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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 %
LFA
851
LGT Financial Advisors
Texas
$18.4K +$187 +2 +1%
WA
852
Whipplewood Advisors
Colorado
$17.4K +$17.1K +3,359 +5,418%
VWA
853
VSM Wealth Advisory
Maryland
$17.2K +$17.2K +183 New
DWM
854
Dogwood Wealth Management
Kansas
$15.8K – – –
BAM
855
Byrne Asset Management
New Jersey
$15.8K +$15.8K +168 New
AIC
856
Archer Investment Corporation
Indiana
$15K -$7.05K -75 -32%
TFGT
857
TS Financial Group (TSFG)
Illinois
$15K – – –
WA
858
WestEnd Advisors
North Carolina
$14.1K – – –
AIP
859
Ameritas Investment Partners
Nebraska
$14.1K – – –
TCM
860
TruNorth Capital Management
Michigan
$14.1K – – –
HFS
861
Hantz Financial Services
Michigan
$14K +$752 +8 +6%
CFFP
862
Center for Financial Planning
Michigan
$13.8K +$13.8K +147 New
BTD
863
BankPlus Trust Department
Mississippi
$13.6K – – –
OSAM
864
O'Shaughnessy Asset Management
Connecticut
$13.1K +$12.2K +130 +1,300%
ANBT
865
American National Bank & Trust
Texas
$11.6K – – –
PSFG
866
Park Square Financial Group
Georgia
$11.3K -$9.57K -102 -46%
BIM
867
Breakwater Investment Management
Washington
$11.2K – – –
IHWM
868
Iron Horse Wealth Management
Iowa
$9.78K +$8.84K +94 +940%
CSC
869
Caldwell Sutter Capital
California
$9.66K -$56.6K -604 -85%
AC
870
AlphaCore Capital
California
$9.66K +$9.66K +103 New
Nomura Asset Management
871
Nomura Asset Management
Japan
$9.38K – – –
HR
872
Howe & Rusling
New York
$9.29K -$7.13K -76 -43%
HIA
873
Harbor Investment Advisory
Maryland
$9.1K -$3.47K -37 -28%
CW
874
Cooksen Wealth
Texas
$9.06K +$9.06K +98 New
CMP
875
Coston McIsaac & Partners
Maine
$9K +$9K +96 New
33 34
35
36 37