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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
AA
726
Advisory Alpha
Michigan
$359K +$8.41K +88 +2%
AC
727
Apella Capital
Connecticut
$358K +$43.9K +459 +14%
BHWM
728
Bar Harbor Wealth Management
New Hampshire
$358K +$360K +3,768 New
JIP
729
Jaffetilchin Investment Partners
Florida
$355K +$2.01K +21 +0.6%
CMMS
730
Comprehensive Money Management Services
Florida
$353K +$19.1K +200 +6%
KAS
731
KPP Advisory Services
Kentucky
$349K -$25.3K -265 -7%
AT
732
Arlington Trust
Alabama
$346K
RW
733
Rede Wealth
Virginia
$344K -$1.43K -15 -0.4%
HKIMG
734
Hutchens & Kramer Investment Management Group
Indiana
$341K +$2.77K +29 +0.8%
HIP
735
HUB Investment Partners
Texas
$339K +$341K +3,569 New
VFG
736
Victory Financial Group
Texas
$339K +$42.6K +446 +14%
MIA
737
MMBG Investment Advisors
Florida
$337K
ACP
738
Aviance Capital Partners
Florida
$335K
MAM
739
Madison Asset Management
Wisconsin
$334K
CSB
740
City State Bank
Iowa
$333K
BCI
741
Blue Capital Inc
Nebraska
$333K -$1.72K -18 -0.5%
MCA
742
Magnolia Capital Advisors
Mississippi
$332K -$32.7K -342 -9%
BHPW
743
Beverly Hills Private Wealth
California
$330K -$1.72K -18 -0.5%
AWM
744
Adams Wealth Management
Utah
$330K -$3.92K -41 -1%
CI
745
CacheTech Inc
Utah
$330K -$3.92K -41 -1%
HIM
746
Hillsdale Investment Management
Ontario, Canada
$326K +$95.5K +1,000 +41%
VAG
747
VisionPoint Advisory Group
Texas
$324K +$326K +3,415 New
PL
748
Protective Life
Alabama
$324K +$326K +3,415 New
T
749
Tidemark
California
$322K +$193K +2,015 +146%
AFW
750
Avantra Family Wealth
Pennsylvania
$319K +$1.72K +18 +0.5%