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iShares MBS ETF
MBB

Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
Barclays
United Kingdom
$405M
3
Bank of America
Bank of America
North Carolina
$6.04B
4
Prudential Financial
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
Jane Street
New York
$0
4
UBS Group
UBS Group
Switzerland
$161M
5
HCM
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
251
Beacon Financial Group
Texas
$6.24M +$411K +4,377 +7%
BHWM
252
Bay Harbor Wealth Management
Maryland
$6.2M -$377K -4,012 -6%
Capital International Investors
253
Capital International Investors
California
$6.13M +$99.1K +1,056 +2%
OL
254
Optas LLC
Texas
$6.01M -$352K -3,748 -6%
MC
255
Meteora Capital
Florida
$5.87M +$5.87M +62,500 New
FPCP
256
Fort Point Capital Partners
California
$5.77M +$42.1K +448 +0.7%
CM
257
Columbus Macro
Pennsylvania
$5.69M +$754K +8,030 +15%
FAT
258
First American Trust
California
$5.53M -$35K -373 -0.6%
KFSC
259
Keystone Financial Services (Colorado)
Colorado
$5.52M +$353K +3,764 +7%
BAM
260
Belpointe Asset Management
Nevada
$5.48M +$958K +10,202 +21%
MWM
261
McNaughton Wealth Management
California
$5.43M -$73.3K -781 -1%
ESL
262
Endurance Services Ltd
New York
$5.4M – – –
BWAM
263
Boyd Watterson Asset Management
Ohio
$5.36M -$53.7K -572 -1%
Betterment LLC
264
Betterment LLC
New York
$5.35M +$1M +10,658 +23%
OAM
265
Oppenheimer Asset Management
New York
$5.32M +$424K +4,520 +9%
EP
266
Essential Planning
New Hampshire
$5.31M +$189K +2,015 +4%
CAM
267
Cobblestone Asset Management
Virginia
$5.27M -$159K -1,689 -3%
WIA
268
World Investment Advisors
California
$5.26M -$471K -5,013 -8%
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$5.21M -$543K -5,787 -9%
GWA
270
Genesis Wealth Advisors
Massachusetts
$5.19M +$562K +5,984 +12%
SWM
271
SigFig Wealth Management
California
$5.18M -$31.4K -336 -0.6%
Legacy Financial Group (Iowa)
272
Legacy Financial Group (Iowa)
Iowa
$5.13M +$279K +2,967 +6%
WA
273
Wealth Alliance
New York
$5.1M +$249K +2,657 +5%
CAL
274
Capital Analysts LLC
Pennsylvania
$5.09M +$249K +2,656 +5%
CL
275
Choreo LLC
Illinois
$5.02M -$907K -9,656 -15%
9 10
11
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