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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 %
AWM
801
AllSquare Wealth Management
New York
$61.5K – – –
SS
802
Sunbelt Securities
Texas
$58.9K -$73.2K -780 -55%
FGAM
803
Financial Gravity Asset Management
Texas
$57.4K +$57.4K +612 New
OWA
804
Opal Wealth Advisors
New York
$56.6K +$56.6K +603 New
RFG
805
REAP Financial Group
Texas
$55.1K – – –
AT
806
Arlington Trust
Alabama
$53.5K – – –
WTFG
807
Wood Tarver Financial Group
Idaho
$53.1K -$56.2K -599 -51%
CTC
808
Central Trust Company
Missouri
$52.5K -$7.97K -85 -13%
TPCM
809
Templeton & Phillips Capital Management
Tennessee
$51.9K – – –
MSWA
810
Marshall & Sterling Wealth Advisors
New York
$48.5K +$48.5K +517 New
CAM
811
Creekmur Asset Management
Illinois
$47.9K +$47.9K +511 New
OP
812
ORG Partners
Indiana
$45.1K -$2.05M -21,814 -98%
KGP
813
Keystone Global Partners
Colorado
$44.9K +$44.9K +478 New
GC
814
Garde Capital
Washington
$43.1K +$43.1K +460 New
PFM
815
Phillips Financial Management
Indiana
$42.2K – – –
Q1WB
816
Quest 10 Wealth Builders
Virginia
$41.5K +$16.9K +180 +69%
RIL
817
Rothschild Investment LLC
Illinois
$41.1K +$281 +3 +0.7%
KFI
818
Key Financial Inc
Pennsylvania
$40.7K +$188 +2 +0.5%
ME
819
McIlrath & Eck
Washington
$38.4K +$21.6K +230 +128%
MWM
820
MorganRosel Wealth Management
Colorado
$38.4K +$38.4K +409 New
TIM
821
Thompson Investment Management
Wisconsin
$37K – – –
TC
822
Truvestments Capital
Florida
$36.7K -$656 -7 -2%
MIA
823
MeadowBrook Investment Advisors
Michigan
$35.6K – – –
FAM
824
Flaharty Asset Management
Florida
$33.7K +$33.7K +359 New
DSC
825
Duncker Streett & Co
Missouri
$32.8K -$3.85K -41 -10%
31 32
33
34 35