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iShares MBS ETF

931 hedge funds and large institutions have $32B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 325 increasing their positions, 404 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,218% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $4.38M

47% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 74

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

1% more funds holding

Funds holding: 922931 (+9)

4% less capital invested

Capital invested by funds: $33.4B → $32B (-$1.43B)

5.12% less ownership

Funds ownership: 91.82%86.69% (-5.1%)

20% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 404

Holders
931
Holders Change
+9
Holders Change %
+0.98%
% of All Funds
12.48%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
0.91%
New
109
Increased
325
Reduced
404
Closed
74
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
226
Tortoise Investment Management
New York
$7.33M -$3.56M -38,488 -33%
AIA
227
Alternative Investment Advisors
Florida
$7.22M -$171K -1,853 -2%
B
228
Bailard
California
$7.14M +$447K +4,833 +7%
PFG
229
PAX Financial Group
Texas
$7.01M -$987K -10,675 -12%
SFG
230
Snider Financial Group
Washington
$6.94M +$402K +4,351 +6%
AWMT
231
AAFMAA Wealth Management & Trust
North Carolina
$6.88M +$167K +1,803 +3%
WCM
232
Winthrop Capital Management
Indiana
$6.86M +$1.67K +18 +0%
FM
233
Foster & Motley
Ohio
$6.8M +$2.47M +26,681 +58%
VFA
234
Voya Financial Advisors
Connecticut
$6.79M -$1.96M -21,186 -23%
SA
235
Scarborough Advisors
Maryland
$6.79M +$305K +3,293 +5%
LCC
236
Lincoln Capital Corp
Rhode Island
$6.75M -$58.5K -632 -0.9%
GC
237
Guggenheim Capital
Illinois
$6.73M -$2.19M -23,723 -25%
RIA
238
Regal Investment Advisors
Michigan
$6.66M -$1.27M -13,748 -16%
BHWM
239
Bay Harbor Wealth Management
Maryland
$6.57M -$104K -1,126 -2%
AA
240
Ancora Advisors
Ohio
$6.56M +$692K +7,479 +12%
ARC
241
Advisor Resource Council
Texas
$6.43M +$6.03M +65,192 +1,175%
OL
242
Optas LLC
Texas
$6.35M -$441K -4,769 -7%
MERSOM
243
Municipal Employees' Retirement System of Michigan
Michigan
$6.33M +$2.18M +23,580 +54%
SAM
244
Smartleaf Asset Management
Massachusetts
$6.29M +$5.53M +59,751 +805%
PA
245
Parkside Advisors
California
$6.21M -$159K -1,724 -3%
SPIA
246
Steward Partners Investment Advisory
New York
$6.2M -$1.61M -17,422 -21%
DL
247
DOHJ LLC
Washington
$6.11M +$1.25M +13,542 +26%
Capital International Investors
248
Capital International Investors
California
$6.02M -$208K -2,245 -3%
CL
249
Choreo LLC
Illinois
$5.92M -$948K -10,250 -14%
SVWG
250
Shared Vision Wealth Group
United States
$5.87M -$493K -5,325 -8%

MBB Hedge Fund Activity: Q1 2025 in Review

931 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2025, worth a combined $32B — down 4.3% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new MBB positions and 74 closed out — a net gain of 35 holders — while 325 added to existing stakes and 404 trimmed.

The largest buyer was RenaissanceRe Holdings, opening a new position worth an estimated $264M. The largest seller was Bank of America, cutting an estimated $1.24B.

  • 931 institutional investors held iShares MBS ETF (MBB) as of Q1 2025, up from 922 in Q4 2024.
  • Funds reported $32B of iShares MBS ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
  • 109 funds opened new iShares MBS ETF positions in Q1 2025 and 74 closed out, a net change of +35 holders.
  • The largest iShares MBS ETF buyer in Q1 2025 was RenaissanceRe Holdings, an estimated $264M added.
  • The largest iShares MBS ETF seller in Q1 2025 was Bank of America, an estimated $1.24B sold.

Based on aggregated 13F filings for Q1 2025.