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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 %
CWMK
701
Caliber Wealth Management (Kansas)
Kansas
$280K +$280K +2,984 New
CAM
702
Cidel Asset Management
Ontario, Canada
$277K +$277K +2,950 New
FCAM
703
First Citizens Asset Management
North Carolina
$275K -$9.19K -98 -3%
CWM
704
C2C Wealth Management
Arizona
$274K -$8.44K -90 -3%
Fifth Third Bancorp
705
Fifth Third Bancorp
Ohio
$273K +$120K +1,282 +79%
TNBTD
706
Trustmark National Bank Trust Department
Mississippi
$270K +$270K +2,883 New
MSAGDF
707
Moneda SA Administradora General de Fondos
Chile
$269K – – –
HI
708
Horizon Investments
North Carolina
$269K +$106K +1,133 +64%
VA
709
Valmark Advisers
Ohio
$269K -$24.9K -266 -8%
MHB
710
Midwest Heritage Bank
Iowa
$269K -$77K -821 -22%
GFPC
711
Global Financial Private Client
Florida
$268K -$29.4K -313 -10%
EL
712
EQ LLC
Washington
$263K -$32.1K -342 -11%
CWM
713
Cornerstone Wealth Management
Missouri
$258K -$18.8K -200 -7%
AWM
714
Avior Wealth Management
Nebraska
$257K +$1.69K +18 +0.7%
PCM
715
Parsons Capital Management
Rhode Island
$257K -$53.4K -569 -17%
MHC
716
May Hill Capital
Massachusetts
$249K +$249K +2,658 New
PWMG
717
Pinnacle Wealth Management Group
Michigan
$244K -$220K -2,342 -47%
CIA
718
Cape Investment Advisory
Georgia
$243K +$80.8K +862 +50%
SWA
719
Stratos Wealth Advisors
Ohio
$242K -$13.2M -140,410 -98%
LA
720
LVW Advisors
New York
$242K -$6.85M -72,997 -97%
WA
721
Waverly Advisors
Alabama
$241K -$23.6K -252 -9%
HIM
722
Hillsdale Investment Management
Ontario, Canada
$239K +$239K +2,550 New
NFG
723
Nations Financial Group
Iowa
$238K – – –
TWA
724
Talisman Wealth Advisors
New Jersey
$238K -$39.1K -417 -14%
Empower Advisory Group
725
Empower Advisory Group
Colorado
$236K +$236K +2,514 New
27 28
29
30 31