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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 %
MFG
401
MidWestOne Financial Group
Iowa
$1.84M -$27.2K -290 -1%
CIA
402
Concurrent Investment Advisors
Florida
$1.84M +$209K +2,229 +13%
BBHC
403
Brown Brothers Harriman & Co
New York
$1.83M +$12.8K +137 +0.7%
DWT
404
Dorsey & Whitney Trust
South Dakota
$1.79M +$218K +2,325 +14%
CFS
405
Coordinated Financial Services
Colorado
$1.76M +$36.8K +392 +2%
LSA
406
Lion Street Advisors
Texas
$1.76M +$54.7K +583 +3%
M&T Bank
407
M&T Bank
New York
$1.76M -$662K -7,054 -27%
NGA
408
Naples Global Advisors
Florida
$1.75M +$300K +3,199 +21%
RFN
409
RDA Financial Network
Iowa
$1.73M -$243K -2,591 -12%
LWA
410
Lifelong Wealth Advisors
Minnesota
$1.73M -$213K -2,267 -11%
SIM
411
Synergy Investment Management
Florida
$1.69M -$1.6M -17,063 -49%
CA
412
Claro Advisors
Massachusetts
$1.67M +$40.3K +430 +2%
BPW
413
Bingham Private Wealth
California
$1.67M +$24.4K +260 +1%
WWM
414
Western Wealth Management
Colorado
$1.66M -$51K -544 -3%
AR
415
Advisory Research
Illinois
$1.64M – – –
SF
416
Synovus Financial
Georgia
$1.63M +$84.9K +905 +6%
CIA
417
Capital Investment Advisors
Georgia
$1.63M -$35.7M -380,609 -96%
CB
418
Community Bank
New York
$1.62M +$39.9K +425 +3%
DG
419
DMC Group
Alabama
$1.62M -$248K -2,645 -13%
CFG
420
Cooper Financial Group
California
$1.6M +$290K +3,092 +22%
WP
421
WealthPLAN Partners
Nebraska
$1.6M -$165K -1,757 -9%
RW
422
Regimen Wealth
Georgia
$1.59M +$94 +1 +0%
KWM
423
Keebeck Wealth Management
Illinois
$1.57M +$263K +2,802 +20%
AWM
424
Axxcess Wealth Management
California
$1.57M -$318K -3,395 -17%
OWP
425
ORG Wealth Partners
Texas
$1.56M -$50.5K -538 -3%
15 16
17
18 19