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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 %
WSFS
801
Wilmington Savings Fund Society
Delaware
$65.9K – – –
TSMHT
802
Thurston Springer Miller Herd & Titak
Indiana
$62.8K – – –
AWM
803
AllSquare Wealth Management
New York
$61.6K – – –
CAM
804
Creekmur Asset Management
Illinois
$58.3K +$10.3K +110 +22%
FGC
805
Financial Gravity Companies
Texas
$57.5K +$57.5K +612 New
ADL
806
Asset Dedication LLC
California
$57.5K +$57.5K +612 New
RFG
807
REAP Financial Group
Texas
$55.2K – – –
WTC
808
WhitTier Trust Company
Nevada
$54.7K -$27.4K -292 -33%
AT
809
Arlington Trust
Alabama
$53.5K – – –
TPCM
810
Templeton & Phillips Capital Management
Tennessee
$51.9K – – –
MSWA
811
Marshall & Sterling Wealth Advisors
New York
$51.1K +$2.54K +27 +5%
WTFG
812
Wood Tarver Financial Group
Idaho
$50K -$2.41K -26 -5%
GC
813
Garde Capital
Washington
$43.2K – – –
BCMLT
814
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.2K +$11.3K +120 +35%
PFM
815
Phillips Financial Management
Indiana
$42.3K – – –
KFI
816
Key Financial Inc
Pennsylvania
$40.7K – – –
EWM
817
Evolution Wealth Management
Florida
$39.4K +$39.4K +420 New
MWM
818
MorganRosel Wealth Management
Colorado
$38.4K – – –
TIM
819
Thompson Investment Management
Wisconsin
$37.1K – – –
C
820
Covestor
United Kingdom
$37K +$37K +396 New
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$36.4K +$27.7K +295 +317%
ME
822
McIlrath & Eck
Washington
$35.9K -$2.54K -27 -7%
MIA
823
MeadowBrook Investment Advisors
Michigan
$35.7K – – –
RIL
824
Rothschild Investment LLC
Illinois
$35.4K -$5.82K -62 -14%
DSC
825
Duncker Streett & Co
Missouri
$32.9K – – –
31 32
33
34 35