We are live on ! Find out more
MBB icon

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
SIC
926
Salem Investment Counselors
North Carolina
$18.5K +$18.6K +195 New
MCA
927
McGuire Capital Advisors
Oklahoma
$18.4K -$191 -2 -1%
MWPCG
928
Measured Wealth Private Client Group
New Hampshire
$18K
HBW
929
Hazlett, Burt & Watson
West Virginia
$18K
HHCP
930
Hilton Head Capital Partners
South Carolina
$17.9K
AIC
931
Archer Investment Corporation
Indiana
$17.8K
BFP
932
Birchwood Financial Partners
Minnesota
$17.7K -$19.4K -203 -52%
KFI
933
Key Financial Inc
Pennsylvania
$17.2K -$19K -199 -52%
HFS
934
Hantz Financial Services
Michigan
$17K -$2.48K -26 -13%
GWM
935
Gilpin Wealth Management
Colorado
$16K +$191 +2 +1%
WA
936
WestEnd Advisors
North Carolina
$15.6K
HIA
937
Harbor Investment Advisory
Maryland
$15.5K +$573 +6 +4%
GWS
938
Greykasell Wealth Strategies
California
$15.3K +$15.4K +161 New
SMBT
939
Southern Michigan Bank & Trust
Michigan
$14.8K +$14.9K +156 New
AIS
940
Advocate Investing Services
Maryland
$14.3K +$14.4K +151 New
FGAM
941
Financial Gravity Asset Management
Texas
$12.9K -$573 -6 -4%
HWP
942
Highline Wealth Partners
California
$12.7K
WCAMG
943
Woodard & Company Asset Management Group
North Carolina
$12.4K
BCMIO
944
Beacon Capital Management Inc (Ohio)
Ohio
$12.4K +$12.5K +131 New
HFS
945
Hughes Financial Services
Virginia
$12.3K
AFG
946
Albion Financial Group
Utah
$11.7K +$11.8K +123 New
BIM
947
Breakwater Investment Management
Washington
$11.3K
ADL
948
Asset Dedication LLC
California
$10.3K
NWM
949
Nova Wealth Management
Florida
$10.2K +$6.4K +67 +168%
PFM
950
Phillips Financial Management
Indiana
$9.69K