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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
EWA
1051
Exit Wealth Advisors
Georgia
-$849K -8,919 Closed
SWM
1052
Steinberganna Wealth Management
New York
-$825K -8,666 Closed
Millennium Management
1053
Millennium Management
New York
-$792K -8,315 Closed
National Bank of Canada
1054
National Bank of Canada
Quebec, Canada
-$674K -7,074 Closed
BWM
1055
BCS Wealth Management
Tennessee
-$560K -5,876 Closed
VIS
1056
Vertex Investment Solutions
-$535K -5,600 Closed
AWM
1057
Aprio Wealth Management
Georgia
-$532K -5,472 Closed
XT
1058
XTX Topco
Cayman Islands
-$366K -3,840 Closed
LI
1059
LifeWealth Investments
Florida
-$365K -3,835 Closed
NPT
1060
National Philanthropic Trust
Pennsylvania
-$328K -3,448 Closed
AWM
1061
Austin Wealth Management
Texas
-$326K -3,424 Closed
E
1062
EntreWealth
Texas
-$327K -3,423 Closed
AIA
1063
Angeles Investment Advisors
California
-$305K -3,200 Closed
VPA
1064
Vernal Point Advisors
California
-$302K -3,169 Closed
Principal Financial Group
1065
Principal Financial Group
Iowa
-$297K -3,126 Closed
AFA
1066
Alpha Financial Advisors
North Carolina
-$278K -2,918 Closed
TWA
1067
Talisman Wealth Advisors
New Jersey
-$271K -2,843 Closed
EPW
1068
Evolve Private Wealth
California
-$265K -2,787 Closed
CAAS
1069
Capital Asset Advisory Services
Michigan
-$260K -2,728 Closed
MA
1070
MKT Advisors
California
-$249K -2,611 Closed
ICP
1071
Impact Capital Partners
Colorado
-$247K -2,589 Closed
MHB
1072
Midwest Heritage Bank
Iowa
-$241K -2,532 Closed
HC
1073
Headland Capital
South Carolina
-$229K -2,401 Closed
MCC
1074
Money Concepts Capital
Florida
-$224K -2,355 Closed
WHG
1075
Westwood Holdings Group
Texas
-$220K -2,314 Closed