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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
DADC
401
D.A. Davidson & Co
Montana
$2.25M +$116K +1,210 +5%
AWM
402
Alterna Wealth Management
Texas
$2.24M +$640K +6,696 +40%
FFG
403
Frisch Financial Group
New York
$2.2M +$1.97M +20,591 +802%
IA
404
IFP Advisors
Florida
$2.17M -$219K -2,296 -9%
TC
405
Trilogy Capital
California
$2.16M +$85.6K +896 +4%
RIS
406
Richmond Investment Services
Wisconsin
$2.15M +$247K +2,590 +13%
WPW
407
Watershed Private Wealth
Illinois
$2.13M +$652K +6,826 +44%
PCP
408
Proficio Capital Partners
Massachusetts
$2.11M -$5.33M -55,750 -71%
MHC
409
May Hill Capital
Massachusetts
$2.11M +$359K +3,760 +20%
SWP
410
ShoreHaven Wealth Partners
New Jersey
$2.11M +$23.8K +249 +1%
LSA
411
L & S Advisors
California
$2.09M
KG
412
Kilter Group
New York
$2.08M +$201K +2,104 +11%
UB
413
UMB Bank
Missouri
$2.08M -$62.4K -653 -3%
CWM
414
Curtis Wealth Management
Nevada
$2.06M +$72.4K +758 +4%
OCM
415
One Capital Management
California
$2.03M -$115K -1,199 -5%
JMA
416
J.M. Arbour
Maine
$2.03M +$110K +1,150 +6%
LIA
417
LifePlan Investment Advisors
North Carolina
$2.03M +$191K +2,003 +10%
SAS
418
Stelac Advisory Services
New York
$2.01M +$52.6K +551 +3%
NL
419
NVWM LLC
Pennsylvania
$1.99M +$1.77M +18,574 +775%
WP
420
WealthPLAN Partners
Nebraska
$1.98M +$68.4K +716 +4%
SFS
421
Sowell Financial Services
Arkansas
$1.97M +$134K +1,405 +7%
IG
422
IFS Group
Pennsylvania
$1.97M +$1.98M +20,722 New
GWANC
423
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.96M -$93.9K -983 -5%
PFPG
424
Pinnacle Financial Partners (Georgia)
Georgia
$1.96M -$27.2K -285 -1%
BWA
425
BCU Wealth Advisors
Illinois
$1.95M +$88.8K +930 +5%