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iShares MBS ETF
MBB

Overview Fund Activity

915 hedge funds and large institutions have $34.4B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 399 increasing their positions, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
676
WMG Financial Advisors
Tennessee
$323K -$1.13K -12 -0.3%
CAM
677
Clark Asset Management
New Hampshire
$322K – – –
AFW
678
Avantra Family Wealth
Pennsylvania
$317K -$140K -1,492 -31%
HIM
679
Hillsdale Investment Management
Ontario, Canada
$316K +$77K +820 +32%
CWM
680
Certus Wealth Management
California
$316K -$188 -2 -0.1%
MT
681
Midwest Trust
Kansas
$316K +$316K +3,364 New
CA
682
Continuum Advisory
Idaho
$315K -$37.5K -399 -11%
Principal Financial Group
683
Principal Financial Group
Iowa
$311K +$282 +3 +0.1%
Fifth Third Bancorp
684
Fifth Third Bancorp
Ohio
$311K +$37.3K +397 +14%
CSB
685
City State Bank
Iowa
$310K – – –
WPWM
686
Windward Private Wealth Management
Kansas
$310K -$7.98K -85 -3%
WT
687
Whittier Trust
California
$309K – – –
LPT
688
Legacy Private Trust
Wisconsin
$308K – – –
BWM
689
BCS Wealth Management
Tennessee
$308K -$13.2K -141 -4%
LBWM
690
Left Brain Wealth Management
Illinois
$306K +$306K +3,262 New
MGIA
691
Moneta Group Investment Advisors
Missouri
$303K +$303K +3,225 New
AIA
692
Angeles Investment Advisors
California
$300K – – –
CA
693
Clearstead Advisors
Ohio
$300K +$16.2K +173 +6%
HKIMG
694
Hutchens & Kramer Investment Management Group
Indiana
$300K -$257K -2,749 -46%
HOWA
695
Heritage Oak Wealth Advisors
Florida
$296K -$44.9K -478 -13%
CIA
696
Cape Investment Advisory
Georgia
$296K +$51.9K +553 +21%
LJAC
697
L.J. Altfest & Co
New York
$292K -$196K -2,085 -40%
IFS
698
Ifrah Financial Services
Arkansas
$289K -$8.26K -88 -3%
MSWMA
699
Market Street Wealth Management Advisors
Indiana
$286K – – –
IP
700
Ignite Planners
California
$286K +$59.2K +638 +26%
26 27
28
29 30