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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 %
YWM
326
Yukon Wealth Management
Kansas
$3.03M +$3.03M +32,280 New
FA
327
Fedenia Advisers
Wisconsin
$3.03M -$457K -4,873 -13%
SCA
328
Snowden Capital Advisors
New York
$2.93M -$399K -4,251 -12%
PA
329
Parallel Advisors
California
$2.93M +$761K +8,111 +35%
PTC
330
Private Trust Company
Ohio
$2.92M -$364K -3,881 -11%
SWP
331
Stratos Wealth Partners
Ohio
$2.89M +$36.1K +385 +1%
SC
332
Sierra Capital
Florida
$2.88M -$56.9K -607 -2%
FHA
333
First Horizon Advisors
Tennessee
$2.87M -$503K -5,363 -15%
AWM
334
Apollon Wealth Management
South Carolina
$2.86M -$118K -1,253 -4%
QFA
335
Quattro Financial Advisors
Texas
$2.82M -$39.3K -419 -1%
JCM
336
Jacobi Capital Management
Pennsylvania
$2.75M +$175K +1,863 +7%
TWM
337
Tradition Wealth Management
Minnesota
$2.68M -$312K -3,324 -10%
EPW
338
Endeavor Private Wealth
Kansas
$2.66M +$593K +6,322 +29%
TW
339
TritonPoint Wealth
Maryland
$2.6M -$781K -8,323 -23%
TC
340
TownSquare Capital
Utah
$2.58M -$982K -10,472 -28%
HTC
341
Haverford Trust Company
Pennsylvania
$2.58M -$44.7K -477 -2%
MCC
342
Money Concepts Capital
Florida
$2.56M +$2.31M +24,609 +900%
Mitsubishi UFJ Asset Management
343
Mitsubishi UFJ Asset Management
Japan
$2.54M -$20.2M -215,900 -89%
DAS
344
Diversify Advisory Services
Utah
$2.51M -$466K -4,966 -16%
5W
345
5T Wealth
California
$2.51M -$306K -3,266 -11%
MLA
346
My Legacy Advisors
Oregon
$2.5M -$316K -3,372 -11%
AA
347
ArborFi Advisors
Michigan
$2.49M +$93.9K +1,001 +4%
OC
348
Oarsman Capital
Wisconsin
$2.48M -$656K -6,990 -21%
BFG
349
Buttonwood Financial Group
Missouri
$2.45M -$2.45M -26,639 -50%
HCP
350
Hexagon Capital Partners
Arkansas
$2.45M +$846K +9,017 +53%
12 13
14
15 16