2,295 +3%
LG
236
Leuthold Group
Minnesota
$7.73M -$49.3K -516 -0.6%
WFI
237
West Family Investments
California
$7.7M
CIA
238
Concurrent Investment Advisors
Florida
$7.69M +$2.02M +21,150 +35%
DWM
239
Darwin Wealth Management
Florida
$7.68M +$7.73M +80,927 New
FAT
240
First American Trust
California
$7.51M +$526K +5,509 +7%
I
241
INVST
Indiana
$7.43M -$575K -6,019 -7%
RIA
242
Regal Investment Advisors
Michigan
$7.4M +$99.7K +1,044 +1%
AA
243
Alesco Advisors
New York
$7.17M +$80.3K +840 +1%
EFG
244
Elevated Financial Group
Indiana
$7.16M +$642K +6,715 +10%
CSP
245
Cary Street Partners
Virginia
$7.13M -$54.1K -566 -0.7%
KWM
246
Keebeck Wealth Management
Illinois
$6.96M +$5.41M +56,679 +341%
SPIA
247
Steward Partners Investment Advisory
New York
$6.95M -$1.98M -20,735 -22%
DWM
248
Diversify Wealth Management
Utah
$6.94M +$3.14M +32,890 +81%
QFA
249
Quattro Financial Advisors
Texas
$6.8M +$162K +1,691 +2%
ACS
250
Archford Capital Strategies
Illinois
$6.78M +$905K +9,473 +15%