We are live on ! Find out more
MBB icon

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
VWWMG
801
Vermillion & White Wealth Management Group
Pennsylvania
$78.2K -$424K -4,588 -85%
ZBNA
802
Zions Bancorporation, National Association
Utah
$73.4K +$72.4K +783 New
YP
803
YANKCOM Partnership
South Dakota
$71.4K +$70.4K +761 New
BF
804
BOK Financial
Oklahoma
$70.7K -$54K -584 -44%
RF
805
Rossby Financial
Florida
$69.4K +$68.8K +744 New
WSFS
806
Wilmington Savings Fund Society
Delaware
$65.8K -$109K -1,178 -63%
National Bank of Canada
807
National Bank of Canada
Quebec, Canada
$65.5K +$64.6K +698 New
TSMHT
808
Thurston Springer Miller Herd & Titak
Indiana
$62.7K -$11.6K -125 -16%
FPB
809
First PREMIER Bank
South Dakota
$62K +$61.5K +665 New
AWM
810
AllSquare Wealth Management
New York
$61.5K
SS
811
Sunbelt Securities
Texas
$58.9K -$72.1K -780 -55%
FGAM
812
Financial Gravity Asset Management
Texas
$57.4K +$56.6K +612 New
OWA
813
Opal Wealth Advisors
New York
$56.5K +$55.8K +603 New
TAM
814
Tucker Asset Management
Colorado
$55.6K -$7.12K -77 -11%
RFG
815
REAP Financial Group
Texas
$55.1K
AT
816
Arlington Trust
Alabama
$53.5K
WTFG
817
Wood Tarver Financial Group
Idaho
$53.1K -$55.4K -599 -51%
CTC
818
Central Trust Company
Missouri
$52.5K -$7.86K -85 -13%
TPCM
819
Templeton & Phillips Capital Management
Tennessee
$51.9K
MSWA
820
Marshall & Sterling Wealth Advisors
New York
$48.5K +$47.8K +517 New
CAM
821
Creekmur Asset Management
Illinois
$47.9K +$47.3K +511 New
OP
822
ORG Partners
Indiana
$45.1K -$2.02M -21,814 -98%
KGP
823
Keystone Global Partners
Colorado
$44.9K +$44.2K +478 New
GC
824
Garde Capital
Washington
$43.1K +$42.5K +460 New
PFM
825
Phillips Financial Management
Indiana
$42.2K

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.