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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 116 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

27% more first-time investments, than exits

New positions opened: 116 | 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: 1,0171,019 (+2)

Holders
1,019
Holders Change
+2
Holders Change %
+0.2%
% 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
116
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
Barclays
26
Barclays
United Kingdom
$182M -$237M -2,480,627 -56%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$182M +$81M +847,510 +80%
OIA
28
OneDigital Investment Advisors
Kansas
$169M +$13.6M +142,822 +9%
DWM
29
Dynasty Wealth Management
Florida
$167M +$29M +303,261 +21%
RBA
30
Richard Bernstein Advisors
New York
$157M +$158M +1,648,693 +16,486,930%
QWP
31
Quotient Wealth Partners
Texas
$155M +$24.2M +253,794 +18%
Bessemer Group
32
Bessemer Group
New Jersey
$152M +$9.38M +98,161 +7%
Raymond James Financial
33
Raymond James Financial
Florida
$146M +$11.1M +116,485 +8%
FWCM
34
Ferguson Wellman Capital Management
Oregon
$139M +$140M +1,462,193 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$139M +$10.6M +111,462 +8%
UCFA
36
United Capital Financial Advisors
Texas
$135M +$6.39M +66,871 +5%
MML Investors Services
37
MML Investors Services
Massachusetts
$134M -$31.9M -334,150 -19%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$134M +$2.25M +23,506 +2%
MFG
39
Merit Financial Group
Georgia
$129M +$8.84M +92,541 +7%
BA
40
Bridgewater Associates
Connecticut
$129M -$1.47M -15,400 -1%
PAS
41
Park Avenue Securities
New York
$126M +$703K +7,354 +0.6%
Asset Management One
42
Asset Management One
Japan
$110M +$13.5M +141,056 +14%
HW
43
Hancock Whitney
Mississippi
$108M +$242K +2,528 +0.2%
BTI
44
Blue Trust Inc
Georgia
$95.9M -$28.2M -294,983 -23%
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$88.7M -$57.8M -604,652 -39%
EW
46
Evoke Wealth
California
$84.1M +$4.72M +49,374 +6%
Fisher Asset Management
47
Fisher Asset Management
Washington
$83.8M -$16.5M -173,203 -16%
BPA
48
Beacon Pointe Advisors
California
$83.3M +$2.53M +26,444 +3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$78.7M +$5.52M +57,787 +8%
NA
50
NewEdge Advisors
Louisiana
$77.6M +$4.89M +51,204 +7%