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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
BWMG
376
Barnes Wealth Management Group
California
$2.55M +$32.8K +343 +1%
EWA
377
EP Wealth Advisors
California
$2.54M +$139K +1,450 +6%
TPWA
378
Twin Peaks Wealth Advisors
California
$2.53M +$313K +3,274 +14%
PP
379
Patten & Patten
Tennessee
$2.51M +$381K +3,986 +18%
Retirement Systems of Alabama
380
Retirement Systems of Alabama
Alabama
$2.49M +$2.5M +26,190 New
KV
381
Kickstand Ventures
New York
$2.46M +$14.1K +148 +0.6%
BBA
382
Braun-Bostich & Associates
Pennsylvania
$2.45M -$25.8K -270 -1%
CFGF
383
Compass Financial Group (Florida)
Florida
$2.45M -$3.82K -40 -0.2%
BIG
384
Brookwood Investment Group
Arizona
$2.45M +$1.42M +14,913 +137%
VFA
385
Voya Financial Advisors
Connecticut
$2.44M +$178K +1,861 +8%
BWA
386
Bestgate Wealth Advisors
Maryland
$2.43M +$203K +2,122 +9%
OWCM
387
One Wealth Capital Management
Arizona
$2.38M +$121K +1,265 +5%
AFG
388
Atomi Financial Group
New York
$2.38M +$440K +4,605 +23%
NB
389
Nicolet Bankshares
Wisconsin
$2.37M +$2.07M +21,680 +660%
LWA
390
Lifelong Wealth Advisors
Minnesota
$2.34M +$184K +1,925 +8%
DWM
391
DecisionMap Wealth Management
Virginia
$2.34M +$192K +2,011 +9%
LNWTC
392
Laird Norton Wetherby Trust Company
Washington
$2.3M +$2.32M +24,266 New
DFC
393
DB Fitzpatrick & Co
Idaho
$2.3M +$61.4K +643 +3%
IPWA
394
International Private Wealth Advisors
California
$2.29M +$2.02M +21,110 +693%
SFA
395
Sequoia Financial Advisors
Ohio
$2.29M -$913K -9,554 -28%
MT
396
Midwest Trust
Kansas
$2.29M +$1.95M +20,419 +548%
MPW
397
MA Private Wealth
California
$2.28M +$170K +1,784 +8%
CFD
398
Creative Financial Designs
Indiana
$2.28M -$49.1K -514 -2%
CB
399
Community Bank
New York
$2.27M +$80.3K +840 +4%
CFG
400
Compass Financial Group
Ohio
$2.25M -$12.3K -129 -0.5%