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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
TCM
901
Triumph Capital Management
Colorado
$36.4K -$1.24K -13 -3%
WA
902
Westfuller Advisors
New York
$36.4K +$3.73K +39 +11%
DWA
903
Delos Wealth Advisors
Texas
$35K +$8.22K +86 +30%
NRG
904
Nemes Rush Group
Michigan
$34.4K +$96 +1 +0.3%
APW
905
Aventura Private Wealth
Florida
$33.6K -$1.05K -11 -3%
DSC
906
Duncker Streett & Co
Missouri
$33.2K
FCT
907
First Community Trust
Iowa
$32K +$32.2K +337 New
EB
908
Eastern Bank
Massachusetts
$31.7K +$11.4K +119 +55%
TFGT
909
TS Financial Group (TSFG)
Illinois
$31K -$7.45K -78 -19%
GFA
910
Godfrey Financial Associates
New York
$30.6K
LI
911
LRI Investments
Florida
$30.4K
HPC
912
HM Payson & Co
Maine
$29.4K +$11.7K +122 +65%
BLC
913
Brown, Lisle/Cummings
Rhode Island
$27.9K +$28.1K +294 New
ETS
914
ESL Trust Services
New York
$27.8K
SWM
915
SHP Wealth Management
Massachusetts
$25.5K -$11.9K -125 -32%
RFG
916
REAP Financial Group
Texas
$25.4K
BGC
917
Beutel, Goodman & Co
Ontario, Canada
$25K
VWM
918
Vermillion Wealth Management
Minnesota
$23.9K +$96 +1 +0.4%
WIM
919
Westside Investment Management
California
$23.4K
MWA
920
Medallion Wealth Advisors
Connecticut
$22.5K +$96 +1 +0.4%
MA
921
MCF Advisors
Kentucky
$21.6K
ME
922
McIlrath & Eck
Washington
$20.6K
BCM
923
Boreal Capital Management
Florida
$20.5K -$20.6K -216 Closed
ACA
924
Atlas Capital Advisors
Wyoming
$20.1K +$20.3K +212 New
CW
925
Curio Wealth
Maryland
$18.8K +$17.5K +183 +1,220%