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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
SW
301
Simplicity Wealth
New Jersey
$4.62M +$388K +4,063 +9%
MCM
302
Monument Capital Management
Virginia
$4.54M -$230K -2,411 -5%
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$4.49M -$1.17M -12,210 -21%
DF
304
Daviman Financial
Indiana
$4.44M +$53.1K +556 +1%
AWM
305
Apollon Wealth Management
South Carolina
$4.37M +$252K +2,639 +6%
WP
306
WealthShield Partners
North Carolina
$4.25M +$183K +1,915 +4%
IWS
307
Insight Wealth Strategies
California
$4.24M +$289K +3,021 +7%
CAG
308
Csenge Advisory Group
Florida
$4.14M +$126K +1,319 +3%
FA
309
Fedenia Advisers
Wisconsin
$4.1M +$924K +9,676 +29%
FFN
310
Focus Financial Network
Minnesota
$4.09M -$64.8K -678 -2%
UF
311
Univest Financial
Pennsylvania
$4.06M +$479K +5,018 +13%
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$4.04M -$7.29M -76,274 -64%
BIA
313
Bigelow Investment Advisors
Maine
$4.02M +$474K +4,957 +13%
EPW
314
Endeavor Private Wealth
Kansas
$3.96M +$319K +3,337 +9%
IAN
315
Integrated Advisors Network
Texas
$3.93M -$393K -4,111 -9%
PG
316
Proffitt & Goodson
Tennessee
$3.92M -$76.4K -800 -2%
BF
317
Brucke Financial
Indiana
$3.73M +$3.75M +39,262 New
CPG
318
Cornerstone Planning Group
New Jersey
$3.65M +$846K +8,860 +30%
HCP
319
Hexagon Capital Partners
Arkansas
$3.64M +$397K +4,160 +12%
DLCIG
320
D.L. Carlson Investment Group
New Hampshire
$3.59M +$348K +3,643 +11%
CA
321
Chatterton & Associates
California
$3.57M +$998K +10,449 +39%
IF
322
Intrua Financial
Texas
$3.53M +$1.94M +20,349 +121%
WAS
323
WESPAC Advisors SoCal
California
$3.51M +$3.53M +36,992 New
RFG
324
Range Financial Group
Oregon
$3.51M +$223K +2,331 +7%
JWM
325
JGP Wealth Management
Oregon
$3.5M -$141K -1,473 -4%