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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 %
FW
776
Fairway Wealth
Ohio
$147K – – –
RCM
777
Raleigh Capital Management
North Carolina
$145K -$84.5K -901 -37%
S
778
SignatureFD
Georgia
$136K -$1.5K -16 -1%
T
779
Tidemark
California
$132K +$2.16K +23 +2%
CFB
780
Cullen/Frost Bankers
Texas
$123K +$30.9K +329 +33%
AWM
781
Abound Wealth Management
Tennessee
$115K +$115K +1,225 New
SS
782
SBI Securities
Japan
$114K +$1.5K +16 +1%
HCA
783
Harbor Capital Advisors
Illinois
$112K +$112K +1,189 New
WA
784
WPG Advisers
Maryland
$111K -$12K -128 -10%
AGWCA
785
Annis Gardner Whiting Capital Advisors
Florida
$95.2K +$95.2K +1,015 New
FFA
786
Founders Financial Alliance
North Carolina
$91K +$469 +5 +0.5%
CPG
787
Cornerstone Planning Group
New Jersey
$90.5K +$1.85K +20 +2%
CAWM
788
Capital A Wealth Management
Pennsylvania
$88.2K -$236K -2,514 -73%
AIM
789
Advyzon Investment Management
Illinois
$84K +$84K +895 New
WTC
790
WhitTier Trust Company
Nevada
$82.1K +$82.1K +875 New
CLOS
791
Compagnie Lombard Odier SCmA
Switzerland
$81.6K – – –
VWWMG
792
Vermillion & White Wealth Management Group
Pennsylvania
$78.2K -$430K -4,588 -85%
ZBNA
793
Zions Bancorporation, National Association
Utah
$73.4K +$73.4K +783 New
YP
794
YANKCOM Partnership
South Dakota
$71.4K +$71.4K +761 New
BF
795
BOK Financial
Oklahoma
$70.7K -$54.8K -584 -44%
RF
796
Rossby Financial
Florida
$69.4K +$69.4K +744 New
WSFS
797
Wilmington Savings Fund Society
Delaware
$65.8K -$110K -1,178 -63%
National Bank of Canada
798
National Bank of Canada
Quebec, Canada
$65.5K +$65.5K +698 New
TSMHT
799
Thurston Springer Miller Herd & Titak
Indiana
$62.7K -$11.7K -125 -16%
FPB
800
First PREMIER Bank
South Dakota
$62K +$62K +665 New
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