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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 %
MG
451
Mather Group
Illinois
$1.33M +$283K +3,010 +27%
GVAG
452
Great Valley Advisor Group
Delaware
$1.32M +$131K +1,398 +11%
RIS
453
Richmond Investment Services
Wisconsin
$1.32M +$1.32M +14,058 New
MWM
454
Maripau Wealth Management
Indiana
$1.32M -$767K -8,177 -37%
FCBT
455
First Citizens Bank & Trust
North Carolina
$1.31M +$8.73K +93 +0.7%
FTS
456
Fifth Third Securities
Ohio
$1.31M -$30.4K -324 -2%
CB
457
Cadence Bank
Mississippi
$1.31M +$574K +6,116 +78%
NP
458
NorthRock Partners
Minnesota
$1.3M +$87.7K +934 +7%
FHC
459
First Heartland Consultants
Missouri
$1.29M +$226K +2,404 +21%
JWCA
460
J.W. Cole Advisors
Florida
$1.29M +$156K +1,658 +14%
BAM
461
BOS Asset Management
Illinois
$1.28M +$28.1K +299 +2%
GWANC
462
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.28M -$45.6K -486 -3%
TWCA
463
Two West Capital Advisors
Kansas
$1.27M +$448K +4,806 +54%
TPCW
464
TD Private Client Wealth
New York
$1.27M +$595K +6,339 +89%
RFG
465
Range Financial Group
Oregon
$1.26M +$223K +2,370 +21%
AA
466
Alesco Advisors
New York
$1.25M – – –
MFG
467
Magnus Financial Group
New York
$1.24M -$73K -777 -6%
FWP
468
Firethorn Wealth Partners
Georgia
$1.24M -$85K -905 -6%
OPAM
469
Ocean Park Asset Management
California
$1.24M – – –
MHC
470
May Hill Capital
Massachusetts
$1.24M +$986K +10,502 +395%
GWP
471
Gen-Wealth Partners
Michigan
$1.22M +$109K +1,159 +10%
KPWS
472
Kestra Private Wealth Services
Texas
$1.21M -$857K -9,124 -41%
MC
473
Moors & Cabot
Massachusetts
$1.2M -$15.2K -162 -1%
JWCA
474
J.W. Coons Advisors
Ohio
$1.19M – – –
AWM
475
Alterna Wealth Management
Texas
$1.18M +$66.1K +704 +6%
17 18
19
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