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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
PIA
426
Polaris Investment Advisors
Massachusetts
$1.94M +$122K +1,276 +7%
HSBC Holdings
427
HSBC Holdings
United Kingdom
$1.93M +$507K +5,309 +35%
SIA
428
Sovereign Investment Advisors
Arizona
$1.93M +$1.94M +20,300 New
CCC
429
Chesapeake Capital Corp
Florida
$1.91M +$828K +8,667 +76%
CIA
430
Capital Investment Advisors
Georgia
$1.91M +$613K +6,420 +47%
TI
431
Tidal Investments
Wisconsin
$1.9M +$826K +8,651 +76%
WA
432
Waverly Advisors
Alabama
$1.89M -$201K -2,105 -10%
BFG
433
Buttonwood Financial Group
Missouri
$1.89M -$15.6K -163 -0.8%
MG
434
Mather Group
Illinois
$1.86M +$426K +4,461 +30%
BBHC
435
Brown Brothers Harriman & Co
New York
$1.85M -$96 -1 -0%
CFS
436
Coordinated Financial Services
Colorado
$1.85M +$31.9K +334 +2%
PC
437
Payne Capital
Oregon
$1.84M -$35.7K -374 -2%
IIM
438
Invariant Investment Management
Pennsylvania
$1.83M +$112K +1,173 +6%
FPAS
439
Focus Partners Advisor Solutions
Missouri
$1.83M +$1.09M +11,428 +145%
PFA
440
Pure Financial Advisors
California
$1.82M +$459K +4,805 +34%
DWA
441
Davis Wealth Advisors
New Hampshire
$1.81M +$74.4K +779 +4%
SIA
442
Soltis Investment Advisors
Utah
$1.8M +$1.81M +18,968 New
CCM
443
Coldstream Capital Management
Washington
$1.79M +$49.6K +519 +3%
Pathstone Holdings
444
Pathstone Holdings
New Jersey
$1.78M +$142K +1,485 +9%
GC
445
Guidance Capital
Kentucky
$1.77M +$1.41M +14,808 +369%
BRWA
446
B. Riley Wealth Advisors
Florida
$1.77M -$11.3K -118 -0.6%
SSWM
447
Sheets Smith Wealth Management
North Carolina
$1.76M -$74.8K -783 -4%
SB
448
Strategic Blueprint
Georgia
$1.75M -$111K -1,167 -6%
CFIA
449
Cantor Fitzgerald Investment Advisors
New York
$1.75M +$290K +3,032 +20%
GAA
450
Global Assets Advisory
Florida
$1.73M +$545K +5,703 +45%