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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 116 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

27% more first-time investments, than exits

New positions opened: 116 | 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: 1,0171,019 (+2)

Holders
1,019
Holders Change
+2
Holders Change %
+0.2%
% 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
116
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
AWE
51
Avidian Wealth Enterprises
Texas
$76.4M +$5.83M +61,069 +8%
NA
52
Nottingham Advisors
New York
$75.5M +$11M +114,881 +17%
MCCA
53
Mill Creek Capital Advisors
Pennsylvania
$72.9M +$2.02M +21,120 +3%
ETC
54
Exchange Traded Concepts
Oklahoma
$69.8M +$4.52M +47,357 +7%
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$67.4M +$6.01M +62,899 +10%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$65.3M +$1.13M +11,811 +2%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$65.1M +$4.48M +46,937 +7%
KFAA
58
Klaas Financial Asset Advisors
Illinois
$64.1M +$63.7M +667,159 +8,983%
Allianz Asset Management
59
Allianz Asset Management
Germany
$63.5M -$3.76M -39,337 -6%
LFS
60
Lutz Financial Services
Nebraska
$60M +$3.27M +34,269 +6%
TIAA Trust, National Association
61
TIAA Trust, National Association
North Carolina
$59.1M -$2.43B -25,388,007 -98%
WJA
62
Willis Johnson & Associates
Texas
$58.2M +$752K +7,873 +1%
Corient Private Wealth
63
Corient Private Wealth
Florida
$57.6M -$19.2M -200,873 -25%
RT
64
Rockland Trust
Massachusetts
$57.4M +$1.35M +14,083 +2%
DWM
65
Dakota Wealth Management
Florida
$57.3M +$5.47M +57,258 +10%
SOMRS
66
State of Michigan Retirement System
Michigan
$57M
AWM
67
AE Wealth Management
Kansas
$56.1M +$1.76M +18,428 +3%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$53.3M +$33.3M +348,197 +163%
CF
69
Clarity Financial
Texas
$53.2M +$53.6M +560,574 New
KIM
70
Kestra Investment Management
Texas
$51.7M -$4.66M -48,787 -8%
DACS
71
Dymon Asia Capital (Singapore)
Singapore
$49.7M
Osaic Holdings
72
Osaic Holdings
Arizona
$48.7M +$1.47M +15,343 +3%
SIA
73
SkyView Investment Advisors
New Jersey
$47.8M -$491K -5,139 -1%
FIA
74
Foundations Investment Advisors
Arizona
$47.5M +$4.88M +51,048 +11%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$47.5M