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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
SC
951
SouthState Corp
Florida
$9.49K -$13.7K -143 -59%
Nomura Asset Management
952
Nomura Asset Management
Japan
$9.49K
AWM
953
Abound Wealth Management
Tennessee
$9.43K +$9.46K +99 New
UFPG
954
United Financial Planning Group
New York
$9.02K -$5.16K -54 -36%
EWM
955
Evermay Wealth Management
Virginia
$8.74K +$8.79K +92 New
RF
956
Robinswood Financial
Washington
$8.73K +$8.79K +92 New
CTC
957
Central Trust Company
Missouri
$8.64K -$24.5K -256 -74%
CH
958
CDKV Holdings
Colorado
$8.55K
MA
959
Montag & Associates
Georgia
$7.5K
GI
960
GAMMA Investing
California
$7.31K +$7.36K +77 New
BH
961
Burk Holdings
Oklahoma
$7.18K +$7.26K +76 New
PIS
962
POM Investment Strategies
North Carolina
$6.65K +$3.73K +39 +126%
BC
963
Barrett & Company
Rhode Island
$6.55K -$573 -6 -8%
LWMI
964
Legacy Wealth Management (Idaho)
Idaho
$6.36K +$2.01K +21 +46%
NFSG
965
Newbridge Financial Services Group
Florida
$6.08K
NA
966
Networth Advisors
Pennsylvania
$5.89K
CWM
967
Consultiva Wealth Management
Puerto Rico
$5.79K
1IA
968
1620 Investment Advisors
Massachusetts
$5.7K
AIM
969
Axiom Investment Management
New York
$5.7K +$5.73K +60 New
EWM
970
EPG Wealth Management
Georgia
$5.61K
RIAS
971
Rachor Investment Advisory Services
Michigan
$5.53K +$955 +10 +21%
IAAG
972
Innovative Asset Advisors Group
Connecticut
$5.41K +$5.45K +57 New
BL
973
BFSG LLC
California
$5.22K
CTWM
974
Cherry Tree Wealth Management
Minnesota
$5.13K +$5.16K +54 New
CCM
975
Chilton Capital Management
Texas
$4.56K