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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
HI
551
Horizon Investments
North Carolina
$937K +$608K +6,369 +178%
SAI
552
Savvy Advisors Inc
New York
$936K +$560K +5,860 +147%
WCM
553
WealthTrak Capital Management
Virginia
$931K +$28.7K +300 +3%
SWM
554
Spire Wealth Management
Virginia
$928K -$46.6K -488 -5%
RWS
555
Retirement Wealth Solutions
Wisconsin
$925K +$117K +1,228 +14%
OMC
556
Old Mission Capital
Illinois
$914K -$680K -7,115 -43%
ATC
557
Argent Trust Co
Tennessee
$909K +$473K +4,955 +107%
NPT
558
Nixon Peabody Trust
Massachusetts
$903K +$908K +9,507 New
SPI
559
Sutton Place Investors
New York
$899K +$46.8K +490 +5%
SWM
560
Seed Wealth Management
Illinois
$894K
LA
561
Latitude Advisors
Florida
$883K +$76.3K +799 +9%
ACM
562
Absolute Capital Management
Pennsylvania
$880K +$161K +1,682 +22%
RF
563
Rossby Financial
Florida
$878K +$828K +8,662 +1,404%
PCM
564
Presidio Capital Management
California
$878K +$86.1K +901 +11%
CFG
565
Carr Financial Group
Massachusetts
$863K +$6.02K +63 +0.7%
NL
566
NWAM LLC
Washington
$862K +$107K +1,121 +14%
Susquehanna International Group
567
Susquehanna International Group
Pennsylvania
$853K +$858K +8,979 New
RFA
568
Resurgent Financial Advisors
Georgia
$850K -$18.8K -197 -2%
LWM
569
LightSquare Wealth Management
Michigan
$850K +$855K +8,952 New
FPGK
570
Financial Partners Group (Kansas)
Kansas
$847K +$109K +1,136 +15%
USCWA
571
U.S. Capital Wealth Advisors
Texas
$846K +$44.5K +466 +6%
OC
572
Oppenheimer & Co
New York
$846K +$125K +1,313 +17%
PFS
573
Prospera Financial Services
Texas
$845K +$164K +1,717 +24%
PIA
574
Perennial Investment Advisors
California
$844K -$53.9K -564 -6%
CFG
575
Carter Financial Group
Illinois
$840K -$18.9K -198 -2%