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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
JCM
326
Jacobi Capital Management
Pennsylvania
$3.49M +$19.4K +203 +0.6%
CNC
327
Citizens & Northern Corp
Pennsylvania
$3.48M +$125K +1,306 +4%
MOS
328
MGO One Seven
Ohio
$3.47M +$378K +3,952 +12%
NGA
329
Naples Global Advisors
Florida
$3.47M +$364K +3,811 +12%
MA
330
Mutual Advisors
Nebraska
$3.47M -$214K -2,236 -6%
FA
331
Fermata Advisors
California
$3.43M -$375K -3,920 -10%
S
332
Sachetta
Massachusetts
$3.41M +$37.9K +397 +1%
BEI
333
Benjamin Edwards Inc
Missouri
$3.4M -$3.95M -41,350 -54%
5W
334
5T Wealth
California
$3.37M +$287K +3,009 +9%
ATS
335
Ashton Thomas Securities
New York
$3.37M +$32.5K +340 +1%
TF
336
TME Financial
California
$3.36M -$216K -2,259 -6%
OCA
337
OpenArc Corporate Advisory
Georgia
$3.34M -$450K -4,707 -12%
QPWM
338
Quadrant Private Wealth Management
Pennsylvania
$3.33M +$429K +4,493 +15%
CWM
339
Centurion Wealth Management
Virginia
$3.32M +$65.2K +682 +2%
LAA
340
Liberty Atlantic Advisors
Texas
$3.32M +$1.35M +14,108 +68%
GF
341
GTS Financial
Minnesota
$3.3M +$3.36M +35,156 New
MWM
342
Mosley Wealth Management
California
$3.28M +$16.4K +172 +0.5%
HPM
343
Hoxton Planning & Management
West Virginia
$3.27M +$372K +3,891 +13%
SA
344
Sunesis Advisors
Kansas
$3.26M -$715K -7,479 -18%
CWA
345
Centennial Wealth Advisory
Michigan
$3.25M +$81.8K +856 +3%
RWA
346
Resolute Wealth Advisor
Ohio
$3.22M +$3.24M +33,935 New
SL
347
SWMG LLC
Texas
$3.13M +$604K +6,325 +24%
CB
348
Commerce Bank
Missouri
$3.12M +$1.42M +14,821 +82%
IAS
349
Integrity Advisory Solutions
Texas
$3.08M +$162K +1,696 +6%
TPCW
350
TD Private Client Wealth
New York
$3.07M +$148K +1,553 +5%