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iShares MBS ETF

1,011 hedge funds and large institutions have $34.8B invested in iShares MBS ETF in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 499 increasing their positions, 284 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
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
KFS
201
Kelly Financial Services
Massachusetts
$11.2M
AWMT
202
AAFMAA Wealth Management & Trust
North Carolina
$11M
EWA
203
EverSource Wealth Advisors
Alabama
$10.9M
SI
204
Seeds Investor
New York
$10.8M
SMI
205
Shelter Mutual Insurance
Missouri
$10.7M
BBWP
206
Beacon Bridge Wealth Partners
Pennsylvania
$10.7M
FFA
207
Farther Finance Advisors
California
$10.7M
JSL
208
JT Stratford LLC
Georgia
$10.7M
TF
209
Theory Financial
Colorado
$10.6M
WIA
210
World Investment Advisors
California
$10.5M
HH
211
Hilltop Holdings
Texas
$10.5M
BCI
212
Brinker Capital Investments
Pennsylvania
$10.4M
Creative Planning
213
Creative Planning
Kansas
$10.2M
AWM
214
Axxcess Wealth Management
California
$10.1M
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$10.1M
KAS
216
Kestra Advisory Services
Texas
$10M
TWM
217
TSA Wealth Management
Texas
$9.8M
FM
218
Foster & Motley
Ohio
$9.7M
CL
219
CIM LLC
New York
$9.56M
MYIA
220
Mount Yale Investment Advisors
Colorado
$9.55M
AAP
221
Arax Advisory Partners
Colorado
$9.38M
CFP
222
Cascade Financial Partners
California
$9.28M
SAM
223
Smartleaf Asset Management
Massachusetts
$9.26M
GWP
224
Gateway Wealth Partners
Wisconsin
$9.15M
AWM
225
Aureum Wealth Management
Florida
$8.75M