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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 %
OWA
826
Opal Wealth Advisors
New York
$31.4K -$25.3K -269 -45%
TFGT
827
TS Financial Group (TSFG)
Illinois
$31K +$16K +173 +107%
EB
828
Eastern Bank
Massachusetts
$30.9K +$4.7K +50 +18%
CG
829
Curat Global
New Hampshire
$30.5K – – –
LI
830
LRI Investments
Florida
$30K +$30K +320 New
DWA
831
Delos Wealth Advisors
Texas
$26.2K +$26.2K +279 New
KWM
832
Kiker Wealth Management
Georgia
$25.7K +$1.6K +17 +7%
RIA
833
Realta Investment Advisors
Delaware
$25.4K +$752 +8 +3%
BGC
834
Beutel, Goodman & Co
Ontario, Canada
$25K – – –
WA
835
Whipplewood Advisors
Colorado
$24.9K -$296K -3,156 -92%
CT
836
Clearstead Trust
Maine
$23.3K +$23.3K +248 New
WIM
837
Westside Investment Management
California
$23.1K – – –
VWM
838
Vermillion Wealth Management
Minnesota
$22.9K +$281 +3 +1%
MA
839
MCF Advisors
Kentucky
$21.3K -$4.7K -50 -18%
NC
840
North Capital
Utah
$19.9K -$939 -10 -5%
BA
841
Bellwether Advisors
Nebraska
$19.5K – – –
MBFW
842
Morton Brown Family Wealth
Pennsylvania
$19.2K -$1.22K -13 -6%
HFS
843
Hughes Financial Services
Virginia
$19.2K -$2.44K -26 -11%
AIC
844
Archer Investment Corporation
Indiana
$18.6K +$3.56K +38 +24%
OPTFSNA
845
Old Point Trust & Financial Services N A
Virginia
$18.4K – – –
SIC
846
Salem Investment Counselors
North Carolina
$18.3K -$94 -1 -0.5%
SC
847
SouthState Corp
Florida
$17.4K +$17.4K +185 New
NRG
848
Nemes Rush Group
Michigan
$16.9K +$16.9K +180 New
HT
849
Headlands Technologies
Illinois
$16.3K -$14.5K -154 -47%
SC
850
Swan Capital
Florida
$15.9K +$15.9K +169 New
32 33
34
35 36