MBB icon

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 %
CFG
526
Carr Financial Group
Massachusetts
$817K +$174K +1,860 +27%
TWCA
527
Two West Capital Advisors
Kansas
$816K -$218K -2,372 -21%
KF
528
K2 Financial
California
$807K +$9.18K +100 +1%
FDW
529
Fourth Dimension Wealth
Ohio
$805K -$35K -373 -4%
SAI
530
Savvy Advisors Inc
New York
$799K +$571K +6,091 +251%
CA
531
CoreCap Advisors
Michigan
$794K +$385K +4,100 +94%
FWA
532
FSC Wealth Advisors
New York
$793K +$259K +2,762 +49%
UFA
533
US Financial Advisors
Massachusetts
$787K +$74.6K +795 +10%
SP
534
SWS Partners
Ohio
$782K -$90.5K -965 -10%
SF
535
Summit Financial
New Jersey
$780K +$123K +1,314 +19%
AAP
536
Arax Advisory Partners
Colorado
$773K -$122K -1,305 -14%
JSL
537
JT Stratford LLC
Georgia
$773K +$70.1K +748 +10%
SWP
538
Sagespring Wealth Partners
Tennessee
$762K -$57.9K -617 -7%
GIA
539
Gladstone Institutional Advisory
Florida
$760K -$8.72K -93 -1%
B
540
Barings
North Carolina
$760K – – –
LCWP
541
Legacy Capital Wealth Partners
Arkansas
$752K +$142K +1,515 +23%
WAP
542
Wealthcare Advisory Partners
Pennsylvania
$750K +$25.6K +273 +4%
AL
543
ADE LLC
Maryland
$744K +$9.28K +99 +1%
PCM
544
Presidio Capital Management
California
$741K +$19.2K +205 +3%
CB
545
Cadence Bank
Mississippi
$736K +$736K +7,844 New
PI
546
PFG Investments
New York
$732K +$1.97K +21 +0.3%
FCC
547
Florin Court Capital
United Kingdom
$731K -$506K -5,400 -41%
DPI
548
Diversified Portfolios Inc
Michigan
$724K -$215K -2,293 -23%
APC
549
Aspire Private Capital
North Carolina
$713K -$178K -1,897 -20%
NL
550
NWAM LLC
Washington
$709K -$180K -1,919 -20%
20 21
22
23 24