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iShares MBS ETF

931 hedge funds and large institutions have $32B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 325 increasing their positions, 404 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,218% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $4.38M

47% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 74

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

1% more funds holding

Funds holding: 922931 (+9)

4% less capital invested

Capital invested by funds: $33.4B → $32B (-$1.43B)

5.12% less ownership

Funds ownership: 91.82%86.69% (-5.1%)

20% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 404

Holders
931
Holders Change
+9
Holders Change %
+0.98%
% of All Funds
12.48%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
0.91%
New
109
Increased
325
Reduced
404
Closed
74
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
551
PFG Investments
New York
$732K +$1.94K +21 +0.3%
FCC
552
Florin Court Capital
United Kingdom
$731K -$499K -5,400 -41%
DPI
553
Diversified Portfolios Inc
Michigan
$724K -$212K -2,293 -23%
APC
554
Aspire Private Capital
North Carolina
$713K -$175K -1,897 -20%
NL
555
NWAM LLC
Washington
$709K -$177K -1,919 -20%
CWP
556
Cyndeo Wealth Partners
Florida
$701K -$212K -2,296 -24%
SFG
557
Sovereign Financial Group
Connecticut
$700K -$244K -2,643 -26%
CAAM
558
Cornerstone Advisors Asset Management
Pennsylvania
$694K +$684K +7,396 New
1WA
559
180 Wealth Advisors
Washington
$693K -$71.3K -771 -9%
PFS
560
Prospera Financial Services
Texas
$691K -$137K -1,483 -17%
HIM
561
Hanlon Investment Management
New Jersey
$690K -$141K -1,520 -17%
MCA
562
MSH Capital Advisors
Arizona
$672K +$345K +3,728 +109%
AA
563
Armis Advisers
Georgia
$670K -$193K -2,088 -23%
TPCW
564
TD Private Client Wealth
New York
$670K +$171K +1,846 +35%
NCFG
565
New Century Financial Group
New Jersey
$669K -$1.1M -11,903 -63%
MGWM
566
Marks Group Wealth Management
Minnesota
$668K +$659K +7,124 New
CC
567
Cypress Capital
Tennessee
$659K -$15.5K -168 -2%
LA
568
Latitude Advisors
Florida
$659K +$11.9K +129 +2%
AC
569
Annandale Capital
Texas
$657K -$5.83K -63 -0.9%
BFA
570
Beacon Financial Advisory
Ohio
$655K -$67.2K -727 -9%
SI
571
Stephens Inc
Arkansas
$648K -$1.22M -13,162 -66%
RWS
572
Retirement Wealth Solutions
Wisconsin
$646K -$78K -843 -11%
CIAS
573
Capital Investment Advisory Services
North Carolina
$645K +$507K +5,481 +391%
TCA
574
Transcend Capital Advisors
New Jersey
$642K -$211K -2,277 -25%
NB
575
NBT Bank
New York
$638K -$152K -1,646 -19%

MBB Hedge Fund Activity: Q1 2025 in Review

931 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q1 2025, worth a combined $32B — down 4.3% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new MBB positions and 74 closed out — a net gain of 35 holders — while 325 added to existing stakes and 404 trimmed.

The largest buyer was RenaissanceRe Holdings, opening a new position worth an estimated $264M. The largest seller was Bank of America, cutting an estimated $1.24B.

  • 931 institutional investors held iShares MBS ETF (MBB) as of Q1 2025, up from 922 in Q4 2024.
  • Funds reported $32B of iShares MBS ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
  • 109 funds opened new iShares MBS ETF positions in Q1 2025 and 74 closed out, a net change of +35 holders.
  • The largest iShares MBS ETF buyer in Q1 2025 was RenaissanceRe Holdings, an estimated $264M added.
  • The largest iShares MBS ETF seller in Q1 2025 was Bank of America, an estimated $1.24B sold.

Based on aggregated 13F filings for Q1 2025.