MBB icon

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 %
SC
851
Swan Capital
Florida
$15.9K +$15.9K +169 New
WA
852
WestEnd Advisors
North Carolina
$14.1K – – –
AIP
853
Ameritas Investment Partners
Nebraska
$14.1K – – –
TCM
854
TruNorth Capital Management
Michigan
$14.1K – – –
HFS
855
Hantz Financial Services
Michigan
$14K – – –
HIA
856
Harbor Investment Advisory
Maryland
$13.3K +$4.23K +45 +46%
FAM
857
Flaharty Asset Management
Florida
$13.2K -$20.5K -218 -61%
PSFG
858
Park Square Financial Group
Georgia
$11.6K +$282 +3 +2%
AP
859
Aspect Partners
Virginia
$11.3K +$11.3K +120 New
BIM
860
Breakwater Investment Management
Washington
$11.2K – – –
AC
861
AlphaCore Capital
California
$10.3K +$657 +7 +7%
CWP
862
Concord Wealth Partners
Virginia
$10K -$15.6K -166 -61%
CSC
863
Caldwell Sutter Capital
California
$9.67K – – –
NMIMC
864
Northwestern Mutual Investment Management Company
Wisconsin
$9.39K -$45.9M -488,900 -100%
Nomura Asset Management
865
Nomura Asset Management
Japan
$9.39K – – –
HR
866
Howe & Rusling
New York
$9.39K +$94 +1 +1%
LFA
867
LGT Financial Advisors
Texas
$8.9K -$9.46K -101 -52%
NWM
868
Nova Wealth Management
Florida
$8.08K +$8.08K +86 New
MA
869
Montag & Associates
Georgia
$7.42K +$7.42K +79 New
OAJ
870
Ogorek Anthony Joseph
New York
$7K +$95 +1 +1%
GEA
871
Glen Eagle Advisors
New Jersey
$6.57K +$751 +8 +13%
BC
872
Barrett & Company
Rhode Island
$6.48K – – –
VWM
873
Valley Wealth Managers
New Jersey
$6.1K – – –
NFSG
874
Newbridge Financial Services Group
Florida
$6.01K +$1.88K +20 +45%
CWM
875
Consultiva Wealth Management
Puerto Rico
$5.73K – – –
33 34
35
36 37