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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
BAG
826
Bridgewealth Advisory Group
California
$218K +$219K +2,297 New
BFG
827
Berger Financial Group
Minnesota
$217K +$1.62K +17 +0.8%
TBWA
828
Three Bridge Wealth Advisors
California
$215K +$2.87K +30 +1%
RFC
829
Regions Financial Corp
Alabama
$215K +$216K +2,264 New
GT
830
Glenview Trust
Kentucky
$215K +$216K +2,263 New
NI
831
Natural Investments
California
$214K -$317K -3,317 -60%
SC
832
Sapient Capital
Indiana
$214K
LSPW
833
Lake Street Private Wealth
Illinois
$212K +$955 +10 +0.5%
OPWM
834
Oregon Pacific Wealth Management
Oregon
$211K +$212K +2,223 New
FPW
835
Fairvoy Private Wealth
Alabama
$209K -$90.6K -948 -30%
GBT
836
Grove Bank & Trust
Florida
$209K
TPI
837
Trust Point Inc
Wisconsin
$209K +$210K +2,200 New
IWN
838
Independent Wealth Network
Iowa
$206K +$207K +2,169 New
KFG
839
Kelly Financial Group
Connecticut
$205K +$1.81K +19 +0.9%
KPWM
840
KDK Private Wealth Management
Texas
$204K -$9.84K -103 -5%
IP
841
Intellectus Partners
California
$203K +$204K +2,134 New
ZIM
842
Zacks Investment Management
Illinois
$203K +$204K +2,133 New
LJAC
843
L.J. Altfest & Co
New York
$202K -$287 -3 -0.1%
MFG
844
Magnus Financial Group
New York
$202K -$668K -6,988 -77%
FPB
845
First PREMIER Bank
South Dakota
$201K -$76.3K -799 -27%
CAN
846
Capital Advisor Network
Indiana
$196K +$198K +2,068 New
RP
847
Rice Partnership
Hawaii
$185K
Deutsche Bank
848
Deutsche Bank
Germany
$181K
Kayne Anderson Rudnick Investment Management
849
Kayne Anderson Rudnick Investment Management
California
$178K +$1.15K +12 +0.6%
CA
850
Clearstead Advisors
Ohio
$174K +$65.7K +688 +60%