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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
FA
201
FDx Advisors
Illinois
$11.2M +$329K +3,447 +3%
KFS
202
Kelly Financial Services
Massachusetts
$11.2M +$738K +7,725 +7%
AWMT
203
AAFMAA Wealth Management & Trust
North Carolina
$11M -$259K -2,710 -2%
EWA
204
EverSource Wealth Advisors
Alabama
$10.9M +$155K +1,626 +1%
SI
205
Seeds Investor
New York
$10.8M +$10.8M +113,393 New
SMI
206
Shelter Mutual Insurance
Missouri
$10.7M +$348K +3,642 +3%
BBWP
207
Beacon Bridge Wealth Partners
Pennsylvania
$10.7M -$435K -4,550 -4%
FFA
208
Farther Finance Advisors
California
$10.7M -$527K -5,517 -5%
JSL
209
JT Stratford LLC
Georgia
$10.7M +$560K +5,860 +6%
TF
210
Theory Financial
Colorado
$10.6M +$131K +1,375 +1%
WIA
211
World Investment Advisors
California
$10.5M -$187K -1,961 -2%
HH
212
Hilltop Holdings
Texas
$10.5M -$7.22M -75,523 -41%
BCI
213
Brinker Capital Investments
Pennsylvania
$10.4M -$4.65M -48,722 -31%
Creative Planning
214
Creative Planning
Kansas
$10.2M -$926K -9,693 -8%
AWM
215
Axxcess Wealth Management
California
$10.1M +$8.42M +88,149 +493%
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$10.1M
KAS
217
Kestra Advisory Services
Texas
$10M -$5.01M -52,410 -33%
TWM
218
TSA Wealth Management
Texas
$9.8M +$602K +6,305 +7%
FM
219
Foster & Motley
Ohio
$9.7M -$114K -1,192 -1%
CL
220
CIM LLC
New York
$9.56M -$9.74K -102 -0.1%
MYIA
221
Mount Yale Investment Advisors
Colorado
$9.55M +$5.81M +60,794 +153%
AAP
222
Arax Advisory Partners
Colorado
$9.38M +$5.1M +53,370 +117%
CFP
223
Cascade Financial Partners
California
$9.28M +$9.34M +97,714 New
SAM
224
Smartleaf Asset Management
Massachusetts
$9.26M +$354K +3,709 +4%
GWP
225
Gateway Wealth Partners
Wisconsin
$9.15M +$6.82M +71,350 +286%