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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
JHU
151
Johns Hopkins University
Maryland
$18.4M
SW
152
SteelPeak Wealth
California
$18.1M +$1.42M +14,833 +8%
RWM
153
RKL Wealth Management
Pennsylvania
$18.1M -$1.43M -14,992 -7%
CIAS
154
CFS Investment Advisory Services
New Jersey
$17.8M -$124K -1,302 -0.7%
LA
155
Lifeworks Advisors
Michigan
$17.7M -$161K -1,681 -0.9%
MWM
156
Modern Wealth Management
Kansas
$17.5M +$3.73M +39,034 +27%
AI
157
Atria Investments
North Carolina
$17.4M +$887K +9,288 +5%
KeyBank National Association
158
KeyBank National Association
Ohio
$16.9M -$247K -2,588 -1%
AC
159
Allstate Corporation
Illinois
$16.9M -$12.1M -126,278 -42%
MCWS
160
McKinley Carter Wealth Services
West Virginia
$16.7M +$9.98M +104,475 +146%
PCA
161
Prosperity Capital Advisors
Ohio
$16.6M +$2.57M +26,915 +18%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$16.3M +$16.3M +170,403 +11,584%
IWC
163
Integrated Wealth Concepts
Massachusetts
$16.1M -$11M -115,420 -41%
ACM
164
Anfield Capital Management
California
$15.8M +$7.89M +82,545 +98%
BWA
165
BlueSky Wealth Advisors
North Carolina
$15.7M +$15.8M +165,545 New
First Trust Advisors
166
First Trust Advisors
Illinois
$15.7M -$223K -2,337 -1%
SSWM
167
Smith Salley Wealth Management
North Carolina
$15.6M +$949K +9,930 +6%
AssetMark Inc
168
AssetMark Inc
California
$15.4M -$170K -1,777 -1%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$15.2M +$813K +8,512 +6%
HCA
170
Heck Capital Advisors
Wisconsin
$15.2M -$337K -3,531 -2%
GWM
171
Geneos Wealth Management
Colorado
$14.9M +$3.92M +41,030 +36%
TF
172
Trek Financial
Arizona
$14.2M +$1.47M +15,436 +11%
P
173
&Partners
Tennessee
$14.2M -$1.78M -18,643 -11%
RWP
174
RWA Wealth Partners
Massachusetts
$14.2M -$1.2M -12,572 -8%
CCA
175
Checchi Capital Advisers
California
$14M +$244K +2,553 +2%