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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
IBOK
776
Independence Bank of Kentucky
Kentucky
$179K -$6.84K -74 -4%
Deutsche Bank
777
Deutsche Bank
Germany
$179K
Kayne Anderson Rudnick Investment Management
778
Kayne Anderson Rudnick Investment Management
California
$168K +$1.2K +13 +0.7%
RWM
779
Rialto Wealth Management
New York
$165K +$25K +270 +18%
PWMG
780
Prestige Wealth Management Group
New Jersey
$164K
RFS
781
Richardson Financial Services
Massachusetts
$161K -$31K -335 -16%
CT
782
Caldwell Trust
Florida
$159K -$5.73K -62 -4%
CT
783
Colonial Trust
South Carolina
$157K -$7.86K -85 -5%
PA
784
PSI Advisors
Florida
$155K -$37K -400 -19%
FW
785
Fairway Wealth
Ohio
$147K
RCM
786
Raleigh Capital Management
North Carolina
$145K -$83.3K -901 -37%
S
787
SignatureFD
Georgia
$136K -$1.48K -16 -1%
T
788
Tidemark
California
$132K +$2.13K +23 +2%
CFB
789
Cullen/Frost Bankers
Texas
$123K +$30.4K +329 +33%
AWM
790
Abound Wealth Management
Tennessee
$115K +$113K +1,225 New
SS
791
SBI Securities
Japan
$114K +$1.48K +16 +1%
HCA
792
Harbor Capital Advisors
Illinois
$112K +$110K +1,189 New
WA
793
WPG Advisers
Maryland
$111K -$11.8K -128 -10%
AGWCA
794
Annis Gardner Whiting Capital Advisors
Florida
$95.2K +$93.9K +1,015 New
FFA
795
Founders Financial Alliance
North Carolina
$91K +$462 +5 +0.5%
CPG
796
Cornerstone Planning Group
New Jersey
$90.5K +$1.85K +20 +2%
CAWM
797
Capital A Wealth Management
Pennsylvania
$88.2K -$233K -2,514 -73%
AIM
798
Advyzon Investment Management
Illinois
$84K +$82.8K +895 New
WTC
799
WhitTier Trust Company
Nevada
$82.1K +$80.9K +875 New
CLOS
800
Compagnie Lombard Odier SCmA
Switzerland
$81.6K

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.