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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
EWA
626
Exencial Wealth Advisors
Oklahoma
$619K +$26.8K +280 +4%
TIM
627
Tortoise Investment Management
New York
$616K -$2.92M -30,513 -82%
CA
628
Continuum Advisory
Idaho
$611K +$18K +188 +3%
AIM
629
Advyzon Investment Management
Illinois
$603K +$7.36K +77 +1%
SI
630
Stephens Inc
Arkansas
$593K -$12.2K -128 -2%
CIC
631
Concord Investment Counsel
California
$592K -$91K -953 -13%
FWM
632
FLP Wealth Management
Arkansas
$592K +$103K +1,074 +21%
RSA
633
River Street Advisors
Illinois
$590K -$8.88K -93 -1%
NEAM
634
New England Asset Management
Connecticut
$589K
CCG
635
Catalina Capital Group
California
$582K +$52.2K +546 +10%
MWM
636
McCartney Wealth Management
Missouri
$580K
FCA
637
Fortis Capital Advisors
Kansas
$574K -$117K -1,229 -17%
HIM
638
Hanlon Investment Management
New Jersey
$574K +$5.06K +53 +0.9%
SG
639
StoneX Group
New York
$570K +$252K +2,642 +78%
FWP
640
FAS Wealth Partners
Kansas
$570K +$25.5K +267 +5%
ARC
641
Advisor Resource Council
Texas
$567K -$4.11K -43 -0.7%
MYAM
642
Meiji Yasuda Asset Management
Japan
$565K -$7.1M -74,293 -93%
AC
643
ASB Consultores
Florida
$565K +$572K +5,991 New
WEG
644
World Equity Group
Illinois
$562K +$53.5K +560 +10%
AIM
645
Archer Investment Management
Texas
$562K -$813K -8,514 -59%
QP
646
Quartz Partners
New York
$554K -$63.8K -668 -10%
IWA
647
IVC Wealth Advisors
Pennsylvania
$550K +$2.58K +27 +0.5%
SFG
648
Sovereign Financial Group
Connecticut
$548K -$117K -1,229 -18%
KP
649
Keel Point
Alabama
$540K +$77.1K +807 +17%
AFP
650
Ausdal Financial Partners
Iowa
$539K +$17.2K +180 +3%