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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
Q1WB
826
Quest 10 Wealth Builders
Virginia
$41.5K +$16.6K +180 +69%
RIL
827
Rothschild Investment LLC
Illinois
$41.1K +$277 +3 +0.7%
KFI
828
Key Financial Inc
Pennsylvania
$40.7K +$185 +2 +0.5%
ME
829
McIlrath & Eck
Washington
$38.4K +$21.3K +230 +128%
MWM
830
MorganRosel Wealth Management
Colorado
$38.4K +$37.8K +409 New
TIM
831
Thompson Investment Management
Wisconsin
$37K
TC
832
Truvestments Capital
Florida
$36.7K -$647 -7 -2%
MIA
833
MeadowBrook Investment Advisors
Michigan
$35.6K
APW
834
Aventura Private Wealth
Florida
$35.4K
FAM
835
Flaharty Asset Management
Florida
$33.7K +$33.2K +359 New
DSC
836
Duncker Streett & Co
Missouri
$32.8K -$3.79K -41 -10%
GGI
837
Godsey & Gibb Inc
Virginia
$32.7K
BCMLT
838
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.9K -$185 -2 -0.6%
HT
839
Headlands Technologies
Illinois
$30.8K +$30.3K +328 New
CG
840
Curat Global
New Hampshire
$30.5K +$30.1K +325 New
RFA
841
Reyes Financial Architecture
California
$30.5K
TF
842
Tompkins Financial
New York
$30K +$10.1K +109 +52%
IWM
843
IMG Wealth Management
Florida
$29.5K +$29.1K +315 New
WF
844
Wayfinding Financial
Washington
$29K -$209K -2,255 -88%
PFBT
845
Parkside Financial Bank & Trust
Missouri
$27.3K +$26.9K +291 New
EB
846
Eastern Bank
Massachusetts
$26.2K
MA
847
MCF Advisors
Kentucky
$26K
CWP
848
Concord Wealth Partners
Virginia
$25.6K
BGC
849
Beutel, Goodman & Co
Ontario, Canada
$25K
RIA
850
Realta Investment Advisors
Delaware
$24.5K +$8.6K +93 +55%

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.