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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
AI
751
Auour Investments
Massachusetts
$226K +$6.38K +69 +3%
OCM
752
Orleans Capital Management
Louisiana
$224K
NRC
753
New Republic Capital
North Carolina
$220K -$73.3K -792 -25%
KFG
754
Kelly Financial Group
Connecticut
$218K +$9.8K +106 +5%
PFWA
755
Paces Ferry Wealth Advisors
Georgia
$216K +$11K +119 +5%
HWP
756
Heritage Wealth Partners
Ohio
$216K +$213K +2,307 New
BW
757
BIP Wealth
Georgia
$216K -$36.2K -391 -15%
IP
758
Intellectus Partners
California
$216K
HAS
759
HBW Advisory Services
California
$215K -$62.7K -678 -23%
SPWG
760
Syntegra Private Wealth Group
Missouri
$215K -$37.1K -401 -15%
KPWM
761
KDK Private Wealth Management
Texas
$214K +$92 +1 +0%
VCM
762
Virtue Capital Management
Tennessee
$214K +$211K +2,283 New
AAS
763
Ameritas Advisory Services
Nebraska
$214K -$17.6K -190 -8%
MCA
764
Magnolia Capital Advisors
Mississippi
$208K
SIS
765
Sound Income Strategies
Florida
$208K +$14.2K +153 +7%
LSPW
766
Lake Street Private Wealth
Illinois
$207K -$4.16K -45 -2%
AWM
767
Accurate Wealth Management
Florida
$207K -$168K -1,811 -45%
SC
768
Savant Capital
Illinois
$206K +$203K +2,192 New
BWM
769
Bulltick Wealth Management
Florida
$204K +$201K +2,172 New
FWM
770
FLP Wealth Management
Arkansas
$203K -$27.8K -301 -12%
RFC
771
Regions Financial Corp
Alabama
$203K +$200K +2,166 New
UAG
772
United Advisor Group
Ohio
$202K -$151K -1,633 -43%
TA
773
TrueWealth Advisors
Alabama
$200K -$251K -2,715 -56%
SOS
774
Silver Oak Securities
Tennessee
$197K +$194K +2,100 New
RP
775
Rice Partnership
Hawaii
$183K -$36K -389 -17%

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.