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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
KWM
851
Kiker Wealth Management
Georgia
$24.1K +$15.5K +168 +189%
WIM
852
Westside Investment Management
California
$23.1K +$22.8K +246 New
MWA
853
Medallion Wealth Advisors
Connecticut
$23K +$185 +2 +0.8%
VWM
854
Vermillion Wealth Management
Minnesota
$22.6K
HFS
855
Hughes Financial Services
Virginia
$21.7K +$21.4K +231 New
NC
856
North Capital
Utah
$20.8K +$20.5K +222 New
MBFW
857
Morton Brown Family Wealth
Pennsylvania
$20.4K +$19K +205 +1,577%
CNBTD
858
Citizens National Bank Trust Department
Mississippi
$20.4K +$20.2K +218 New
BA
859
Bellwether Advisors
Nebraska
$19.5K
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.8K
SIC
861
Salem Investment Counselors
North Carolina
$18.4K -$277 -3 -2%
OPTFSNA
862
Old Point Trust & Financial Services N A
Virginia
$18.4K
LFA
863
LGT Financial Advisors
Texas
$18.4K +$185 +2 +1%
CWP
864
Clark Wealth Partners
Illinois
$17.7K +$17.5K +189 New
WA
865
Whipplewood Advisors
Colorado
$17.4K +$311K +3,359 +5,418%
VWA
866
VSM Wealth Advisory
Maryland
$17.2K +$16.9K +183 New
DWM
867
Dogwood Wealth Management
Kansas
$15.8K
BAM
868
Byrne Asset Management
New Jersey
$15.8K +$15.5K +168 New
AIC
869
Archer Investment Corporation
Indiana
$15K -$6.94K -75 -32%
TFGT
870
TS Financial Group (TSFG)
Illinois
$15K
AIP
871
Ameritas Investment Partners
Nebraska
$14.1K
TCM
872
TruNorth Capital Management
Michigan
$14.1K
WA
873
WestEnd Advisors
North Carolina
$14.1K
HFS
874
Hantz Financial Services
Michigan
$14K +$740 +8 +6%
CFFP
875
Center for Financial Planning
Michigan
$13.8K +$13.6K +147 New

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.