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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
AP
526
Americana Partners
Texas
$1.08M +$78.7K +824 +8%
TAM
527
Titleist Asset Management
Texas
$1.06M +$1.07M +11,212 New
CIAS
528
Capital Investment Advisory Services
North Carolina
$1.06M +$88.6K +927 +9%
ISFAN
529
Investor's Fiduciary Advisor Network
Washington
$1.06M +$10.7K +112 +1%
EFG
530
Ehrlich Financial Group
California
$1.06M +$1.06M +11,129 New
PFG
531
Pacific Financial Group
Washington
$1.03M -$24.7K -259 -2%
AF
532
ASL Financial
California
$1.03M +$54.9K +575 +6%
RA
533
RFG Advisory
Alabama
$1.02M +$650K +6,802 +171%
OL
534
Optas LLC
Texas
$1.02M +$453K +4,744 +79%
SWP
535
Sagespring Wealth Partners
Tennessee
$1.01M +$47.2K +494 +5%
SWG
536
Summit Wealth Group
Vermont
$1.01M -$29.3K -307 -3%
VR
537
Vision Retirement
New Jersey
$1M -$202K -2,117 -17%
CWM
538
Connecticut Wealth Management
Connecticut
$1M +$1.01M +10,532 New
DC
539
Davenport & Co
Virginia
$989K +$175K +1,829 +21%
SWM
540
Sculati Wealth Management
Michigan
$984K +$198K +2,070 +25%
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$977K +$22.2K +232 +2%
LOWM
542
Laurel Oak Wealth Management
New Jersey
$976K -$393K -4,109 -29%
OAS
543
Optivise Advisory Services
Tennessee
$971K -$149K -1,558 -13%
RAM
544
Readystate Asset Management
Illinois
$967K +$973K +10,182 New
DE
545
Diversified Enterprises
Delaware
$956K -$93.2K -976 -9%
BFG
546
Birch Financial Group
New Hampshire
$948K -$13.6K -142 -1%
LBC
547
Lowe Brockenbrough & Co
Virginia
$947K +$330K +3,450 +53%
MWA
548
Merkkuri Wealth Advisors
New York
$944K +$11.5K +120 +1%
LWM
549
LongView Wealth Management
Georgia
$944K +$100K +1,050 +12%
LA
550
LexAurum Advisors
Kansas
$939K +$945K +9,894 New