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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
KV
301
Kickstand Ventures
New York
$4.02M +$25.7K +278 +0.7%
SA
302
Sunesis Advisors
Kansas
$3.99M +$370 +4 +0%
IWS
303
Insight Wealth Strategies
California
$3.98M -$23.2M -250,661 -86%
SFP
304
Shepherd Financial Partners
Massachusetts
$3.91M +$3.85M +41,659 New
RAM
305
Riggs Asset Management
Pennsylvania
$3.88M -$369K -3,992 -9%
FFN
306
Focus Financial Network
Minnesota
$3.86M -$288K -3,117 -7%
ASN
307
Advisory Services Network
Georgia
$3.84M -$1.79M -19,341 -32%
ETC
308
Exchange Traded Concepts
Oklahoma
$3.77M +$934K +10,100 +34%
WP
309
WealthShield Partners
North Carolina
$3.71M -$261K -2,824 -7%
AR
310
Apeiron RIA
Texas
$3.71M +$48.8K +528 +1%
Wolverine Trading
311
Wolverine Trading
Illinois
$3.66M +$3.61M +39,039 New
SW
312
Simplicity Wealth
New Jersey
$3.65M +$3.6M +38,895 New
CWA
313
Centennial Wealth Advisory
Michigan
$3.62M +$826K +8,926 +30%
TW
314
Trajan Wealth
Arizona
$3.61M -$1.2M -12,963 -25%
JIR
315
James Investment Research
Ohio
$3.57M -$42.3K -457 -1%
MA
316
Mutual Advisors
Nebraska
$3.53M -$85.5K -924 -2%
MFA
317
Mayflower Financial Advisors
Massachusetts
$3.52M -$587K -6,347 -14%
ATS
318
Ashton Thomas Securities
New York
$3.44M -$754K -8,148 -18%
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
$3.43M +$3.39M +36,602 New
S
320
Sachetta
Massachusetts
$3.41M +$193K +2,090 +6%
C1AG
321
Client 1st Advisory Group
Florida
$3.41M -$202K -2,183 -6%
CAG
322
Csenge Advisory Group
Florida
$3.38M -$340K -3,671 -9%
CWM
323
Centurion Wealth Management
Virginia
$3.28M
Jones Financial Companies
324
Jones Financial Companies
Missouri
$3.24M +$475K +5,133 +17%
IAA
325
Independent Advisor Alliance
North Carolina
$3.23M -$10.8M -117,141 -77%

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.