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
12.54%
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
HWM
601
Hobbs Wealth Management
Indiana
$737K +$123K +1,285 +20%
HFO
602
Heritage Family Offices
Arizona
$733K +$106K +1,107 +17%
1WA
603
180 Wealth Advisors
Washington
$729K +$14.2K +149 +2%
MPW
604
Magnolia Private Wealth
Pennsylvania
$727K +$420K +4,396 +135%
UAG
605
United Advisor Group
Ohio
$720K +$72.6K +760 +11%
PB
606
Pinnacle Bancorp
Nebraska
$711K -$1.34K -14 -0.2%
FMI
607
F/M Investments
District of Columbia
$705K -$4.97K -52 -0.7%
LCWP
608
Legacy Capital Wealth Partners
Arkansas
$701K -$8.5K -89 -1%
AL
609
ADE LLC
Maryland
$695K -$4.3K -45 -0.6%
NB
610
NBT Bank
New York
$694K +$167K +1,743 +31%
CFG
611
Cooper Financial Group
California
$689K +$87.9K +920 +15%
LWPC
612
Legacy Wealth Partners (Colorado)
Colorado
$679K -$30.6K -320 -4%
EI
613
EFG International
$674K +$678K +7,096 New
TWM
614
Trinity Wealth Management
Pennsylvania
$670K +$12.6K +132 +2%
SEIA
615
Signature Estate & Investment Advisors
California
$665K +$250K +2,616 +60%
FTS
616
Fifth Third Securities
Ohio
$664K -$69.2K -724 -9%
AC
617
Annandale Capital
Texas
$659K
FWI
618
Facet Wealth Inc
Maryland
$656K +$167K +1,751 +34%
VA
619
VestGen Advisors
Illinois
$656K +$666K +6,967 New
SWM
620
Silverlake Wealth Management
Vermont
$652K -$110K -1,147 -14%
SPAS
621
Spectrum Planning & Advisory Services
California
$649K -$48.2K -505 -7%
WAL
622
W Advisors LLC
Tennessee
$644K +$43.6K +456 +7%
EV
623
EJMK Ventures
Illinois
$639K -$306K -3,205 -32%
SFM
624
Signet Financial Management
New Jersey
$623K
CC
625
Cypress Capital
Tennessee
$621K +$14.2K +149 +2%