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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
CNC
326
Citizens & Northern Corp
Pennsylvania
$3.12M -$36.2K -391 -1%
IWM
327
IHT Wealth Management
Illinois
$3.09M -$213K -2,301 -7%
YWM
328
Yukon Wealth Management
Kansas
$3.03M +$2.99M +32,280 New
FA
329
Fedenia Advisers
Wisconsin
$3.03M -$451K -4,873 -13%
SCA
330
Snowden Capital Advisors
New York
$2.93M -$393K -4,251 -12%
PA
331
Parallel Advisors
California
$2.93M +$750K +8,111 +35%
PTC
332
Private Trust Company
Ohio
$2.92M -$359K -3,881 -11%
SWP
333
Stratos Wealth Partners
Ohio
$2.89M +$35.6K +385 +1%
SC
334
Sierra Capital
Florida
$2.88M -$56.1K -607 -2%
FHA
335
First Horizon Advisors
Tennessee
$2.87M -$496K -5,363 -15%
AWM
336
Apollon Wealth Management
South Carolina
$2.86M -$116K -1,253 -4%
QFA
337
Quattro Financial Advisors
Texas
$2.82M -$38.8K -419 -1%
JCM
338
Jacobi Capital Management
Pennsylvania
$2.75M +$172K +1,863 +7%
IFG
339
Independent Financial Group
California
$2.72M +$2.22M +24,036 +480%
TWM
340
Tradition Wealth Management
Minnesota
$2.68M -$307K -3,324 -10%
EPW
341
Endeavor Private Wealth
Kansas
$2.66M +$585K +6,322 +29%
TW
342
TritonPoint Wealth
Maryland
$2.6M -$770K -8,323 -23%
TC
343
TownSquare Capital
Utah
$2.58M -$969K -10,472 -28%
HTC
344
Haverford Trust Company
Pennsylvania
$2.58M -$44.1K -477 -2%
MCC
345
Money Concepts Capital
Florida
$2.56M +$2.28M +24,609 +900%
Mitsubishi UFJ Asset Management
346
Mitsubishi UFJ Asset Management
Japan
$2.54M -$20M -215,900 -89%
DAS
347
Diversify Advisory Services
Utah
$2.51M -$459K -4,966 -16%
5W
348
5T Wealth
California
$2.51M -$302K -3,266 -11%
MLA
349
My Legacy Advisors
Oregon
$2.5M -$312K -3,372 -11%
AA
350
ArborFi Advisors
Michigan
$2.49M +$92.6K +1,001 +4%

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.