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iShares MBS ETF
MBB

Overview Fund Activity

915 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, 309 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
0.78%
New
96
Increased
399
Reduced
309
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
+$1.75B
2
Barclays
Barclays
United Kingdom
+$405M
3
Bank of America
Bank of America
North Carolina
+$169M
4
Prudential Financial
Prudential Financial
New Jersey
+$136M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$107M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$236M
2
RWP
RWA Wealth Partners
Massachusetts
-$112M
3
Jane Street
Jane Street
New York
-$89.1M
4
UBS Group
UBS Group
Switzerland
-$66.7M
5
HCM
Hilton Capital Management
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
826
Duncker Streett & Co
Missouri
$32.9K – – –
OWA
827
Opal Wealth Advisors
New York
$31.4K -$25.3K -269 -45%
TFGT
828
TS Financial Group (TSFG)
Illinois
$31K +$16K +173 +107%
EB
829
Eastern Bank
Massachusetts
$30.9K +$4.7K +50 +18%
CG
830
Curat Global
New Hampshire
$30.5K – – –
LI
831
LRI Investments
Florida
$30K +$30K +320 New
DWA
832
Delos Wealth Advisors
Texas
$26.2K +$26.2K +279 New
KWM
833
Kiker Wealth Management
Georgia
$25.7K +$1.6K +17 +7%
RIA
834
Realta Investment Advisors
Delaware
$25.4K +$752 +8 +3%
BGC
835
Beutel, Goodman & Co
Ontario, Canada
$25K – – –
WA
836
Whipplewood Advisors
Colorado
$24.9K -$296K -3,156 -92%
CT
837
Clearstead Trust
Maine
$23.3K +$23.3K +248 New
WIM
838
Westside Investment Management
California
$23.1K – – –
VWM
839
Vermillion Wealth Management
Minnesota
$22.9K +$281 +3 +1%
MA
840
MCF Advisors
Kentucky
$21.3K -$4.7K -50 -18%
NC
841
North Capital
Utah
$19.9K -$939 -10 -5%
BA
842
Bellwether Advisors
Nebraska
$19.5K – – –
MBFW
843
Morton Brown Family Wealth
Pennsylvania
$19.2K -$1.22K -13 -6%
HFS
844
Hughes Financial Services
Virginia
$19.2K -$2.44K -26 -11%
AIC
845
Archer Investment Corporation
Indiana
$18.6K +$3.56K +38 +24%
OPTFSNA
846
Old Point Trust & Financial Services N A
Virginia
$18.4K – – –
SIC
847
Salem Investment Counselors
North Carolina
$18.3K -$94 -1 -0.5%
SC
848
SouthState Corp
Florida
$17.4K +$17.4K +185 New
NRG
849
Nemes Rush Group
Michigan
$16.9K +$16.9K +180 New
HT
850
Headlands Technologies
Illinois
$16.3K -$14.5K -154 -47%
32 33
34
35 36