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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
SWM
451
Scissortail Wealth Management
Oklahoma
$1.73M +$1.74M +18,193 New
LCG
452
Lakeshore Capital Group
Illinois
$1.7M -$26.8K -280 -2%
BWS
453
Buck Wealth Strategies
Colorado
$1.69M +$1.71M +17,851 New
CW
454
CreativeOne Wealth
Kansas
$1.69M -$134K -1,400 -7%
TC
455
Town Capital
Maryland
$1.68M -$23.9K -250 -1%
DSA
456
Droms Strauss Advisors
Missouri
$1.67M
KF
457
K2 Financial
California
$1.67M +$74K +775 +5%
AI
458
Auour Investments
Massachusetts
$1.67M +$51K +534 +3%
AR
459
Advisory Research
Illinois
$1.66M
GWP
460
Gen-Wealth Partners
Michigan
$1.63M +$57.6K +603 +4%
MW
461
Maia Wealth
Colorado
$1.59M -$81.5K -853 -5%
PRAG
462
Portfolio Resources Advisor Group
Florida
$1.57M +$137K +1,438 +10%
JWA
463
JFS Wealth Advisors
Pennsylvania
$1.57M +$1.58M +16,510 New
CPL
464
CAP Partners LLC
Tennessee
$1.54M +$116K +1,218 +8%
IDA
465
Intelligence Driven Advisers
California
$1.54M -$136K -1,428 -8%
FNB
466
Farmers National Bank
Kentucky
$1.52M
CAM
467
Concorde Asset Management
Michigan
$1.52M -$15.3K -160 -1%
WF
468
WealthPoint Financial
North Carolina
$1.51M +$64.9K +679 +4%
BPW
469
Bingham Private Wealth
California
$1.51M -$4.59K -48 -0.3%
SAM
470
Strategy Asset Managers
California
$1.5M -$15.4K -161 -1%
RFN
471
RDA Financial Network
Iowa
$1.49M -$19.2K -201 -1%
BAM
472
BOS Asset Management
Illinois
$1.47M +$19.4K +203 +1%
CIM
473
Capital Investment Management
Missouri
$1.46M +$164K +1,720 +13%
OWP
474
ORG Wealth Partners
Texas
$1.45M -$56.6K -592 -4%
M&T Bank
475
M&T Bank
New York
$1.41M -$33.6K -352 -2%