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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 %
FWP
451
Firethorn Wealth Partners
Georgia
$1.32M -$372K -3,962 -22%
GWANC
452
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.32M -$44.5K -475 -3%
PP
453
Patten & Patten
Tennessee
$1.31M +$143K +1,530 +12%
OC
454
Oppenheimer & Co
New York
$1.31M -$30.1K -321 -2%
MFG
455
Magnus Financial Group
New York
$1.31M -$75.4K -804 -5%
FCBT
456
First Citizens Bank & Trust
North Carolina
$1.3M +$138K +1,475 +12%
Prudential Financial
457
Prudential Financial
New Jersey
$1.29M -$4.05M -43,154 -76%
OAS
458
Optivise Advisory Services
Tennessee
$1.29M -$80.1K -854 -6%
LIA
459
LifePlan Investment Advisors
North Carolina
$1.29M +$151K +1,607 +13%
FW
460
FullCircle Wealth
Texas
$1.27M -$148K -1,581 -10%
BAM
461
BOS Asset Management
Illinois
$1.25M -$151K -1,611 -11%
AA
462
Alesco Advisors
New York
$1.25M +$535K +5,705 +75%
OPAM
463
Ocean Park Asset Management
California
$1.24M +$1.24M +13,189 New
WS
464
Wedbush Securities
California
$1.21M -$6.85K -73 -0.6%
NP
465
NorthRock Partners
Minnesota
$1.21M +$66.3K +707 +6%
MC
466
Moors & Cabot
Massachusetts
$1.21M +$86.3K +920 +8%
GVAG
467
Great Valley Advisor Group
Delaware
$1.19M +$1.31K +14 +0.1%
JWCA
468
J.W. Coons Advisors
Ohio
$1.18M – – –
RSWM
469
Robertson Stephens Wealth Management
California
$1.18M -$644K -6,866 -35%
JWM
470
JGP Wealth Management
Oregon
$1.18M +$91.3K +974 +8%
LRWM
471
Lord & Richards Wealth Management
Colorado
$1.18M +$138K +1,473 +13%
HSBC Holdings
472
HSBC Holdings
United Kingdom
$1.16M +$151K +1,613 +15%
DE
473
Diversified Enterprises
Delaware
$1.15M +$109K +1,166 +11%
GS
474
GWN Securities
Florida
$1.15M -$121K -1,291 -10%
BIG
475
Bush Investment Group
Georgia
$1.14M -$133K -1,415 -10%
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