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iShares MBS ETF

1,018 hedge funds and large institutions have $34.9B invested in iShares MBS ETF in 2026 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 504 increasing their positions, 285 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.88M
Puts
$2.06M
Net Calls
Net Calls Change

Top Buyers

1 +$1.9B
2 +$273M
3 +$272M
4
JP Morgan Chase
JP Morgan Chase
New York
+$196M
5
Truist Financial
Truist Financial
North Carolina
+$176M

Top Sellers

1 -$2.43B
2 -$463M
3 -$367M
4
Barclays
Barclays
United Kingdom
-$237M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Meteora Capital
Florida
$13.9M
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$13.8M
CWMG
178
Compass Wealth Management (Georgia)
Georgia
$13.7M
IPW
179
Impact Partnership Wealth
Georgia
$13.6M
BWP
180
Bernardo Wealth Planning
Pennsylvania
$13.5M
SHIM
181
Stone House Investment Management
Pennsylvania
$13.4M
CM
182
Cornerstone Management
Georgia
$13.2M
IWA
183
Icon Wealth Advisors
Texas
$13M
NC
184
NewSquare Capital
Pennsylvania
$12.9M
IGAM
185
iA Global Asset Management
Quebec, Canada
$12.8M
SIA
186
Spectrum Investment Advisors
Wisconsin
$12.8M
BCM
187
Boltwood Capital Management
California
$12.8M
EH
188
Equitable Holdings
New York
$12.5M
RAM
189
Resona Asset Management
Japan
$12.2M
SL
190
Sentinus LLC
Illinois
$12.2M
Citadel Advisors
191
Citadel Advisors
Florida
$12.1M
SFS
192
Security Financial Services
Indiana
$12.1M
TWA
193
Tandem Wealth Advisors
Arizona
$12M
OWA
194
One Wealth Advisors
California
$12M
AA
195
Ancora Advisors
Ohio
$11.7M
HF
196
HRT Financial
New York
$11.6M
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$11.5M
Lazard Asset Management
198
Lazard Asset Management
New York
$11.5M
WCA
199
Westover Capital Advisors
Delaware
$11.4M
PWM
200
Perigon Wealth Management
California
$11.2M