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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 %
VA
726
Vident Advisory
Georgia
$235K – – –
FEM
727
Fulcrum Equity Management
Texas
$235K -$88.3K -941 -27%
RCS
728
Retirement Capital Strategies
California
$235K +$235K +2,504 New
ESB
729
Essex Savings Bank
Connecticut
$233K +$233K +2,489 New
GFP
730
Gryphon Financial Partners
Ohio
$233K +$233K +2,487 New
EBT
731
Enterprise Bank & Trust
Massachusetts
$233K – – –
LFG
732
Larson Financial Group
Missouri
$232K -$196K -2,088 -46%
DI
733
Disciplined Investors
Texas
$232K -$1.78K -19 -0.8%
CWM
734
Connecticut Wealth Management
Connecticut
$231K +$231K +2,465 New
PRS
735
Pinkerton Retirement Specialists
Idaho
$231K +$231K +2,461 New
YIM
736
Yoffe Investment Management
Pennsylvania
$231K – – –
CTA
737
Chesley Taft & Associates
Illinois
$229K -$54.4K -580 -19%
EWA
738
Exencial Wealth Advisors
Oklahoma
$229K -$12.3K -131 -5%
WHG
739
Westwood Holdings Group
Texas
$228K -$1.78K -19 -0.8%
BCG
740
Breakwater Capital Group
New Jersey
$228K -$40.5K -432 -15%
AC
741
ASB Consultores
Florida
$227K +$227K +2,423 New
IP
742
Ignite Planners
California
$227K -$3.17K -34 -1%
AI
743
Auour Investments
Massachusetts
$226K +$6.47K +69 +3%
OCM
744
Orleans Capital Management
Louisiana
$224K – – –
NRC
745
New Republic Capital
North Carolina
$220K -$74.3K -792 -25%
KFG
746
Kelly Financial Group
Connecticut
$218K +$9.94K +106 +5%
PFWA
747
Paces Ferry Wealth Advisors
Georgia
$216K +$11.2K +119 +5%
HWP
748
Heritage Wealth Partners
Ohio
$216K +$216K +2,307 New
BW
749
BIP Wealth
Georgia
$216K -$36.7K -391 -15%
IP
750
Intellectus Partners
California
$216K – – –
28 29
30
31 32