MBB icon

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
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
301
Csenge Advisory Group
Florida
$3.86M +$473K +5,105 +14%
Jones Financial Companies
302
Jones Financial Companies
Missouri
$3.82M +$587K +6,257 +18%
NCM
303
Northwest Capital Management
Oregon
$3.82M -$1.97M -20,990 -34%
WP
304
WealthShield Partners
North Carolina
$3.8M +$79.9K +851 +2%
VAS
305
Vestmark Advisory Solutions
Massachusetts
$3.73M -$696K -7,410 -16%
SA
306
Sovran Advisors
California
$3.69M -$414K -4,464 -10%
KV
307
Kickstand Ventures
New York
$3.66M -$366K -3,893 -9%
RAM
308
Riggs Asset Management
Pennsylvania
$3.57M -$321K -3,418 -8%
ATS
309
Ashton Thomas Securities
New York
$3.54M +$94.8K +1,010 +3%
AWA
310
ARQ Wealth Advisors
Arizona
$3.51M +$3.51M +37,444 New
C1AG
311
Client 1st Advisory Group
Florida
$3.47M +$56.5K +602 +2%
IAA
312
Independent Advisor Alliance
North Carolina
$3.46M +$226K +2,412 +7%
MA
313
Mutual Advisors
Nebraska
$3.46M -$65.3K -701 -2%
SXL
314
Summit X LLC
Missouri
$3.38M -$2.36M -25,156 -41%
B
315
Bailard
California
$3.38M -$3.77M -40,203 -53%
PA
316
Parallel Advisors
California
$3.36M +$430K +4,581 +15%
TW
317
Trajan Wealth
Arizona
$3.33M -$278K -2,961 -8%
S
318
Sachetta
Massachusetts
$3.27M -$144K -1,529 -4%
CNC
319
Citizens & Northern Corp
Pennsylvania
$3.23M +$102K +1,090 +3%
PTC
320
Private Trust Company
Ohio
$3.22M +$295K +3,146 +10%
BLFG
321
Brian Low Financial Group
Louisiana
$3.13M +$3.13M +33,323 New
JIR
322
James Investment Research
Ohio
$3.13M -$452K -4,815 -13%
FHA
323
First Horizon Advisors
Tennessee
$3.12M +$245K +2,613 +9%
AWM
324
Apollon Wealth Management
South Carolina
$3.07M +$204K +2,174 +7%
TF
325
TME Financial
California
$3.03M +$692K +7,369 +30%
11 12
13
14 15