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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
Citigroup
351
Citigroup
New York
$3.06M -$9.15M -95,745 -75%
SWP
352
Stratos Wealth Partners
Ohio
$3.05M +$523K +5,472 +21%
JIR
353
James Investment Research
Ohio
$2.97M +$55.4K +580 +2%
SCA
354
Snowden Capital Advisors
New York
$2.97M +$124K +1,297 +4%
BLFG
355
Brian Low Financial Group
Louisiana
$2.96M -$1.43K -15 -0%
RIM
356
Redwood Investment Management
Arizona
$2.94M +$316K +3,306 +12%
AA
357
ArborFi Advisors
Michigan
$2.92M +$270K +2,824 +10%
AWA
358
Arkadios Wealth Advisors
Georgia
$2.91M -$101K -1,058 -3%
FHA
359
Flagship Harbor Advisors
Massachusetts
$2.91M +$173K +1,810 +6%
VCP
360
Verus Capital Partners
Arizona
$2.79M +$110K +1,149 +4%
YWM
361
Yukon Wealth Management
Kansas
$2.78M +$29.1K +305 +1%
PTC
362
Private Trust Company
Ohio
$2.72M -$82.8K -867 -3%
GSEP
363
Golden State Equity Partners
California
$2.72M +$2.48M +25,915 +937%
WWM
364
Whalen Wealth Management
Nevada
$2.71M +$753K +7,885 +38%
SC
365
Sierra Capital
Florida
$2.67M
Renaissance Technologies
366
Renaissance Technologies
New York
$2.66M +$1.87M +19,614 +234%
IAS
367
Insigneo Advisory Services
Florida
$2.62M -$3.44K -36 -0.1%
DWT
368
Dorsey & Whitney Trust
South Dakota
$2.62M -$31.2K -327 -1%
CFG
369
Cassilly Financial Group
Maryland
$2.61M +$76.9K +805 +3%
TP
370
TritonPoint Partners
Maryland
$2.6M +$353K +3,699 +16%
TWM
371
Tradition Wealth Management
Minnesota
$2.56M +$85.6K +896 +3%
TW
372
Trajan Wealth
Arizona
$2.56M +$2.57M +26,932 New
WWM
373
Western Wealth Management
Colorado
$2.56M +$46.1K +483 +2%
ACA
374
Aptus Capital Advisors
Alabama
$2.55M -$442K -4,625 -15%
PA
375
Parallel Advisors
California
$2.55M -$2.35M -24,605 -48%