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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
SC
851
Solstein Capital
California
$173K
CT
852
Caldwell Trust
Florida
$161K
FC
853
Fairscale Capital
New Hampshire
$155K
GCM
854
Gables Capital Management
Florida
$154K
FFL
855
Financial Freedom LLC
Ohio
$150K +$40.2K +421 +36%
HCA
856
Harbor Capital Advisors
Illinois
$139K -$290K -3,032 -67%
S
857
SignatureFD
Georgia
$138K +$6.5K +68 +5%
NRC
858
New Republic Capital
North Carolina
$131K +$1.53K +16 +1%
CT
859
Colonial Trust
South Carolina
$129K -$12.7K -133 -9%
SS
860
SBI Securities
Japan
$128K +$6.3K +66 +5%
WA
861
WPG Advisers
Maryland
$127K -$6.11K -64 -5%
PWAM
862
Private Wealth Asset Management
Iowa
$117K -$13.7K -143 -10%
IBOK
863
Independence Bank of Kentucky
Kentucky
$115K -$3.15K -33 -3%
CA
864
Crewe Advisors
Utah
$111K +$764 +8 +0.7%
KCM
865
Key Capital Management
Tennessee
$102K +$39.1K +409 +61%
AGWCA
866
Annis Gardner Whiting Capital Advisors
Florida
$96.4K
KFP
867
Kerr Financial Planning
California
$95.2K +$155K +1,624 +1,450%
OWA
868
Opal Wealth Advisors
New York
$93.8K +$94.4K +988 New
RFP
869
Root Financial Partners
California
$91.7K +$13.2K +138 +17%
RFS
870
Richardson Financial Services
Massachusetts
$86K -$764 -8 -0.9%
OC
871
Oakworth Capital
Alabama
$85K
AC
872
AlphaCore Capital
California
$84.4K +$75.1K +786 +763%
DFA
873
DHJJ Financial Advisors
Illinois
$82.1K +$82.6K +865 New
LFG
874
Larson Financial Group
Missouri
$81.6K -$29.8K -312 -27%
BNA
875
BankChampaign National Association
Illinois
$78.8K +$29.8K +312 +60%