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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 %
M1FG
576
Mach-1 Financial Group
Arkansas
$619K +$619K +6,598 New
VA
577
VestGen Advisors
Illinois
$618K +$618K +6,585 New
BIA
578
Bell Investment Advisors
California
$616K +$26.3K +280 +4%
CBT
579
Central Bank & Trust
Kentucky
$614K +$130K +1,381 +27%
NFP
580
Narus Financial Partners
Utah
$612K +$22.2K +237 +4%
HFO
581
Heritage Family Offices
Arizona
$603K +$104K +1,107 +21%
RW
582
Rede Wealth
Virginia
$603K -$9.28K -99 -2%
SFS
583
Sowell Financial Services
Arkansas
$602K +$602K +6,418 New
PG
584
Patten Group
Tennessee
$601K +$303K +3,227 +101%
VFG
585
Victory Financial Group
Texas
$582K +$204K +2,173 +54%
NEAM
586
New England Asset Management
Connecticut
$581K – – –
MAFA
587
MJT & Associates Financial Advisory
Minnesota
$579K +$579K +6,169 New
QP
588
Quartz Partners
New York
$578K +$12.7K +135 +2%
IAIM
589
International Assets Investment Management
Florida
$577K -$123K -1,313 -18%
PCA
590
Pallas Capital Advisors
Massachusetts
$577K -$16.4M -174,863 -97%
ACM
591
Absolute Capital Management
Pennsylvania
$574K -$138K -1,467 -19%
CAAS
592
Capital Asset Advisory Services
Michigan
$571K -$442K -4,722 -44%
HKIMG
593
Hutchens & Kramer Investment Management Group
Indiana
$559K -$148K -1,575 -21%
HWM
594
Hobbs Wealth Management
Indiana
$558K -$191K -2,038 -26%
MOS
595
MGO One Seven
Ohio
$554K +$50.2K +535 +10%
GM
596
GeoWealth Management
Illinois
$552K -$259K -2,759 -32%
CWM
597
Cahaba Wealth Management
Georgia
$552K +$3.94K +42 +0.7%
DSA
598
Droms Strauss Advisors
Missouri
$548K +$205K +2,188 +60%
O3W
599
Omni 360 Wealth
New Jersey
$543K +$25.8K +275 +5%
EAM
600
Empirical Asset Management
Massachusetts
$538K +$70.1K +748 +15%
22 23
24
25 26