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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 %
MA
626
MONECO Advisors
Connecticut
$453K +$49.3K +526 +12%
GWM
627
Greenwich Wealth Management
Connecticut
$452K +$452K +4,821 New
PFA
628
Pure Financial Advisors
California
$444K +$444K +4,731 New
KWA
629
Kingswood Wealth Advisors
California
$441K -$87.7K -935 -17%
EFG
630
Ehrlich Financial Group
California
$437K – – –
CCG
631
Catalina Capital Group
California
$430K -$113K -1,206 -21%
OAP
632
One Advisory Partners
Kansas
$421K -$36.8K -392 -8%
PFA
633
Pinnacle Family Advisors
Missouri
$420K -$50K -533 -11%
CSPIA
634
Cary Street Partners Investment Advisory
Virginia
$416K -$1.59K -17 -0.4%
WFC
635
Western Financial Corp
California
$414K -$90.6K -966 -18%
WEG
636
World Equity Group
Illinois
$413K -$80.1K -854 -16%
BHPW
637
Beverly Hills Private Wealth
California
$408K -$45.4K -484 -10%
WCM
638
WealthTrak Capital Management
Virginia
$408K -$104K -1,106 -20%
VVP
639
Venture Visionary Partners
Ohio
$406K -$25.7K -274 -6%
FNBT
640
FineMark National Bank & Trust
Florida
$405K -$91.1K -971 -18%
AG
641
AmeriFlex Group
Nevada
$397K -$21.7K -231 -5%
FSA
642
Financial Sense Advisors
California
$392K -$4.5K -48 -1%
FA
643
Flagstar Advisors
New York
$389K +$36K +384 +10%
BFS
644
BridgePort Financial Solutions
Iowa
$388K -$6K -64 -2%
FFL
645
Financial Freedom LLC
Ohio
$386K +$2.72K +29 +0.7%
FF
646
Friedenthal Financial
New Jersey
$384K -$84.8K -904 -18%
SG
647
StoneX Group
New York
$379K +$24.9K +265 +7%
IPWA
648
International Private Wealth Advisors
California
$376K -$94 -1 -0%
GSWM
649
Golden State Wealth Management
California
$375K +$132K +1,410 +55%
AA
650
Advisory Alpha
Michigan
$374K -$180K -1,917 -32%
24 25
26
27 28