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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
VCA
776
Verdence Capital Advisors
Maryland
$273K +$275K +2,879 New
MSWMA
777
Market Street Wealth Management Advisors
Indiana
$272K
CAM
778
Cidel Asset Management
Ontario, Canada
$271K
SP
779
Stablepoint Partners
Massachusetts
$267K +$268K +2,810 New
EL
780
EQ LLC
Washington
$264K +$8.88K +93 +3%
GSWM
781
Golden State Wealth Management
California
$264K +$68.9K +721 +35%
EGA
782
Eagle Global Advisors
Texas
$260K
Squarepoint
783
Squarepoint
New York
$257K -$170K -1,777 -40%
CAM
784
Clark Asset Management
New Hampshire
$257K -$7.36K -77 -3%
AL
785
ARWA LLC
Texas
$256K -$72.2K -756 -22%
KFG
786
Kingdom Financial Group
Arizona
$256K +$6.97K +73 +3%
LAS
787
Lloyd Advisory Services
Georgia
$256K +$116K +1,218 +82%
ONB
788
Old National Bancorp
Indiana
$256K -$5.35K -56 -2%
TFP
789
TrueWealth Financial Partners
Washington
$254K -$474K -4,963 -65%
LCC
790
Lincoln Capital Corp
Rhode Island
$254K -$5.45K -57 -2%
OCM
791
Orleans Capital Management
Louisiana
$251K +$253K +2,643 New
BCG
792
Breakwater Capital Group
New Jersey
$250K +$6.21K +65 +3%
AWM
793
Activest Wealth Management
Florida
$249K
A
794
Argentarii
Ohio
$249K +$32K +335 +15%
CTA
795
Chesley Taft & Associates
Illinois
$249K +$20.7K +217 +9%
OPWM
796
Oxinas Partners Wealth Management
Indiana
$248K +$249K +2,610 New
EWM
797
Evolution Wealth Management
Florida
$247K -$1.81K -19 -0.7%
GW
798
Graetz Wealth
Michigan
$246K +$955 +10 +0.4%
CFB
799
Cullen/Frost Bankers
Texas
$246K +$57.4K +601 +30%
MCM
800
Mill Capital Management
North Carolina
$245K +$50.1K +524 +25%