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
BFO
1001
Biltmore Family Office
North Carolina
$1.71K
DF
1002
Dunhill Financial
United Kingdom
$1.61K +$1.62K +17 New
CJ
1003
Caitlin John
Michigan
$1.52K
FHC
1004
First Horizon Corporation
Tennessee
$1.42K
EAM
1005
Eukles Asset Management
Ohio
$1.33K
FGA
1006
Fortis Group Advisors
New Jersey
$1.33K
BWL
1007
Bogart Wealth LLC
Virginia
$1.23K
OA
1008
Operose Advisors
Wisconsin
$1.04K -$2.77K -29 -73%
FIM
1009
FWL Investment Management
Texas
$1.04K
HDIM
1010
Hanson & Doremus Investment Management
Vermont
$1K
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$950 -$3.15K -33 -77%
GEA
1012
Glen Eagle Advisors
New Jersey
$475 -$5.92K -62 -93%
PP
1013
PFS Partners
New Jersey
$475
GCP
1014
Gill Capital Partners
Colorado
$475 +$478 +5 New
CCMI
1015
Creative Capital Management Investments
California
$285 -$96 -1 -25%
CVM
1016
Cheviot Value Management
California
$285
GWSA
1017
Global Wealth Strategies & Associates
Colorado
$190 +$191 +2 New
IW
1018
Imprint Wealth
South Carolina
$95
SRCM
1019
Signature Resources Capital Management
California
$95 +$96 +1 New
KA
1020
Kozak & Associates
Colorado
$54 -$21.5K -225 -100%
HIW
1021
Holos Integrated Wealth
Pennsylvania
$19
RH
1022
RenaissanceRe Holdings
Bermuda
-$367M -3,852,431 Closed
CIBC Asset Management
1023
CIBC Asset Management
Ontario, Canada
-$61.9M -649,680 Closed
HCM
1024
Hilton Capital Management
New York
-$54.9M -576,585 Closed
IA
1025
IFG Advisory
Georgia
-$12.1M -127,562 Closed