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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
MMA
26
Miracle Mile Advisors
California
$157M +$9.86M +106,588 +7%
OIA
27
OneDigital Investment Advisors
Kansas
$145M -$12.8M -138,135 -8%
DWM
28
Dynasty Wealth Management
Florida
$143M -$41.7M -450,410 -23%
QWP
29
Quotient Wealth Partners
Texas
$137M -$43M -464,792 -24%
BA
30
Bridgewater Associates
Connecticut
$136M +$1.19M +12,900 +0.9%
Raymond James Financial
31
Raymond James Financial
Florida
$133M +$15.1M +163,543 +13%
RWP
32
RWA Wealth Partners
Massachusetts
$133M -$91.4M -987,719 -41%
Bessemer Group
33
Bessemer Group
New Jersey
$131M +$52.4M +567,008 +68%
PAS
34
Park Avenue Securities
New York
$125M -$26.6M -288,045 -18%
MD
35
Money Design
Japan
$125M +$340K +3,671 +0.3%
UCFA
36
United Capital Financial Advisors
Texas
$124M -$15.7M -169,576 -11%
BTI
37
Blue Trust Inc
Georgia
$118M +$1.06M +11,412 +0.9%
HW
38
Hancock Whitney
Mississippi
$118M -$7.73M -83,535 -6%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$117M -$22.3M -241,002 -16%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$110M +$5.05M +54,646 +5%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$107M +$738K +7,974 +0.7%
MFG
42
Merit Financial Group
Georgia
$101M +$15.1M +163,246 +18%
UBS AM
43
UBS AM
Illinois
$98.7M +$97.4M +1,052,598 New
Asset Management One
44
Asset Management One
Japan
$93.6M +$3.76M +40,689 +4%
Jane Street
45
Jane Street
New York
$89.1M +$83.9M +907,328 +2,143%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$88.3M +$83M +896,932 +2,003%
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$87.5M +$42M +454,081 +87%
HCM
48
Hilton Capital Management
New York
$78M +$44.5M +481,631 +137%
AssetMark Inc
49
AssetMark Inc
California
$77.4M -$5.45M -58,901 -7%
Kovitz Investment Group Partners
50
Kovitz Investment Group Partners
Illinois
$71.9M -$3.01M -32,540 -4%

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.