We are live on ! Find out more
MBB icon

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
TVM
276
True Vision MN
Minnesota
$5.74M +$835K +8,735 +17%
MAM
277
MMA Asset Management
Pennsylvania
$5.64M +$1.99M +20,837 +54%
GWA
278
Genesis Wealth Advisors
Massachusetts
$5.62M +$283K +2,967 +5%
VAMG
279
Voisard Asset Management Group
Michigan
$5.58M -$9.11M -95,405 -62%
LWM
280
Liberty Wealth Management
California
$5.51M +$468K +4,899 +9%
WA
281
WBH Advisory
Maryland
$5.44M -$1.27M -13,304 -19%
JE
282
JMAC Enterprises
Pennsylvania
$5.43M +$93.2K +976 +2%
KOCAA
283
Knights of Columbus Asset Advisors
Connecticut
$5.42M +$1.28M +13,370 +31%
CWS
284
Cypress Wealth Services
California
$5.4M +$442K +4,629 +9%
ASN
285
Advisory Services Network
Georgia
$5.28M +$1.15M +12,000 +28%
IA
286
Inspire Advisors
Idaho
$5.28M +$127K +1,333 +2%
MFA
287
Mayflower Financial Advisors
Massachusetts
$5.23M +$338K +3,537 +7%
Jones Financial Companies
288
Jones Financial Companies
Missouri
$5.16M +$893K +9,345 +21%
CWAI
289
Core Wealth Advisors (Indiana)
Indiana
$5.1M +$268K +2,803 +6%
FCBT
290
First Citizens Bank & Trust
North Carolina
$5.06M +$2.68M +28,034 +111%
AP
291
Advisors Preferred
Maryland
$5.05M +$1.04M +10,931 +26%
EP
292
Essential Planning
New Hampshire
$4.9M -$176K -1,841 -3%
C1AG
293
Client 1st Advisory Group
Florida
$4.84M +$384K +4,017 +9%
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$4.77M +$2.48M +25,931 +107%
WWA
295
WCG Wealth Advisors
Nevada
$4.72M +$184K +1,921 +4%
CL
296
Choreo LLC
Illinois
$4.71M -$320K -3,346 -6%
SFP
297
Shepherd Financial Partners
Massachusetts
$4.66M +$234K +2,451 +5%
CM
298
Columbus Macro
Pennsylvania
$4.64M -$1.33M -13,907 -22%
TW
299
Traveka Wealth
California
$4.63M +$2.65M +27,726 +132%
OAM
300
Oppenheimer Asset Management
New York
$4.63M +$121K +1,264 +3%