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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
FFL
651
Financial Freedom LLC
Ohio
$386K +$2.68K +29 +0.7%
FF
652
Friedenthal Financial
New Jersey
$384K -$83.6K -904 -18%
SG
653
StoneX Group
New York
$379K +$24.5K +265 +7%
IPWA
654
International Private Wealth Advisors
California
$376K -$92 -1 -0%
GSWM
655
Golden State Wealth Management
California
$375K +$130K +1,410 +55%
AA
656
Advisory Alpha
Michigan
$374K -$177K -1,917 -32%
AP
657
Americana Partners
Texas
$372K -$33.3K -360 -8%
CF
658
Centaurus Financial
California
$369K -$10.5K -113 -3%
AFP
659
Ausdal Financial Partners
Iowa
$369K +$99.2K +1,072 +37%
CWM
660
CIBC World Markets
New York
$365K -$2.5K -27 -0.7%
CMMS
661
Comprehensive Money Management Services
Florida
$364K +$34K +368 +10%
FCI
662
Financial Counselors Inc
Kansas
$359K +$2.59K +28 +0.7%
KAS
663
KPP Advisory Services
Kentucky
$355K +$27.3K +295 +8%
LWM
664
LongView Wealth Management
Georgia
$355K +$30.2K +327 +9%
ECA
665
Elevated Capital Advisors
Utah
$354K -$16.5K -178 -5%
PA
666
PFG Advisors
Arizona
$353K -$213K -2,306 -38%
CA
667
Continuum Advisory
Idaho
$352K +$21.6K +233 +7%
JIP
668
Jaffetilchin Investment Partners
Florida
$351K +$18K +195 +5%
IWA
669
IVC Wealth Advisors
Pennsylvania
$345K -$15.8K -171 -4%
CA
670
Calton & Associates
Florida
$344K +$340K +3,671 New
HOWA
671
Heritage Oak Wealth Advisors
Florida
$341K -$32.3K -349 -9%
PBF
672
Petix & Botte Financial
California
$340K +$6.38K +69 +2%
FFS
673
Founders Financial Securities
Maryland
$340K +$336K +3,633 New
MA
674
MKT Advisors
California
$337K -$146K -1,576 -30%
EGA
675
Eagle Global Advisors
Texas
$337K -$11.1K -120 -3%

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.