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iShares MBS ETF
MBB

Overview Fund Activity

916 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 318 increasing their positions, 400 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
916
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
12.44%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.91%
New
108
Increased
318
Reduced
400
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
RenaissanceRe Holdings
Bermuda
+$268M
2
LPL Financial
LPL Financial
California
+$226M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$126M
4
UBS AM
UBS AM
Illinois
+$98.7M
5
Jane Street
Jane Street
New York
+$85.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.26B
2
EP
Essential Planning
New Hampshire
-$305M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$202M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$113M
5
RWP
RWA Wealth Partners
Massachusetts
-$92.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Wealth Alliance
New York
$4.84M -$1.21M -12,908 -20%
CAL
277
Capital Analysts LLC
Pennsylvania
$4.84M -$307K -3,271 -6%
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$4.84M -$166K -1,765 -3%
MCWS
279
McKinley Carter Wealth Services
West Virginia
$4.81M -$3.42M -36,425 -42%
WWA
280
WCG Wealth Advisors
Nevada
$4.77M -$1.35M -14,447 -22%
GWA
281
Genesis Wealth Advisors
Massachusetts
$4.63M +$4.63M +49,341 New
PFA
282
Pettinga Financial Advisors
Indiana
$4.53M -$698K -7,438 -13%
BAM
283
Belpointe Asset Management
Nevada
$4.51M -$45K -480 -1%
TVM
284
True Vision MN
Minnesota
$4.51M -$719K -7,667 -14%
VAS
285
Vestmark Advisory Solutions
Massachusetts
$4.42M +$4.42M +47,178 New
SFA
286
Sequoia Financial Advisors
Ohio
$4.39M +$3.68M +39,263 +522%
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$4.36M -$344K -3,668 -7%
Betterment LLC
288
Betterment LLC
New York
$4.35M -$4.06M -43,341 -48%
Cerity Partners
289
Cerity Partners
New York
$4.29M -$144K -1,534 -3%
GL
290
Graypoint LLC
New York
$4.26M -$78.1K -833 -2%
RA
291
Rational Advisors
New York
$4.23M -$472K -5,029 -10%
JE
292
JMAC Enterprises
Pennsylvania
$4.16M +$237K +2,532 +6%
PG
293
Proffitt & Goodson
Tennessee
$4.15M -$82.3K -878 -2%
IA
294
Inspire Advisors
Idaho
$4.15M +$187K +1,999 +5%
ATPW
295
Ashton Thomas Private Wealth
Arizona
$4.14M +$202K +2,159 +5%
SA
296
Sovran Advisors
California
$4.09M +$39.8K +430 +1%
CWS
297
Cypress Wealth Services
California
$4.08M -$711K -7,579 -15%
SFA
298
Semmax Financial Advisors
North Carolina
$4.06M +$154K +1,661 +4%
KV
299
Kickstand Ventures
New York
$4.02M +$26.1K +278 +0.7%
SA
300
Sunesis Advisors
Kansas
$3.99M +$375 +4 +0%
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