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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
DADC
401
D.A. Davidson & Co
Montana
$1.85M -$260K -2,811 -12%
CCM
402
Crabel Capital Management
California
$1.85M +$1.82M +19,716 New
GSEP
403
Golden State Equity Partners
California
$1.84M +$667K +7,211 +58%
MFG
404
MidWestOne Financial Group
Iowa
$1.84M -$26.8K -290 -1%
CIA
405
Concurrent Investment Advisors
Florida
$1.84M +$206K +2,229 +13%
BBHC
406
Brown Brothers Harriman & Co
New York
$1.83M +$12.7K +137 +0.7%
DWT
407
Dorsey & Whitney Trust
South Dakota
$1.79M +$215K +2,325 +14%
CFS
408
Coordinated Financial Services
Colorado
$1.76M +$36.3K +392 +2%
LSA
409
Lion Street Advisors
Texas
$1.76M +$53.9K +583 +3%
M&T Bank
410
M&T Bank
New York
$1.76M -$652K -7,054 -27%
NGA
411
Naples Global Advisors
Florida
$1.75M +$296K +3,199 +21%
RFN
412
RDA Financial Network
Iowa
$1.73M -$240K -2,591 -12%
LWA
413
Lifelong Wealth Advisors
Minnesota
$1.73M -$210K -2,267 -11%
SIM
414
Synergy Investment Management
Florida
$1.69M -$1.58M -17,063 -49%
CA
415
Claro Advisors
Massachusetts
$1.67M +$39.8K +430 +2%
BPW
416
Bingham Private Wealth
California
$1.67M +$24K +260 +1%
WWM
417
Western Wealth Management
Colorado
$1.66M -$50.3K -544 -3%
AR
418
Advisory Research
Illinois
$1.64M
SF
419
Synovus Financial
Georgia
$1.63M +$83.7K +905 +6%
CIA
420
Capital Investment Advisors
Georgia
$1.63M -$35.2M -380,609 -96%
CB
421
Community Bank
New York
$1.62M +$39.3K +425 +3%
DG
422
DMC Group
Alabama
$1.62M -$245K -2,645 -13%
CFG
423
Cooper Financial Group
California
$1.6M +$286K +3,092 +22%
WP
424
WealthPLAN Partners
Nebraska
$1.6M -$163K -1,757 -9%
RW
425
Regimen Wealth
Georgia
$1.59M +$92 +1 +0%

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.