MBB icon

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 %
HAS
751
HBW Advisory Services
California
$215K -$63.6K -678 -23%
SPWG
752
Syntegra Private Wealth Group
Missouri
$215K -$37.6K -401 -15%
KPWM
753
KDK Private Wealth Management
Texas
$214K +$93 +1 +0%
VCM
754
Virtue Capital Management
Tennessee
$214K +$214K +2,283 New
AAS
755
Ameritas Advisory Services
Nebraska
$214K -$17.7K -190 -8%
MCA
756
Magnolia Capital Advisors
Mississippi
$208K – – –
SIS
757
Sound Income Strategies
Florida
$208K +$14.3K +153 +7%
LSPW
758
Lake Street Private Wealth
Illinois
$207K -$4.22K -45 -2%
AWM
759
Accurate Wealth Management
Florida
$207K -$166K -1,811 -45%
SC
760
Savant Capital
Illinois
$206K +$206K +2,192 New
BWM
761
Bulltick Wealth Management
Florida
$204K +$204K +2,172 New
FWM
762
FLP Wealth Management
Arkansas
$203K -$28.2K -301 -12%
RFC
763
Regions Financial Corp
Alabama
$203K +$203K +2,166 New
UAG
764
United Advisor Group
Ohio
$202K -$153K -1,633 -43%
TA
765
TrueWealth Advisors
Alabama
$200K -$255K -2,715 -56%
SOS
766
Silver Oak Securities
Tennessee
$197K +$197K +2,100 New
RP
767
Rice Partnership
Hawaii
$183K -$36.5K -389 -17%
IBOK
768
Independence Bank of Kentucky
Kentucky
$179K -$6.94K -74 -4%
Deutsche Bank
769
Deutsche Bank
Germany
$179K – – –
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$168K +$1.22K +13 +0.7%
RWM
771
Rialto Wealth Management
New York
$165K +$25.3K +270 +18%
PWMG
772
Prestige Wealth Management Group
New Jersey
$164K – – –
RFS
773
Richardson Financial Services
Massachusetts
$161K -$31.4K -335 -16%
CT
774
Colonial Trust
South Carolina
$157K -$7.97K -85 -5%
PA
775
PSI Advisors
Florida
$155K -$37.5K -400 -19%
29 30
31
32 33