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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
FI
751
FWG Investments
Kentucky
$318K +$60.1K +629 +23%
RCAG
752
Rehmann Capital Advisory Group
Michigan
$316K -$15.3K -160 -5%
WPWM
753
Windward Private Wealth Management
Kansas
$313K -$3.15K -33 -1%
IFS
754
Ifrah Financial Services
Arkansas
$309K -$5.45K -57 -2%
BOSSRA
755
B.O.S.S. Retirement Advisors
Utah
$305K +$2.58K +27 +0.8%
BS
756
Banco Santander
Spain
$302K +$304K +3,180 New
NA
757
Nordwand Advisors
Pennsylvania
$301K
SG
758
Sharper & Granite
California
$300K
PJSIMP
759
P.J. Schmidt Investment Management (PJS)
Wisconsin
$300K -$221K -2,313 -42%
GS
760
GWN Securities
Florida
$298K -$4.01K -42 -1%
FA
761
Flagstar Advisors
New York
$297K -$30.3K -317 -9%
CWRP
762
Cassady Wealth & Retirement Planning
Nevada
$296K -$25.7K -269 -8%
GJWM
763
Gilliland Jeter Wealth Management
Arkansas
$296K +$41K +429 +16%
FEM
764
Fulcrum Equity Management
Texas
$293K +$669 +7 +0.2%
NS
765
Northland Securities
Minnesota
$290K +$60.4K +632 +26%
ECA
766
Elevated Capital Advisors
Utah
$289K +$21.9K +229 +8%
AWA
767
Asempa Wealth Advisors
Louisiana
$287K +$75.7K +792 +35%
AIM
768
Acropolis Investment Management
Missouri
$287K -$157K -1,643 -35%
SAM
769
Smithbridge Asset Management
Pennsylvania
$285K -$349K -3,648 -55%
LIA
770
Lynx Investment Advisory
District of Columbia
$281K +$4.59K +48 +2%
BRPW
771
Ballast Rock Private Wealth
South Carolina
$279K +$281K +2,940 New
GFPC
772
Global Financial Private Client
Florida
$279K +$10.3K +108 +4%
EWM
773
Elevation Wealth Management
Minnesota
$279K -$24.7K -259 -8%
OFS
774
OneAscent Financial Services
Alabama
$278K -$95.8K -1,003 -26%
VFA
775
Valeo Financial Advisors
Indiana
$274K +$276K +2,887 New