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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
FMI
676
F/M Investments
District of Columbia
$335K +$45.6K +493 +16%
VPF
677
Vantage Point Financial
Illinois
$334K +$57.8K +625 +21%
MIA
678
MMBG Investment Advisors
Florida
$333K
FA
679
Fiduciary Alliance
South Carolina
$331K +$327K +3,532 New
MAM
680
Madison Asset Management
Wisconsin
$330K
MMG
681
Monetary Management Group
Missouri
$328K
WFA
682
WMG Financial Advisors
Tennessee
$323K -$22.6K -244 -7%
CAM
683
Clark Asset Management
New Hampshire
$322K -$15.6K -169 -5%
BWM
684
BCS Wealth Management
Tennessee
$321K
WPWM
685
Windward Private Wealth Management
Kansas
$318K -$1.02K -11 -0.3%
BFG
686
Berger Financial Group
Minnesota
$315K +$22K +238 +8%
M
687
MATAURO
New York
$311K -$88K -951 -22%
CWM
688
Certus Wealth Management
California
$310K -$70.1K -758 -18%
CSB
689
City State Bank
Iowa
$310K
Principal Financial Group
690
Principal Financial Group
Iowa
$310K +$1.39K +15 +0.5%
WT
691
Whittier Trust
California
$308K +$64.3K +695 +27%
LPT
692
Legacy Private Trust
Wisconsin
$308K
SEIA
693
Signature Estate & Investment Advisors
California
$306K +$35.9K +388 +13%
HWM
694
HB Wealth Management
Georgia
$303K -$106K -1,143 -26%
WIA
695
Wealthedge Investment Advisors
New York
$301K -$170K -1,841 -36%
AIA
696
Angeles Investment Advisors
California
$300K
IFS
697
Ifrah Financial Services
Arkansas
$296K +$8.42K +91 +3%
NL
698
NVWM LLC
Pennsylvania
$292K +$288K +3,112 New
NS
699
NBC Securities
Alabama
$290K +$286K +3,092 +103,067%
BCM
700
Beaumont Capital Management
Massachusetts
$287K -$1.67K -18 -0.6%

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.