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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
CI
76
Constellation Investments
Ohio
$47.1M
SWP
77
Strategic Wealth Partners
Ohio
$46.1M +$1.83M +19,128 +4%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$45.4M -$43.5M -455,365 -49%
SMFG
79
Sumitomo Mitsui Financial Group
Japan
$44.8M +$1.74M +18,210 +4%
NP
80
NorthRock Partners
Minnesota
$44.3M +$1.01M +10,529 +2%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$43.4M +$4.69M +49,101 +12%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$42.7M
OPAM
83
Ocean Park Asset Management
California
$42M +$1.71M +17,872 +4%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$41.3M -$1.25M -13,089 -3%
DJSG
85
D.J. St. Germain
Massachusetts
$39.7M +$2.36M +24,752 +6%
SWM
86
Stockman Wealth Management
Montana
$37.7M -$14.5M -152,213 -28%
BSB
87
Bangor Savings Bank
Maine
$37.4M +$1.4M +14,631 +4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$37.2M +$5.21M +54,515 +16%
CI
89
Conning Inc
Connecticut
$36.8M
KWM
90
Kingsview Wealth Management
Oregon
$36.5M +$15.5M +161,776 +73%
NCM
91
Northside Capital Management
Oregon
$35.3M +$7.57M +79,197 +27%
PS
92
Principal Securities
Iowa
$35.2M +$8.73M +91,372 +33%
Franklin Resources
93
Franklin Resources
California
$34.3M +$2.23M +23,353 +7%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$33.8M +$451K +4,722 +1%
Federated Hermes
95
Federated Hermes
Pennsylvania
$33.7M +$11.1M +115,979 +48%
CWM
96
Cabot Wealth Management
Massachusetts
$33.3M +$1.52M +15,940 +5%
PI
97
Parkside Investments
Illinois
$33.3M +$523K +5,475 +2%
NFT
98
Nan Fung Trinity
Hong Kong
$33.2M
ZIG
99
Zurich Insurance Group
Switzerland
$32.1M
JC
100
JB Capital
Connecticut
$31.6M +$1.39M +14,535 +5%