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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
MSWMA
701
Market Street Wealth Management Advisors
Indiana
$286K -$34.3K -371 -11%
FCP
702
Fidelis Capital Partners
Florida
$284K -$293K -3,164 -51%
CA
703
Clearstead Advisors
Ohio
$283K +$33.1K +358 +13%
RFA
704
RTD Financial Advisors
Pennsylvania
$282K -$68.3K -738 -20%
BI
705
Bramshill Investments
Florida
$282K +$278K +3,003 New
ATC
706
Argent Trust Co
Tennessee
$281K -$10.6K -115 -4%
CWMK
707
Caliber Wealth Management (Kansas)
Kansas
$280K +$276K +2,984 New
CAM
708
Cidel Asset Management
Ontario, Canada
$277K +$273K +2,950 New
FCAM
709
First Citizens Asset Management
North Carolina
$275K -$9.06K -98 -3%
CWM
710
C2C Wealth Management
Arizona
$274K -$8.32K -90 -3%
Fifth Third Bancorp
711
Fifth Third Bancorp
Ohio
$273K +$119K +1,282 +79%
TNBTD
712
Trustmark National Bank Trust Department
Mississippi
$270K +$267K +2,883 New
GC
713
GatePass Capital
Ohio
$270K +$10.5K +114 +4%
MSAGDF
714
Moneda SA Administradora General de Fondos
Chile
$269K
HI
715
Horizon Investments
North Carolina
$269K +$105K +1,133 +64%
VA
716
Valmark Advisers
Ohio
$269K -$24.6K -266 -8%
MHB
717
Midwest Heritage Bank
Iowa
$269K -$75.9K -821 -22%
GFPC
718
Global Financial Private Client
Florida
$268K -$28.9K -313 -10%
EL
719
EQ LLC
Washington
$263K -$31.6K -342 -11%
CWM
720
Cornerstone Wealth Management
Missouri
$258K -$18.5K -200 -7%
AWM
721
Avior Wealth Management
Nebraska
$257K +$1.67K +18 +0.7%
PCM
722
Parsons Capital Management
Rhode Island
$257K -$52.6K -569 -17%
BW
723
Blalock Williams
Alabama
$252K -$44.1K -477 -15%
MHC
724
May Hill Capital
Massachusetts
$249K +$246K +2,658 New
PWMG
725
Pinnacle Wealth Management Group
Michigan
$244K -$217K -2,342 -47%

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.