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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
AO
801
Advisor OS
Illinois
$245K +$246K +2,579 New
OWP
802
Obermeyer Wealth Partners
Colorado
$241K -$28.8K -301 -11%
LFG
803
Lockerman Financial Group
California
$240K +$242K +2,532 New
CWM
804
C2C Wealth Management
Arizona
$240K
IAIM
805
International Assets Investment Management
Florida
$240K +$5.16K +54 +2%
PCG
806
Prosperity Consulting Group
Maryland
$238K -$15.2K -159 -6%
SI
807
Stirlingshire Investments
New York
$238K -$17.1K -179 -7%
RCM
808
Raleigh Capital Management
North Carolina
$237K +$61.6K +645 +35%
ESB
809
Essex Savings Bank
Connecticut
$235K -$4.78K -50 -2%
AA
810
Armis Advisers
Georgia
$234K -$16.8K -176 -7%
AWM
811
Avior Wealth Management
Nebraska
$233K -$4.2K -44 -2%
YIM
812
Yoffe Investment Management
Pennsylvania
$233K
Empower Advisory Group
813
Empower Advisory Group
Colorado
$232K +$233K +2,444 New
CWMK
814
Caliber Wealth Management (Kansas)
Kansas
$228K +$8.41K +88 +4%
PFWA
815
Paces Ferry Wealth Advisors
Georgia
$227K +$2.39K +25 +1%
TA
816
TrueWealth Advisors
Alabama
$226K -$860 -9 -0.4%
AWM
817
Accurate Wealth Management
Florida
$226K -$7.36K -77 -3%
LFWA
818
LiftPoint Family Wealth Advisors
New Jersey
$226K +$3.82K +40 +2%
PA
819
PSI Advisors
Florida
$224K +$225K +2,357 New
KNW
820
Kesler Norman & Wride
Utah
$222K +$223K +2,336 New
5NPW
821
55 North Private Wealth
Florida
$220K +$222K +2,320 New
NG
822
Novem Group
New York
$220K -$231K -2,417 -51%
AWA
823
Alta Wealth Advisors
Massachusetts
$220K +$221K +2,316 New
PVI
824
Pine Valley Investments
New Jersey
$220K +$221K +2,314 New
BW
825
BIP Wealth
Georgia
$219K -$8.79K -92 -4%