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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
PCA
701
Pallas Capital Advisors
Massachusetts
$405K -$12.1K -127 -3%
TPA
702
Trivium Point Advisory
Connecticut
$405K -$2.82M -29,520 -87%
PBF
703
Petix & Botte Financial
California
$404K -$371K -3,888 -86%
HOWA
704
Heritage Oak Wealth Advisors
Florida
$402K +$73.9K +774 +22%
JIC
705
Johnson Investment Counsel
Ohio
$401K +$404K +4,227 New
JF
706
Joule Financial
Kentucky
$398K +$400K +4,189 New
TA
707
Tactive Advisors
Florida
$397K +$7.64K +80 +2%
EWA
708
Emergent Wealth Advisors
New York
$391K -$1.02M -10,683 -72%
BMCM
709
Bryn Mawr Capital Management
Pennsylvania
$390K +$189K +1,982 +93%
CFA
710
Churchill Financial Advisors
Kentucky
$390K +$151K +1,585 +63%
HI
711
Hyundai Investments
South Korea
$390K -$136K -1,421 -26%
QCM
712
Quantinno Capital Management
New York
$390K +$392K +4,103 New
RWM
713
Rialto Wealth Management
New York
$389K +$210K +2,194 +115%
FPI
714
Financial Plan Inc
Washington
$388K
B
715
Bedminster
South Carolina
$385K -$351K -3,678 -48%
FEG
716
Financial Enhancement Group
Indiana
$378K -$2.01K -21 -0.5%
BFS
717
BridgePort Financial Solutions
Iowa
$374K -$32.6K -341 -8%
FF
718
Friedenthal Financial
New Jersey
$373K +$4.39K +46 +1%
FA
719
Fiduciary Alliance
South Carolina
$373K -$110K -1,147 -23%
CF
720
Centaurus Financial
California
$372K -$10K -105 -3%
WFC
721
Western Financial Corp
California
$366K -$26.8K -280 -7%
RM
722
RCW Management
Florida
$366K +$7.36K +77 +2%
SA
723
Stewardship Advisors
Pennsylvania
$362K +$24.3K +254 +7%
SIM
724
Synergy Investment Management
Florida
$360K +$12.1K +127 +3%
PWS
725
Precision Wealth Strategies
Missouri
$359K -$52.4K -548 -13%