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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 %
WFA
676
WMG Financial Advisors
Tennessee
$323K -$22.9K -244 -7%
CAM
677
Clark Asset Management
New Hampshire
$322K -$15.8K -169 -5%
BWM
678
BCS Wealth Management
Tennessee
$321K – – –
WPWM
679
Windward Private Wealth Management
Kansas
$318K -$1.03K -11 -0.3%
BFG
680
Berger Financial Group
Minnesota
$315K +$22.3K +238 +8%
M
681
MATAURO
New York
$311K -$89.2K -951 -22%
CWM
682
Certus Wealth Management
California
$310K -$69.9K -758 -18%
CSB
683
City State Bank
Iowa
$310K – – –
Principal Financial Group
684
Principal Financial Group
Iowa
$310K +$1.41K +15 +0.5%
WT
685
Whittier Trust
California
$308K +$65.2K +695 +27%
LPT
686
Legacy Private Trust
Wisconsin
$308K – – –
SEIA
687
Signature Estate & Investment Advisors
California
$306K +$36.4K +388 +13%
HWM
688
HB Wealth Management
Georgia
$303K -$107K -1,143 -26%
WIA
689
Wealthedge Investment Advisors
New York
$301K -$173K -1,841 -36%
AIA
690
Angeles Investment Advisors
California
$300K – – –
IFS
691
Ifrah Financial Services
Arkansas
$296K +$8.53K +91 +3%
NL
692
NVWM LLC
Pennsylvania
$292K +$292K +3,112 New
NS
693
NBC Securities
Alabama
$290K +$290K +3,092 +103,067%
BCM
694
Beaumont Capital Management
Massachusetts
$287K -$1.69K -18 -0.6%
MSWMA
695
Market Street Wealth Management Advisors
Indiana
$286K -$34.8K -371 -11%
FCP
696
Fidelis Capital Partners
Florida
$284K -$295K -3,164 -51%
CA
697
Clearstead Advisors
Ohio
$283K +$33.6K +358 +13%
RFA
698
RTD Financial Advisors
Pennsylvania
$282K -$69.2K -738 -20%
BI
699
Bramshill Investments
Florida
$282K +$282K +3,003 New
ATC
700
Argent Trust Co
Tennessee
$281K -$10.8K -115 -4%
26 27
28
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