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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
TPWA
626
TRUE Private Wealth Advisors
Oregon
$458K -$464K -5,017 -51%
AFW
627
Avantra Family Wealth
Pennsylvania
$457K -$30K -324 -6%
AWM
628
Adams Wealth Management
Utah
$456K +$8.42K +91 +2%
CI
629
CacheTech Inc
Utah
$456K +$8.42K +91 +2%
DAS
630
Dynamic Advisor Solutions
Arizona
$455K -$95.1K -1,028 -17%
FPW
631
Fairvoy Private Wealth
Alabama
$454K -$18.2K -197 -4%
MA
632
MONECO Advisors
Connecticut
$453K +$48.6K +526 +12%
GWM
633
Greenwich Wealth Management
Connecticut
$452K +$446K +4,821 New
PFA
634
Pure Financial Advisors
California
$444K +$438K +4,731 New
KWA
635
Kingswood Wealth Advisors
California
$441K -$86.5K -935 -17%
EFG
636
Ehrlich Financial Group
California
$437K
CCG
637
Catalina Capital Group
California
$430K -$112K -1,206 -21%
OAP
638
One Advisory Partners
Kansas
$421K -$36.3K -392 -8%
PFA
639
Pinnacle Family Advisors
Missouri
$420K -$49.3K -533 -11%
CSPIA
640
Cary Street Partners Investment Advisory
Virginia
$416K -$1.57K -17 -0.4%
WFC
641
Western Financial Corp
California
$414K -$89.3K -966 -18%
WEG
642
World Equity Group
Illinois
$413K -$79K -854 -16%
BHPW
643
Beverly Hills Private Wealth
California
$408K -$44.8K -484 -10%
WCM
644
WealthTrak Capital Management
Virginia
$408K -$102K -1,106 -20%
VVP
645
Venture Visionary Partners
Ohio
$406K -$25.3K -274 -6%
FNBT
646
FineMark National Bank & Trust
Florida
$405K -$89.8K -971 -18%
AG
647
AmeriFlex Group
Nevada
$397K -$21.4K -231 -5%
FSA
648
Financial Sense Advisors
California
$392K -$4.44K -48 -1%
FA
649
Flagstar Advisors
New York
$389K +$35.5K +384 +10%
BFS
650
BridgePort Financial Solutions
Iowa
$388K -$5.92K -64 -2%

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.