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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 %
IWS
301
Insight Wealth Strategies
California
$3.98M -$23.5M -250,661 -86%
SFP
302
Shepherd Financial Partners
Massachusetts
$3.91M +$3.91M +41,659 New
RAM
303
Riggs Asset Management
Pennsylvania
$3.88M -$374K -3,992 -9%
FFN
304
Focus Financial Network
Minnesota
$3.86M -$292K -3,117 -7%
ASN
305
Advisory Services Network
Georgia
$3.84M -$1.81M -19,341 -32%
ETC
306
Exchange Traded Concepts
Oklahoma
$3.77M +$947K +10,100 +34%
WP
307
WealthShield Partners
North Carolina
$3.71M -$265K -2,824 -7%
AR
308
Apeiron RIA
Texas
$3.71M +$49.5K +528 +1%
Wolverine Trading
309
Wolverine Trading
Illinois
$3.66M +$3.66M +39,039 New
SW
310
Simplicity Wealth
New Jersey
$3.65M +$3.65M +38,895 New
CWA
311
Centennial Wealth Advisory
Michigan
$3.62M +$837K +8,926 +30%
TW
312
Trajan Wealth
Arizona
$3.61M -$1.22M -12,963 -25%
JIR
313
James Investment Research
Ohio
$3.57M -$42.9K -457 -1%
MA
314
Mutual Advisors
Nebraska
$3.53M -$86.2K -924 -2%
MFA
315
Mayflower Financial Advisors
Massachusetts
$3.52M -$595K -6,347 -14%
ATS
316
Ashton Thomas Securities
New York
$3.44M -$764K -8,148 -18%
Susquehanna International Group
317
Susquehanna International Group
Pennsylvania
$3.43M +$3.43M +36,602 New
S
318
Sachetta
Massachusetts
$3.41M +$196K +2,090 +6%
C1AG
319
Client 1st Advisory Group
Florida
$3.41M -$205K -2,183 -6%
CAG
320
Csenge Advisory Group
Florida
$3.38M -$339K -3,671 -9%
CWM
321
Centurion Wealth Management
Virginia
$3.28M – – –
Jones Financial Companies
322
Jones Financial Companies
Missouri
$3.24M +$481K +5,133 +17%
IAA
323
Independent Advisor Alliance
North Carolina
$3.23M -$11M -117,141 -77%
CNC
324
Citizens & Northern Corp
Pennsylvania
$3.12M -$36.7K -391 -1%
IWM
325
IHT Wealth Management
Illinois
$3.09M -$216K -2,301 -7%
11 12
13
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