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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
CIM
101
Confluence Investment Management
Missouri
$31.6M -$1.12M -11,756 -3%
SA
102
Sanctuary Advisors
Indiana
$31.1M +$1.18M +12,348 +4%
CCA
103
Clearwater Capital Advisors
Illinois
$30.9M +$1.32M +13,771 +4%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$30.7M +$664K +6,946 +2%
PWMG
105
Prestige Wealth Management Group
New Jersey
$30M +$30M +314,291 +17,959%
BCM
106
Brookstone Capital Management
Illinois
$30M +$706K +7,387 +2%
US Bancorp
107
US Bancorp
Minnesota
$29.8M -$17.9M -187,669 -37%
PCM
108
Penserra Capital Management
California
$29.6M +$4.52M +47,293 +18%
Goldman Sachs
109
Goldman Sachs
New York
$28.7M -$3.02M -31,591 -9%
Capital International Investors
110
Capital International Investors
California
$28.5M +$508K +5,319 +2%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$28.1M -$821K -8,590 -3%
MWM
112
Modera Wealth Management
New Jersey
$28.1M +$182K +1,905 +0.6%
IAA
113
Independent Advisor Alliance
North Carolina
$27.5M +$24.2M +253,147 +703%
Cerity Partners
114
Cerity Partners
New York
$27.4M +$10.3M +107,677 +60%
IA
115
Integrity Alliance
Iowa
$26.7M +$1.53M +16,023 +6%
MWP
116
Meridian Wealth Partners
Pennsylvania
$26.6M +$1.15M +12,074 +5%
AG
117
Ascent Group
Virginia
$26.3M +$1.84M +19,215 +7%
AA
118
Acorns Advisers
California
$26.3M +$1.24K +13 +0%
CBU
119
CIBC Bancorp USA
Illinois
$24.9M +$25.1M +262,949 New
TPW
120
Talon Private Wealth
Florida
$24.4M +$24.6M +257,501 New
CIC
121
Carnegie Investment Counsel
Ohio
$24.4M +$382K +4,000 +2%
KLI
122
Kelman-Lazarov Inc
Tennessee
$23.7M +$536K +5,610 +2%
JSA
123
Jacobson & Schmitt Advisors
Wisconsin
$23.7M +$1.94M +20,280 +9%
HighTower Advisors
124
HighTower Advisors
Illinois
$22.8M +$989K +10,356 +5%
HGWM
125
Horst & Graben Wealth Management
Oregon
$22.5M +$880K +9,212 +4%