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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
William Blair & Company
576
William Blair & Company
Illinois
$637K -$74.8K -809 -11%
DC
577
Davenport & Co
Virginia
$629K +$206K +2,223 +50%
TWM
578
Trinity Wealth Management
Pennsylvania
$628K -$123K -1,328 -17%
SFM
579
Signet Financial Management
New Jersey
$625K -$137K -1,478 -18%
IDBONY
580
Israel Discount Bank of New York
New York
$619K -$252K -2,725 -29%
M1FG
581
Mach-1 Financial Group
Arkansas
$619K +$610K +6,598 New
VA
582
VestGen Advisors
Illinois
$618K +$609K +6,585 New
BIA
583
Bell Investment Advisors
California
$616K +$25.9K +280 +4%
CBT
584
Central Bank & Trust
Kentucky
$614K +$128K +1,381 +27%
NFP
585
Narus Financial Partners
Utah
$612K +$21.9K +237 +4%
HFO
586
Heritage Family Offices
Arizona
$603K +$102K +1,107 +21%
RW
587
Rede Wealth
Virginia
$603K -$9.16K -99 -2%
SFS
588
Sowell Financial Services
Arkansas
$602K +$594K +6,418 New
PG
589
Patten Group
Tennessee
$601K +$298K +3,227 +101%
BFG
590
Birch Financial Group
New Hampshire
$594K +$336K +3,637 +135%
VFG
591
Victory Financial Group
Texas
$582K +$201K +2,173 +54%
NEAM
592
New England Asset Management
Connecticut
$581K
MAFA
593
MJT & Associates Financial Advisory
Minnesota
$579K +$571K +6,169 New
QP
594
Quartz Partners
New York
$578K +$12.5K +135 +2%
IAIM
595
International Assets Investment Management
Florida
$577K -$121K -1,313 -18%
PCA
596
Pallas Capital Advisors
Massachusetts
$577K -$16.2M -174,863 -97%
ACM
597
Absolute Capital Management
Pennsylvania
$574K -$136K -1,467 -19%
CAAS
598
Capital Asset Advisory Services
Michigan
$571K -$437K -4,722 -44%
HKIMG
599
Hutchens & Kramer Investment Management Group
Indiana
$559K -$146K -1,575 -21%
HWM
600
Hobbs Wealth Management
Indiana
$558K -$188K -2,038 -26%

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.