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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
GIA
476
GHP Investment Advisors
Colorado
$1.41M -$35.6K -373 -2%
IWM
477
IHT Wealth Management
Illinois
$1.4M +$342K +3,579 +32%
AWA
478
Arete Wealth Advisors
Illinois
$1.4M -$182K -1,902 -11%
VWM
479
Venturi Wealth Management
Texas
$1.4M +$271K +2,840 +24%
HT
480
Headlands Technologies
Illinois
$1.4M +$1.05M +11,027 +297%
TWCA
481
Two West Capital Advisors
Kansas
$1.4M +$261K +2,729 +23%
ZWA
482
Zinnia Wealth Advisory
Florida
$1.39M +$707K +7,399 +102%
Lido Advisors
483
Lido Advisors
California
$1.39M +$461K +4,822 +49%
MHR
484
Matthew Hamilton Rosenberg
$1.39M +$150K +1,572 +12%
GVAG
485
Great Valley Advisor Group
Delaware
$1.38M +$1.05K +11 +0.1%
FHC
486
First Heartland Consultants
Missouri
$1.38M +$15.5K +162 +1%
LPAM
487
Lodestar Private Asset Management
California
$1.38M -$196K -2,052 -12%
MC
488
Moors & Cabot
Massachusetts
$1.36M +$100K +1,048 +8%
SF
489
Summit Financial
New Jersey
$1.36M +$666K +6,966 +95%
GAM
490
Gotham Asset Management
New York
$1.35M
RF
491
RHS Financial
California
$1.35M -$585K -6,125 -30%
EWM
492
Elevatus Welath Management
New York
$1.35M +$1.35M +14,169 New
MCM
493
M1 Capital Management
Michigan
$1.34M +$170K +1,778 +14%
CFG
494
Chapman Financial Group
Hawaii
$1.34M -$2.1K -22 -0.2%
CCFM
495
Clear Creek Financial Management
Washington
$1.34M +$804K +8,417 +148%
TWP
496
Tempus Wealth Planning
California
$1.34M +$305K +3,190 +29%
DG
497
DMC Group
Alabama
$1.3M -$87.2K -913 -6%
Prudential Financial
498
Prudential Financial
New Jersey
$1.3M
WS
499
Wedbush Securities
California
$1.3M -$96 -1 -0%
SPC
500
Sigma Planning Corp
Michigan
$1.29M +$166K +1,736 +15%