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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
MC
176
Meteora Capital
Florida
$13.9M
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$13.8M +$1.94M +20,275 +16%
CWMG
178
Compass Wealth Management (Georgia)
Georgia
$13.7M +$382K +3,994 +3%
IPW
179
Impact Partnership Wealth
Georgia
$13.6M +$5.6M +58,583 +69%
BWP
180
Bernardo Wealth Planning
Pennsylvania
$13.5M +$536K +5,615 +4%
SHIM
181
Stone House Investment Management
Pennsylvania
$13.4M +$531K +5,560 +4%
CM
182
Cornerstone Management
Georgia
$13.2M +$911K +9,537 +7%
IWA
183
Icon Wealth Advisors
Texas
$13M +$650K +6,808 +5%
NC
184
NewSquare Capital
Pennsylvania
$12.9M +$28.9K +302 +0.2%
IGAM
185
iA Global Asset Management
Quebec, Canada
$12.8M +$12.9M +135,000 New
SIA
186
Spectrum Investment Advisors
Wisconsin
$12.8M +$715K +7,485 +6%
BCM
187
Boltwood Capital Management
California
$12.8M +$359K +3,760 +3%
EH
188
Equitable Holdings
New York
$12.5M +$1.31M +13,756 +12%
RAM
189
Resona Asset Management
Japan
$12.2M +$6.09M +63,698 +98%
SL
190
Sentinus LLC
Illinois
$12.2M +$987K +10,336 +9%
Citadel Advisors
191
Citadel Advisors
Florida
$12.1M +$12.2M +127,545 New
SFS
192
Security Financial Services
Indiana
$12.1M +$117K +1,229 +1%
TWA
193
Tandem Wealth Advisors
Arizona
$12M -$4.73M -49,501 -28%
OWA
194
One Wealth Advisors
California
$12M +$329K +3,448 +3%
AA
195
Ancora Advisors
Ohio
$11.7M +$1.44M +15,066 +14%
HF
196
HRT Financial
New York
$11.6M +$11.7M +122,235 New
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$11.5M +$331K +3,466 +3%
Lazard Asset Management
198
Lazard Asset Management
New York
$11.5M +$227K +2,377 +2%
WCA
199
Westover Capital Advisors
Delaware
$11.4M +$78.1K +817 +0.7%
PWM
200
Perigon Wealth Management
California
$11.2M -$194K -2,030 -2%