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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 %
S
776
SignatureFD
Georgia
$139K +$3K +32 +2%
SIS
777
Sound Income Strategies
Florida
$131K -$76.9K -819 -37%
T
778
Tidemark
California
$130K -$2.16K -23 -2%
WA
779
WPG Advisers
Maryland
$129K +$18.1K +193 +16%
SS
780
Sunbelt Securities
Texas
$129K +$71.5K +780 +124%
HCA
781
Harbor Capital Advisors
Illinois
$120K +$8.62K +92 +8%
FFA
782
Founders Financial Alliance
North Carolina
$116K +$25.1K +267 +27%
SS
783
SBI Securities
Japan
$115K +$939 +10 +0.8%
NRC
784
New Republic Capital
North Carolina
$108K -$112K -1,194 -51%
AGWCA
785
Annis Gardner Whiting Capital Advisors
Florida
$107K +$11.6K +124 +12%
KGP
786
Keystone Global Partners
Colorado
$103K +$57.9K +616 +129%
BAM
787
Bellevue Asset Management
Washington
$102K +$98.2K +1,046 +2,753%
BIG
788
Brooklyn Investment Group
New York
$101K +$101K +1,072 New
FIM
789
FWL Investment Management
Texas
$98.2K +$97.2K +1,035 +9,409%
RFS
790
Richardson Financial Services
Massachusetts
$92.6K -$67.8K -725 -42%
Loomis, Sayles & Company
791
Loomis, Sayles & Company
Massachusetts
$89.5K +$89.5K +953 New
SWA
792
SOA Wealth Advisors
New York
$83.8K +$83.8K +893 New
VWWMG
793
Vermillion & White Wealth Management Group
Pennsylvania
$78.3K – – –
TF
794
Tompkins Financial
New York
$74.6K +$44.6K +475 +148%
RF
795
Rossby Financial
Florida
$73.9K +$4.04K +43 +6%
ZBNA
796
Zions Bancorporation, National Association
Utah
$73.5K – – –
YP
797
YANKCOM Partnership
South Dakota
$71.5K – – –
CPG
798
Cornerstone Planning Group
New Jersey
$69K -$22.9K -244 -25%
FPB
799
First PREMIER Bank
South Dakota
$69K +$6.91K +74 +11%
CTC
800
Central Trust Company
Missouri
$68.2K +$15.6K +166 +30%
30 31
32
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