MBB icon

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 %
GGI
826
Godsey & Gibb Inc
Virginia
$32.7K – – –
BCMLT
827
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.9K -$188 -2 -0.6%
HT
828
Headlands Technologies
Illinois
$30.8K +$30.8K +328 New
CG
829
Curat Global
New Hampshire
$30.5K +$30.5K +325 New
RFA
830
Reyes Financial Architecture
California
$30.5K – – –
TF
831
Tompkins Financial
New York
$30K +$10.2K +109 +52%
IWM
832
IMG Wealth Management
Florida
$29.5K +$29.5K +315 New
WF
833
Wayfinding Financial
Washington
$29K -$207K -2,255 -88%
PFBT
834
Parkside Financial Bank & Trust
Missouri
$27.3K +$27.3K +291 New
EB
835
Eastern Bank
Massachusetts
$26.2K – – –
MA
836
MCF Advisors
Kentucky
$26K – – –
CWP
837
Concord Wealth Partners
Virginia
$25.6K – – –
BGC
838
Beutel, Goodman & Co
Ontario, Canada
$25K – – –
RIA
839
Realta Investment Advisors
Delaware
$24.5K +$8.71K +93 +55%
KWM
840
Kiker Wealth Management
Georgia
$24.1K +$15.8K +168 +189%
WIM
841
Westside Investment Management
California
$23.1K +$23.1K +246 New
VWM
842
Vermillion Wealth Management
Minnesota
$22.6K – – –
HFS
843
Hughes Financial Services
Virginia
$21.7K +$21.7K +231 New
NC
844
North Capital
Utah
$20.8K +$20.8K +222 New
MBFW
845
Morton Brown Family Wealth
Pennsylvania
$20.4K +$19.2K +205 +1,577%
CNBTD
846
Citizens National Bank Trust Department
Mississippi
$20.4K +$20.4K +218 New
BA
847
Bellwether Advisors
Nebraska
$19.5K – – –
LWANC
848
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.8K – – –
SIC
849
Salem Investment Counselors
North Carolina
$18.4K -$281 -3 -2%
OPTFSNA
850
Old Point Trust & Financial Services N A
Virginia
$18.4K – – –
32 33
34
35 36