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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 %
BFA
551
Beacon Financial Advisory
Ohio
$714K +$57.7K +615 +9%
NCFG
552
New Century Financial Group
New Jersey
$709K +$38.8K +413 +6%
USCWA
553
U.S. Capital Wealth Advisors
Texas
$699K +$161K +1,720 +30%
CIAS
554
Capital Investment Advisory Services
North Carolina
$696K +$49.9K +531 +8%
SFG
555
Sovereign Financial Group
Connecticut
$694K -$7.42K -79 -1%
DC
556
Davenport & Co
Virginia
$688K +$57.7K +614 +9%
PCM
557
Presidio Capital Management
California
$686K -$55.7K -593 -8%
NS
558
NBC Securities
Alabama
$685K +$394K +4,203 +136%
NI
559
Natural Investments
California
$682K -$218K -2,322 -24%
LCWP
560
Legacy Capital Wealth Partners
Arkansas
$681K -$71.9K -766 -10%
AQR Capital Management
561
AQR Capital Management
Connecticut
$674K -$278K -2,959 -29%
CA
562
Claro Advisors
Massachusetts
$669K -$1.01M -10,727 -60%
RB
563
Renasant Bank
Mississippi
$667K -$1.62M -17,239 -71%
AWM
564
Aprio Wealth Management
Georgia
$666K -$200K -2,127 -23%
UAG
565
United Advisor Group
Ohio
$666K +$464K +4,940 +229%
1WA
566
180 Wealth Advisors
Washington
$664K -$29.4K -313 -4%
CA
567
CoreCap Advisors
Michigan
$658K -$137K -1,456 -17%
AC
568
Annandale Capital
Texas
$658K – – –
CC
569
Cypress Capital
Tennessee
$653K -$6.67K -71 -1%
SI
570
Stephens Inc
Arkansas
$651K +$1.31K +14 +0.2%
DSA
571
Droms Strauss Advisors
Missouri
$650K +$101K +1,079 +18%
TCA
572
Transcend Capital Advisors
New Jersey
$646K +$3.57K +38 +0.6%
TWM
573
Trinity Wealth Management
Pennsylvania
$643K +$14.6K +156 +2%
NB
574
NBT Bank
New York
$639K – – –
SFM
575
Signet Financial Management
New Jersey
$638K +$11.8K +126 +2%
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