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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
MOS
601
MGO One Seven
Ohio
$554K +$49.5K +535 +10%
GM
602
GeoWealth Management
Illinois
$552K -$255K -2,759 -32%
CWM
603
Cahaba Wealth Management
Georgia
$552K +$3.88K +42 +0.7%
DSA
604
Droms Strauss Advisors
Missouri
$548K +$202K +2,188 +60%
O3W
605
Omni 360 Wealth
New Jersey
$543K +$25.4K +275 +5%
EAM
606
Empirical Asset Management
Massachusetts
$538K +$69.2K +748 +15%
USCWA
607
U.S. Capital Wealth Advisors
Texas
$537K -$3.24K -35 -0.6%
PJSIMP
608
P.J. Schmidt Investment Management (PJS)
Wisconsin
$532K +$146K +1,579 +39%
NA
609
Novus Advisors
South Carolina
$528K +$18.4K +199 +4%
PCM
610
Prelude Capital Management
New York
$525K +$518K +5,601 New
WAL
611
W Advisors LLC
Tennessee
$523K -$6.01K -65 -1%
ECM
612
Evergreen Capital Management
Washington
$522K
T
613
Transce3nd
Texas
$520K +$555 +6 +0.1%
LCGC
614
Legacy Capital Group California
California
$515K +$10.9K +118 +2%
MWA
615
Merkkuri Wealth Advisors
New York
$507K -$154K -1,665 -24%
TSS
616
Two Sigma Securities
New York
$505K +$498K +5,385 New
FWP
617
FAS Wealth Partners
Kansas
$498K -$15.5K -168 -3%
NG
618
Novem Group
New York
$497K +$307K +3,321 +168%
SP
619
Successful Portfolios
Florida
$496K +$1.48K +16 +0.3%
1WM
620
1900 Wealth Management
Texas
$494K -$24.9K -269 -5%
LJAC
621
L.J. Altfest & Co
New York
$487K -$9.41M -101,687 -95%
FEG
622
Financial Enhancement Group
Indiana
$485K -$9.9K -107 -2%
KP
623
Keel Point
Alabama
$473K +$15.4K +166 +3%
EWA
624
Evolution Wealth Advisors
Florida
$469K
AF
625
Advisornet Financial
Minnesota
$461K +$19.2K +208 +4%

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.