We are live on ! Find out more
MBB icon

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
CAM
501
Cresset Asset Management
Illinois
$1.28M -$40.7K -426 -3%
KPWS
502
Kestra Private Wealth Services
Texas
$1.28M +$160K +1,679 +14%
TWP
503
Tyche Wealth Partners
Texas
$1.27M +$58.9K +616 +5%
MWA
504
Madson Wealth Advisors
California
$1.27M +$1.28M +13,386 New
CA
505
CoreCap Advisors
Michigan
$1.27M +$146K +1,526 +13%
MCA
506
MSH Capital Advisors
Arizona
$1.27M -$43.2K -452 -3%
AR
507
Apeiron RIA
Texas
$1.25M -$922K -9,647 -42%
TFA
508
Transamerica Financial Advisors
Florida
$1.24M +$268K +2,806 +27%
AAS
509
Annex Advisory Services
Wisconsin
$1.23M -$85M -890,094 -99%
FWP
510
Firethorn Wealth Partners
Georgia
$1.21M +$6.69K +70 +0.6%
XPN
511
XY Planning Network
Montana
$1.21M +$308K +3,221 +34%
FT
512
Fiduciary Trust
Massachusetts
$1.2M -$231K -2,420 -16%
CWP
513
Cyndeo Wealth Partners
Florida
$1.2M +$305K +3,195 +34%
AW
514
Alteri Wealth
California
$1.19M -$563K -5,893 -32%
HAG
515
HighPoint Advisor Group
Illinois
$1.15M +$15.2K +159 +1%
Brown Advisory
516
Brown Advisory
Maryland
$1.14M -$90.4K -946 -7%
HTC
517
Haverford Trust Company
Pennsylvania
$1.13M -$533K -5,578 -32%
SFG
518
Strive Financial Group
Indiana
$1.12M +$86.7K +907 +8%
AQR Capital Management
519
AQR Capital Management
Connecticut
$1.11M +$78.3K +820 +7%
MBT
520
Montecito Bank & Trust
California
$1.11M -$45.9K -480 -4%
NFTC
521
North Forty Two & Co
Oregon
$1.11M +$77.3K +809 +7%
MWM
522
Maripau Wealth Management
Indiana
$1.1M +$52.9K +554 +5%
BWAM
523
Boyd Watterson Asset Management
Ohio
$1.1M +$63.1K +660 +6%
Mercer Global Advisors
524
Mercer Global Advisors
Colorado
$1.1M -$3.74M -39,106 -77%
RW
525
Regimen Wealth
Georgia
$1.09M -$355K -3,718 -24%