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iShares MBS ETF

1,011 hedge funds and large institutions have $34.8B invested in iShares MBS ETF in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 499 increasing their positions, 284 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.88M
Puts
$2.06M
Net Calls
Net Calls Change

Top Buyers

1 +$1.9B
2 +$273M
3 +$272M
4
JP Morgan Chase
JP Morgan Chase
New York
+$196M
5
Truist Financial
Truist Financial
North Carolina
+$176M

Top Sellers

1 -$2.43B
2 -$463M
3 -$367M
4
Barclays
Barclays
United Kingdom
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
526
Ehrlich Financial Group
California
$1.06M
PFG
527
Pacific Financial Group
Washington
$1.03M
AF
528
ASL Financial
California
$1.03M
RA
529
RFG Advisory
Alabama
$1.02M
OL
530
Optas LLC
Texas
$1.02M
SWP
531
Sagespring Wealth Partners
Tennessee
$1.01M
SWG
532
Summit Wealth Group
Vermont
$1.01M
VR
533
Vision Retirement
New Jersey
$1M
CWM
534
Connecticut Wealth Management
Connecticut
$1M
DC
535
Davenport & Co
Virginia
$989K
SWM
536
Sculati Wealth Management
Michigan
$984K
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$977K
LOWM
538
Laurel Oak Wealth Management
New Jersey
$976K
OAS
539
Optivise Advisory Services
Tennessee
$971K
RAM
540
Readystate Asset Management
Illinois
$967K
DE
541
Diversified Enterprises
Delaware
$956K
BFG
542
Birch Financial Group
New Hampshire
$948K
LBC
543
Lowe Brockenbrough & Co
Virginia
$947K
MWA
544
Merkkuri Wealth Advisors
New York
$944K
LWM
545
LongView Wealth Management
Georgia
$944K
LA
546
LexAurum Advisors
Kansas
$939K
HI
547
Horizon Investments
North Carolina
$937K
SAI
548
Savvy Advisors Inc
New York
$936K
WCM
549
WealthTrak Capital Management
Virginia
$931K
SWM
550
Spire Wealth Management
Virginia
$928K