MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
401
RHS Financial
California
$1.8M +$274K +2,914 +18%
RFN
402
RDA Financial Network
Iowa
$1.78M +$46.7K +497 +3%
MOS
403
MGO One Seven
Ohio
$1.76M +$1.21M +12,870 +218%
JWM
404
JGP Wealth Management
Oregon
$1.76M +$579K +6,162 +49%
LWA
405
Lifelong Wealth Advisors
Minnesota
$1.75M +$16.1K +172 +0.9%
MAM
406
MMA Asset Management
Pennsylvania
$1.74M +$1.74M +18,539 New
BRWA
407
B. Riley Wealth Advisors
Florida
$1.74M +$1.74M +18,532 New
FPAS
408
Focus Partners Advisor Solutions
Missouri
$1.73M +$627K +6,679 +57%
Pathstone Holdings
409
Pathstone Holdings
New Jersey
$1.72M -$543K -5,787 -24%
MFG
410
MidWestOne Financial Group
Iowa
$1.7M -$137K -1,456 -7%
KG
411
Kilter Group
New York
$1.68M +$222K +2,365 +15%
CIA
412
Capital Investment Advisors
Georgia
$1.66M +$28.7K +306 +2%
GWP
413
Gateway Wealth Partners
Wisconsin
$1.65M +$149K +1,586 +10%
WWM
414
Western Wealth Management
Colorado
$1.65M -$9.67K -103 -0.6%
AR
415
Advisory Research
Illinois
$1.64M – – –
WP
416
WealthPLAN Partners
Nebraska
$1.61M +$8.73K +93 +0.5%
VAG
417
VisionPoint Advisory Group
Texas
$1.6M +$1.6M +17,089 New
M&T Bank
418
M&T Bank
New York
$1.6M -$160K -1,702 -9%
PIWA
419
Prevail Innovative Wealth Advisors
Kansas
$1.6M +$1.6M +17,015 New
RIM
420
Redwood Investment Management
Arizona
$1.59M -$369K -3,926 -19%
MW
421
Maia Wealth
Colorado
$1.58M +$19.5K +208 +1%
AW
422
Alteri Wealth
California
$1.55M +$66.9K +712 +4%
TC
423
Trilogy Capital
California
$1.55M +$5.35K +57 +0.3%
OWP
424
ORG Wealth Partners
Texas
$1.55M -$10K -107 -0.6%
SF
425
Synovus Financial
Georgia
$1.54M -$86.5K -921 -5%
15 16
17
18 19