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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 %
CWP
551
Cyndeo Wealth Partners
Florida
$701K -$215K -2,296 -24%
SFG
552
Sovereign Financial Group
Connecticut
$700K -$248K -2,643 -26%
CAAM
553
Cornerstone Advisors Asset Management
Pennsylvania
$694K +$694K +7,396 New
1WA
554
180 Wealth Advisors
Washington
$693K -$72.3K -771 -9%
PFS
555
Prospera Financial Services
Texas
$691K -$139K -1,483 -17%
HIM
556
Hanlon Investment Management
New Jersey
$690K -$143K -1,520 -17%
MCA
557
MSH Capital Advisors
Arizona
$672K +$350K +3,728 +109%
AA
558
Armis Advisers
Georgia
$670K -$196K -2,088 -23%
TPCW
559
TD Private Client Wealth
New York
$670K +$173K +1,846 +35%
NCFG
560
New Century Financial Group
New Jersey
$669K -$1.12M -11,903 -63%
MGWM
561
Marks Group Wealth Management
Minnesota
$668K +$668K +7,124 New
CC
562
Cypress Capital
Tennessee
$659K -$15.8K -168 -2%
LA
563
Latitude Advisors
Florida
$659K +$12.1K +129 +2%
AC
564
Annandale Capital
Texas
$657K -$5.9K -63 -0.9%
BFA
565
Beacon Financial Advisory
Ohio
$655K -$68.2K -727 -9%
SI
566
Stephens Inc
Arkansas
$648K -$1.23M -13,162 -66%
RWS
567
Retirement Wealth Solutions
Wisconsin
$646K -$79.1K -843 -11%
CIAS
568
Capital Investment Advisory Services
North Carolina
$645K +$514K +5,481 +391%
TCA
569
Transcend Capital Advisors
New Jersey
$642K -$214K -2,277 -25%
NB
570
NBT Bank
New York
$638K -$154K -1,646 -19%
William Blair & Company
571
William Blair & Company
Illinois
$637K -$75.9K -809 -11%
DC
572
Davenport & Co
Virginia
$629K +$208K +2,223 +50%
TWM
573
Trinity Wealth Management
Pennsylvania
$628K -$125K -1,328 -17%
SFM
574
Signet Financial Management
New Jersey
$625K -$139K -1,478 -18%
IDBONY
575
Israel Discount Bank of New York
New York
$619K -$256K -2,725 -29%
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