MBB icon

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 %
HPM
351
Hoxton Planning & Management
West Virginia
$2.43M -$459K -4,893 -16%
PPC
352
Park Place Capital
Alabama
$2.43M +$117K +1,248 +5%
CAM
353
Cresset Asset Management
Illinois
$2.43M +$32.3K +344 +1%
UF
354
Univest Financial
Pennsylvania
$2.42M +$349K +3,724 +17%
BWMG
355
Barnes Wealth Management Group
California
$2.41M +$7.32K +78 +0.3%
DFC
356
DB Fitzpatrick & Co
Idaho
$2.4M +$79.2K +845 +3%
CFD
357
Creative Financial Designs
Indiana
$2.39M +$223K +2,382 +10%
FA
358
Fermata Advisors
California
$2.38M +$1.16M +12,334 +95%
Brown Advisory
359
Brown Advisory
Maryland
$2.35M -$49.4K -527 -2%
TF
360
TME Financial
California
$2.34M -$274K -2,920 -10%
WTB
361
Washington Trust Bank
Washington
$2.33M – – –
AWA
362
Arkadios Wealth Advisors
Georgia
$2.33M +$128K +1,365 +6%
DLCIG
363
D.L. Carlson Investment Group
New Hampshire
$2.31M -$1.5K -16 -0.1%
DWM
364
DecisionMap Wealth Management
Virginia
$2.29M -$571K -6,087 -20%
RB
365
Renasant Bank
Mississippi
$2.28M +$253K +2,699 +12%
Pathstone Holdings
366
Pathstone Holdings
New Jersey
$2.26M -$2.39M -25,444 -51%
QPWM
367
Quadrant Private Wealth Management
Pennsylvania
$2.25M +$204K +2,171 +10%
ACA
368
Aptus Capital Advisors
Alabama
$2.25M -$292K -3,116 -12%
BBA
369
Braun-Bostich & Associates
Pennsylvania
$2.23M -$223K -2,376 -9%
VHAM
370
Van Hulzen Asset Management
California
$2.21M -$600K -6,398 -21%
MPW
371
MA Private Wealth
California
$2.18M +$108K +1,151 +5%
CCMG
372
Clark Capital Management Group
Pennsylvania
$2.14M +$2.14M +22,768 New
VCP
373
Verus Capital Partners
Arizona
$2.1M -$236K -2,520 -10%
MWM
374
Maripau Wealth Management
Indiana
$2.08M -$855K -9,112 -29%
BA
375
Bristlecone Advisors
Washington
$2.07M +$499K +5,320 +32%
13 14
15
16 17