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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 115 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

26% more first-time investments, than exits

New positions opened: 115 | 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: 1,0181,019 (+1)

Holders
1,019
Holders Change
+1
Holders Change %
+0.1%
% 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
115
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
ATPW
251
Ashton Thomas Private Wealth
Arizona
$6.71M +$303K +3,171 +5%
BHWM
252
Bay Harbor Wealth Management
Maryland
$6.69M +$153K +1,605 +2%
KFSC
253
Keystone Financial Services (Colorado)
Colorado
$6.57M +$447K +4,674 +7%
CAL
254
Capital Analysts LLC
Pennsylvania
$6.47M +$707K +7,403 +12%
PFA
255
Pettinga Financial Advisors
Indiana
$6.47M +$300K +3,141 +5%
SVWG
256
Shared Vision Wealth Group
United States
$6.46M -$270K -2,822 -4%
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 +$367K +3,838 +6%
FPCP
260
Fort Point Capital Partners
California
$6.34M -$283K -2,965 -4%
AIA
261
Alternative Investment Advisors
Florida
$6.27M -$420K -4,397 -6%
SA
262
Sovran Advisors
California
$6.18M +$2.01M +21,046 +48%
WA
263
Wealth Alliance
New York
$6.18M +$384K +4,015 +7%
WCM
264
Winthrop Capital Management
Indiana
$6.12M -$58K -607 -0.9%
RAM
265
Riggs Asset Management
Pennsylvania
$6.08M +$1.07M +11,236 +21%
Legacy Financial Group (Iowa)
266
Legacy Financial Group (Iowa)
Iowa
$6.07M +$283K +2,962 +5%
CAM
267
Cobblestone Asset Management
Virginia
$6.06M +$263K +2,751 +5%
PCIA
268
Prime Capital Investment Advisors
Kansas
$6.05M -$6.3K -66 -0.1%
SAW
269
Signal Advisors Wealth
Michigan
$6.02M +$817K +8,555 +16%
BAM
270
Belpointe Asset Management
Nevada
$5.94M +$301K +3,154 +5%
SWM
271
SigFig Wealth Management
California
$5.91M +$247K +2,585 +4%
MWM
272
McNaughton Wealth Management
California
$5.85M +$151K +1,582 +3%
Betterment LLC
273
Betterment LLC
New York
$5.82M +$406K +4,245 +7%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$5.82M -$480K -5,020 -8%
IFG
275
Independent Financial Group
California
$5.75M +$150K +1,568 +3%