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iShares MBS ETF
MBB

Overview Fund Activity

914 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, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
96
Increased
399
Reduced
308
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
$2.25B
2
Barclays
Barclays
United Kingdom
$405M
3
Bank of America
Bank of America
North Carolina
$6.04B
4
Prudential Financial
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
Jane Street
New York
$0
4
UBS Group
UBS Group
Switzerland
$161M
5
HCM
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
751
Syntegra Private Wealth Group
Missouri
$214K -$469 -5 -0.2%
ARC
752
Advisor Resource Council
Texas
$211K -$6.43M -68,488 -97%
Squarepoint
753
Squarepoint
New York
$210K +$210K +2,235 New
LSPW
754
Lake Street Private Wealth
Illinois
$209K +$1.41K +15 +0.7%
BI
755
Bramshill Investments
Florida
$209K -$73.2K -780 -26%
MCA
756
Magnolia Capital Advisors
Mississippi
$209K – – –
TCWM
757
Total Clarity Wealth Management
Illinois
$207K +$207K +2,207 New
M
758
MATAURO
New York
$206K -$106K -1,125 -34%
IIC
759
Ironwood Investment Counsel
Arizona
$206K +$206K +2,189 New
CTA
760
Chesley Taft & Associates
Illinois
$203K -$26.3K -280 -11%
TA
761
TrueWealth Advisors
Alabama
$202K +$845 +9 +0.4%
GS
762
GWN Securities
Florida
$201K -$965K -10,159 -83%
LWANC
763
Laurel Wealth Advisors (North Carolina)
North Carolina
$200K +$198K +18,578 +9,289%
GBT
764
Grove Bank & Trust
Florida
$184K +$184K +1,961 New
RP
765
Rice Partnership
Hawaii
$183K – – –
IBOK
766
Independence Bank of Kentucky
Kentucky
$179K – – –
Deutsche Bank
767
Deutsche Bank
Germany
$179K – – –
NA
768
Nordwand Advisors
Pennsylvania
$173K +$173K +1,840 New
Kayne Anderson Rudnick Investment Management
769
Kayne Anderson Rudnick Investment Management
California
$170K +$1.78K +19 +1%
RWM
770
Rialto Wealth Management
New York
$165K +$376 +4 +0.2%
PWMG
771
Prestige Wealth Management Group
New Jersey
$164K – – –
CFB
772
Cullen/Frost Bankers
Texas
$153K +$29.9K +318 +24%
FC
773
Fairscale Capital
New Hampshire
$152K +$152K +1,635 New
CT
774
Colonial Trust
South Carolina
$151K -$6.01K -64 -4%
RCM
775
Raleigh Capital Management
North Carolina
$141K -$4.04K -43 -3%
29 30
31
32 33