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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 116 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

27% more first-time investments, than exits

New positions opened: 116 | 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: 1,0171,019 (+2)

Holders
1,019
Holders Change
+2
Holders Change %
+0.2%
% 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
116
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
TF
876
Tompkins Financial
New York
$75.5K -$11.5K -120 -13%
YP
877
YANKCOM Partnership
South Dakota
$72.3K -$27.1K -284 -27%
DWP
878
Destiny Wealth Partners
Florida
$71K +$71.5K +748 New
RIA
879
Realta Investment Advisors
Delaware
$69.1K -$4.01K -42 -5%
SS
880
Sunbelt Securities
Texas
$68.8K +$1.72K +18 +3%
AG
881
AmeriFlex Group
Nevada
$65.7K
PPC
882
Park Place Capital
Alabama
$64.7K -$69K -722 -51%
SFCL
883
Strengthening Families & Communities LLC
Massachusetts
$62.6K +$63K +659 New
SAP
884
Strategic Advisory Partners
North Carolina
$59.5K +$59.9K +627 New
Q1WB
885
Quest 10 Wealth Builders
Virginia
$54.5K +$573 +6 +1%
SEP
886
Signature Equity Partners
Ohio
$53.4K +$11.6K +121 +27%
BW
887
Bravera Wealth
North Dakota
$51.7K +$35.8K +375 +221%
HR
888
Howe & Rusling
New York
$49.9K -$17.1K -179 -25%
SGFG
889
Silver Grove Financial Group
New York
$49.8K +$50.2K +525 New
OSAM
890
O'Shaughnessy Asset Management
Connecticut
$48.6K +$35.2K +368 +256%
RF
891
RetireMitten Financial
Michigan
$47.2K +$47.5K +497 New
WG
892
Wellington Group
Indiana
$44.9K +$45.2K +473 New
LC
893
Lavaca Capital
Texas
$44.3K +$287 +3 +0.6%
C
894
Covestor
United Kingdom
$42K +$382 +4 +0.9%
WSFS
895
Wilmington Savings Fund Society
Delaware
$41.1K
WT
896
Whittier Trust
California
$40.9K -$211K -2,211 -84%
TFA
897
Toth Financial Advisory
Virginia
$40.4K
TLFA
898
True Link Financial Advisors
California
$40.4K +$40.6K +425 New
RIL
899
Rothschild Investment LLC
Illinois
$38.2K +$1.53K +16 +4%
TIM
900
Thompson Investment Management
Wisconsin
$37.5K