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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 %
EWA
501
EP Wealth Advisors
California
$979K -$778K -8,301 -44%
OFS
502
OneAscent Financial Services
Alabama
$974K +$52.3K +556 +6%
Tudor Investment Corp
503
Tudor Investment Corp
Connecticut
$971K +$971K +10,355 New
RFP
504
RCS Financial Planning
Maryland
$964K -$220K -2,351 -19%
CCFM
505
Clear Creek Financial Management
Washington
$957K -$103K -1,097 -10%
AQR Capital Management
506
AQR Capital Management
Connecticut
$950K +$97K +1,034 +11%
Point72 Asset Management
507
Point72 Asset Management
Connecticut
$938K – – –
VFPW
508
Vantage Financial Partners (Wisconsin)
Wisconsin
$934K -$165K -1,756 -15%
CP
509
Clarendon Private
Massachusetts
$933K -$1.22K -13 -0.1%
PB
510
Pinnacle Bancorp
Nebraska
$923K -$68.6K -731 -7%
PFG
511
Pacific Financial Group
Washington
$923K +$36.5K +389 +4%
LBC
512
Lowe Brockenbrough & Co
Virginia
$921K -$145K -1,545 -14%
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
$915K +$130K +1,382 +16%
SPI
514
Sutton Place Investors
New York
$908K -$187K -1,995 -17%
EFG
515
Elios Financial Group
Ohio
$900K +$2.53K +27 +0.3%
NI
516
Natural Investments
California
$899K +$18.4K +196 +2%
MHR
517
Matthew Hamilton Rosenberg
$895K +$123K +1,316 +16%
FA
518
FC Advisory
Pennsylvania
$890K -$1.22K -13 -0.1%
SWM
519
Seed Wealth Management
Illinois
$883K – – –
WPW
520
Watershed Private Wealth
Illinois
$874K -$1.58M -16,869 -64%
AWM
521
Aprio Wealth Management
Georgia
$865K +$865K +9,223 New
FIM
522
Freedom Investment Management
Connecticut
$857K +$263K +2,800 +44%
AIM
523
Acropolis Investment Management
Missouri
$856K -$92.4K -985 -10%
LA
524
LexAurum Advisors
Kansas
$845K -$18.7K -199 -2%
TI
525
Tidal Investments
Wisconsin
$823K -$394K -4,197 -32%
19 20
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