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
12.55%
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
SP
651
Successful Portfolios
Florida
$539K +$34.1K +357 +7%
O3W
652
Omni 360 Wealth
New Jersey
$538K +$36.2K +379 +7%
FWWM
653
Fiscal Wisdom Wealth Management
Connecticut
$536K +$121K +1,263 +29%
CGFA
654
Colton Groome Financial Advisors
North Carolina
$533K -$70K -733 -12%
William Blair & Company
655
William Blair & Company
Illinois
$531K -$19.8K -207 -4%
NS
656
NBC Securities
Alabama
$531K +$36.5K +382 +7%
FDW
657
Fourth Dimension Wealth
Ohio
$530K -$26.3K -275 -5%
DWA
658
Delta Wealth Advisors
Indiana
$526K -$2.87K -30 -0.5%
ECM
659
Evergreen Capital Management
Washington
$521K -$102K -1,065 -16%
IWMO
660
Integrated Wealth Management (Ohio)
Ohio
$521K -$19.2K -201 -4%
OAP
661
One Advisory Partners
Kansas
$519K -$51.1K -535 -9%
VPF
662
Vantage Point Financial
Illinois
$518K +$25K +262 +5%
CA
663
Calton & Associates
Florida
$505K +$153K +1,597 +43%
CCG
664
Cypress Capital Group
Florida
$503K +$506K +5,298 New
DP
665
Dearborn Partners
Illinois
$497K -$21.7K -227 -4%
1WM
666
1900 Wealth Management
Texas
$494K
EAM
667
Empirical Asset Management
Massachusetts
$488K +$34.2K +358 +7%
CWM
668
Cahaba Wealth Management
Georgia
$482K +$3.34K +35 +0.7%
PFA
669
Pinnacle Family Advisors
Missouri
$482K +$18.5K +194 +4%
FTUS
670
Flow Traders U.S.
New York
$480K +$483K +5,057 New
GS
671
GTS Securities
New York
$474K +$82.4K +862 +21%
SIS
672
Sound Income Strategies
Florida
$474K -$3.73K -39 -0.8%
OC
673
Oarsman Capital
Wisconsin
$474K -$15K -157 -3%
NA
674
Novus Advisors
South Carolina
$472K +$17.3K +181 +4%
DAS
675
Dynamic Advisor Solutions
Arizona
$468K -$63.1K -660 -12%