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iShares MBS ETF

1,018 hedge funds and large institutions have $34.9B invested in iShares MBS ETF in 2026 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 504 increasing their positions, 285 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.88M
Puts
$2.06M
Net Calls
Net Calls Change

Top Buyers

1 +$1.9B
2 +$273M
3 +$272M
4
JP Morgan Chase
JP Morgan Chase
New York
+$196M
5
Truist Financial
Truist Financial
North Carolina
+$176M

Top Sellers

1 -$2.43B
2 -$463M
3 -$367M
4
Barclays
Barclays
United Kingdom
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
251
Ashton Thomas Private Wealth
Arizona
$6.71M
BHWM
252
Bay Harbor Wealth Management
Maryland
$6.69M
KFSC
253
Keystone Financial Services (Colorado)
Colorado
$6.57M
CAL
254
Capital Analysts LLC
Pennsylvania
$6.47M
PFA
255
Pettinga Financial Advisors
Indiana
$6.47M
SVWG
256
Shared Vision Wealth Group
United States
$6.46M
SWA
257
Sax Wealth Advisors
New Jersey
$6.43M
BFM
258
Boothbay Fund Management
New York
$6.4M
VHAM
259
Van Hulzen Asset Management
California
$6.35M
FPCP
260
Fort Point Capital Partners
California
$6.34M
AIA
261
Alternative Investment Advisors
Florida
$6.27M
SA
262
Sovran Advisors
California
$6.18M
WA
263
Wealth Alliance
New York
$6.18M
WCM
264
Winthrop Capital Management
Indiana
$6.12M
RAM
265
Riggs Asset Management
Pennsylvania
$6.08M
Legacy Financial Group (Iowa)
266
Legacy Financial Group (Iowa)
Iowa
$6.07M
CAM
267
Cobblestone Asset Management
Virginia
$6.06M
PCIA
268
Prime Capital Investment Advisors
Kansas
$6.05M
SAW
269
Signal Advisors Wealth
Michigan
$6.02M
BAM
270
Belpointe Asset Management
Nevada
$5.94M
SWM
271
SigFig Wealth Management
California
$5.91M
MWM
272
McNaughton Wealth Management
California
$5.85M
Betterment LLC
273
Betterment LLC
New York
$5.82M
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$5.82M
IFG
275
Independent Financial Group
California
$5.75M