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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 %
TC
426
Trilogy Capital
California
$1.54M -$56.3K -600 -4%
MW
427
Maia Wealth
Colorado
$1.54M -$218K -2,359 -12%
RF
428
RHS Financial
California
$1.53M -$393K -4,194 -20%
KOCAA
429
Knights of Columbus Asset Advisors
Connecticut
$1.51M +$1.51M +16,100 New
FNB
430
Farmers National Bank
Kentucky
$1.5M -$4.41K -47 -0.3%
GWP
431
Gateway Wealth Partners
Wisconsin
$1.5M -$152K -1,625 -9%
GIA
432
GHP Investment Advisors
Colorado
$1.49M -$69.9K -745 -4%
AW
433
Alteri Wealth
California
$1.49M +$267K +2,842 +22%
TPA
434
Trivium Point Advisory
Connecticut
$1.48M +$414K +4,415 +39%
SWM
435
Silverlake Wealth Management
Vermont
$1.47M -$49K -522 -3%
SWM
436
Spire Wealth Management
Virginia
$1.47M -$101K -1,078 -6%
TPWA
437
Twin Peaks Wealth Advisors
California
$1.46M -$358K -3,862 -20%
CWA
438
Clearview Wealth Advisors
Oregon
$1.46M -$306K -3,263 -17%
KG
439
Kilter Group
New York
$1.46M -$732K -7,809 -33%
MBT
440
Montecito Bank & Trust
California
$1.44M -$51.1K -545 -3%
LCG
441
Lakeshore Capital Group
Illinois
$1.42M +$1.42M +15,171 New
CAM
442
Concorde Asset Management
Michigan
$1.41M -$289K -3,115 -17%
ISFAN
443
Investor's Fiduciary Advisor Network
Washington
$1.39M -$1.03K -11 -0.1%
BPC
444
Banque Pictet & Cie
Switzerland
$1.37M +$43.1K +460 +3%
CB
445
Commerce Bank
Missouri
$1.35M +$398K +4,242 +42%
CFIA
446
Cantor Fitzgerald Investment Advisors
New York
$1.35M -$2.63K -28 -0.2%
Lido Advisors
447
Lido Advisors
California
$1.34M -$560K -5,973 -29%
WFS
448
WealthGarden F.S.
California
$1.34M -$31.7K -338 -2%
FTS
449
Fifth Third Securities
Ohio
$1.34M -$19.2K -205 -1%
AWA
450
Arete Wealth Advisors
Illinois
$1.33M +$15.2K +162 +1%
16 17
18
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