We are live on ! Find out more
MBB icon

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
Bank of America
1
Bank of America
North Carolina
$6.29B -$463M -4,842,763 -7%
JP Morgan Chase
2
JP Morgan Chase
New York
$3.52B +$196M +2,052,840 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.74B +$272M +2,845,587 +11%
LPL Financial
4
LPL Financial
California
$2.66B +$7.75M +81,121 +0.3%
UBS Group
5
UBS Group
Switzerland
$2.07B +$1.9B +19,902,058 +1,028%
TWIM
6
TIAA Wealth Investment Management
New York
$1.33B +$1.34B +14,072,269 New
Ameriprise
7
Ameriprise
Minnesota
$1.25B -$140M -1,461,155 -10%
Morgan Stanley
8
Morgan Stanley
New York
$1.02B +$89.8M +939,826 +10%
TCIIS
9
TIAA-CREF Individual & Institutional Services
New York
$710M +$715M +7,479,771 New
Truist Financial
10
Truist Financial
North Carolina
$549M +$176M +1,842,155 +47%
UBS AM
11
UBS AM
Illinois
$408M +$273M +2,855,984 +198%
Stifel Financial
12
Stifel Financial
Missouri
$352M +$791K +8,277 +0.2%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$325M +$51.8M +542,039 +19%
AF
14
Allworth Financial
California
$316M +$3.72M +38,894 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$295M +$10.1M +106,144 +4%
Wells Fargo
16
Wells Fargo
California
$257M -$539K -5,644 -0.2%
State of Tennessee, Department of Treasury
17
State of Tennessee, Department of Treasury
Tennessee
$235M -$837K -8,763 -0.4%
MWA
18
Midland Wealth Advisors
Illinois
$235M -$27.8M -290,661 -11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$220M +$19.2M +201,354 +10%
BlackRock
20
BlackRock
New York
$211M -$2.7M -28,218 -1%
SEI Investments
21
SEI Investments
Pennsylvania
$208M +$10.4M +108,361 +5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$192M +$4.28M +44,837 +2%
MMA
23
Miracle Mile Advisors
California
$192M +$21.8M +227,772 +13%
Envestnet Portfolio Solutions
24
Envestnet Portfolio Solutions
Illinois
$183M -$6.93M -72,572 -4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$183M +$1.62M +16,950 +0.9%