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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
MAFA
976
MJT & Associates Financial Advisory
Minnesota
$4.56K
MSWM
977
Mowery & Schoenfeld Wealth Management
Illinois
$4.46K +$4.49K +47 New
GCM
978
Gunpowder Capital Management
Maryland
$4.37K
CPA
979
Cardiff Park Advisors
California
$3.89K
AUB
980
Atlantic Union Bankshares
Virginia
$3.8K
BWM
981
Bernard Wealth Management
Michigan
$3.8K +$3.82K +40 New
SL
982
Salomon & Ludwin
Virginia
$3.79K
CWM
983
Copia Wealth Management
Oregon
$3.42K -$573 -6 -14%
CAM
984
Chesapeake Asset Management
New York
$3.23K
TFG
985
Team Financial Group
California
$3.15K
SIS
986
Strategic Investment Solutions
Illinois
$3.14K
OW
987
Olistico Wealth
Oklahoma
$3.13K
RTC
988
Riverview Trust Company
Washington
$3.04K +$3.06K +32 New
FRA
989
Front Row Advisors
California
$2.85K
Harris Associates
990
Harris Associates
Illinois
$2.66K +$2.67K +28 New
SFC
991
SYM Financial Corp
Indiana
$2.66K +$2.67K +28 New
LWM
992
Lodestone Wealth Management
Washington
$2.37K -$2.01K -21 -46%
PWPS
993
Pinnacle Wealth Planning Services
Ohio
$2.28K
TWM
994
Topsail Wealth Management
North Carolina
$2.28K
RFA
995
Register Financial Advisors
Georgia
$2.28K +$2.29K +24 New
IRC
996
Investors Research Corp
Georgia
$2.18K
KFAS
997
Keating Financial Advisory Services
Kansas
$2.18K +$2.2K +23 New
MEG
998
Millstone Evans Group
Colorado
$1.9K
RFA
999
Reyes Financial Architecture
California
$1.9K
UFF
1000
USA Financial Formulas
Michigan
$1.9K +$1.91K +20 New