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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 %
CPL
476
CAP Partners LLC
Tennessee
$1.14M -$39.8K -424 -3%
JWCA
477
J.W. Cole Advisors
Florida
$1.14M +$721K +7,687 +173%
GAM
478
Gotham Asset Management
New York
$1.13M +$403K +4,292 +55%
BP
479
BNP Paribas
France
$1.13M – – –
MCM
480
M1 Capital Management
Michigan
$1.12M -$274K -2,926 -20%
BIG
481
Brookwood Investment Group
Arizona
$1.12M +$1.12M +11,951 New
SPC
482
Sigma Planning Corp
Michigan
$1.12M -$119K -1,273 -10%
AWM
483
Alterna Wealth Management
Texas
$1.11M -$61.6K -657 -5%
GWP
484
Gen-Wealth Partners
Michigan
$1.11M +$36.8K +392 +3%
PIA
485
Perennial Investment Advisors
California
$1.1M +$9.66K +103 +0.9%
FPAS
486
Focus Partners Advisor Solutions
Missouri
$1.1M -$126K -1,343 -10%
WAM
487
Wolverine Asset Management
Illinois
$1.07M +$1.07M +11,401 New
FHC
488
First Heartland Consultants
Missouri
$1.07M -$371K -3,961 -26%
FT
489
Fiduciary Trust
Massachusetts
$1.05M +$34.8K +371 +3%
Invesco
490
Invesco
Georgia
$1.05M -$1.29M -13,769 -55%
SPAS
491
Spectrum Planning & Advisory Services
California
$1.05M -$2.5M -26,683 -71%
UB
492
UMB Bank
Missouri
$1.05M -$21.7K -231 -2%
MG
493
Mather Group
Illinois
$1.04M +$68.3K +728 +7%
RFG
494
Range Financial Group
Oregon
$1.04M +$10K +107 +1%
TWP
495
Tempus Wealth Planning
California
$1.03M -$94.5K -1,008 -8%
RFA
496
Resurgent Financial Advisors
Georgia
$1.01M -$115K -1,223 -10%
SWG
497
Summit Wealth Group
Vermont
$1M – – –
VPA
498
Vernal Point Advisors
California
$989K -$793K -8,455 -45%
VWM
499
Venturi Wealth Management
Texas
$989K -$398K -4,248 -29%
RA
500
RFG Advisory
Alabama
$986K -$709K -7,555 -42%
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