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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 %
BIG
476
Bush Investment Group
Georgia
$1.16M +$13.2K +141 +1%
RSWM
477
Robertson Stephens Wealth Management
California
$1.15M -$28.4K -302 -2%
BCM
478
Beaumont Capital Management
Massachusetts
$1.15M +$863K +9,193 +300%
MCM
479
M1 Capital Management
Michigan
$1.14M +$16.7K +178 +1%
GAM
480
Gotham Asset Management
New York
$1.13M – – –
TWP
481
Tempus Wealth Planning
California
$1.13M +$96.8K +1,031 +9%
BP
482
BNP Paribas
France
$1.12M – – –
SPC
483
Sigma Planning Corp
Michigan
$1.12M +$2.54K +27 +0.2%
CPL
484
CAP Partners LLC
Tennessee
$1.12M -$26.3K -280 -2%
PI
485
PFG Investments
New York
$1.12M +$382K +4,071 +52%
CFG
486
Carter Financial Group
Illinois
$1.1M +$1.1M +11,712 New
UB
487
UMB Bank
Missouri
$1.09M +$41.2K +439 +4%
Invesco
488
Invesco
Georgia
$1.07M +$26.2K +279 +2%
TI
489
Tidal Investments
Wisconsin
$1.07M +$251K +2,681 +31%
ISFAN
490
Investor's Fiduciary Advisor Network
Washington
$1.03M -$367K -3,908 -26%
WFS
491
WealthGarden F.S.
California
$1.02M -$313K -3,366 -24%
SAM
492
Strategy Asset Managers
California
$1.01M -$1.04M -11,082 -51%
RFA
493
Resurgent Financial Advisors
Georgia
$1.01M -$1.5K -16 -0.1%
HIM
494
Hanlon Investment Management
New Jersey
$1M +$312K +3,324 +45%
PIA
495
Perennial Investment Advisors
California
$1M -$103K -1,096 -9%
RFP
496
RCS Financial Planning
Maryland
$999K +$33.9K +361 +4%
SWG
497
Summit Wealth Group
Vermont
$994K -$9.01K -96 -0.9%
VPA
498
Vernal Point Advisors
California
$990K – – –
FIM
499
Freedom Investment Management
Connecticut
$986K +$128K +1,367 +15%
VWM
500
Venturi Wealth Management
Texas
$985K -$5.16K -55 -0.5%
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