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iShares MBS ETF
MBB

Overview Fund Activity

914 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, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
New
96
Increased
399
Reduced
308
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
$2.25B
2
Barclays
Barclays
United Kingdom
$405M
3
Bank of America
Bank of America
North Carolina
$6.04B
4
Prudential Financial
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
Jane Street
New York
$0
4
UBS Group
UBS Group
Switzerland
$161M
5
HCM
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
876
1620 Investment Advisors
Massachusetts
$5.63K – – –
EWM
877
EPG Wealth Management
Georgia
$5.42K +$93 +1 +2%
MAS
878
MPWM Advisory Solutions
Georgia
$5.35K – – –
BL
879
BFSG LLC
California
$5.16K – – –
PMIM
880
Prudent Man Investment Management
Colorado
$4.58K – – –
SL
881
Salomon & Ludwin
Virginia
$4.2K +$4.2K +45 New
CWM
882
Copia Wealth Management
Oregon
$3.94K +$3.94K +42 New
CPA
883
Cardiff Park Advisors
California
$3.85K +$3.85K +41 New
CW
884
Cooksen Wealth
Texas
$3.76K -$5.45K -58 -59%
AUB
885
Atlantic Union Bankshares
Virginia
$3.76K +$3.76K +40 New
HCM
886
Hollencrest Capital Management
California
$3.76K +$3.76K +40 New
OSAM
887
O'Shaughnessy Asset Management
Connecticut
$3.47K -$9.67K -103 -74%
TAM
888
Townsend Asset Management
North Carolina
$3.47K – – –
AF
889
Alerus Financial
North Dakota
$3.47K +$3.47K +37 New
CBT
890
Crews Bank & Trust
Florida
$3.47K +$3.47K +37 New
NOI
891
Newton One Investments
Delaware
$3.38K +$3.38K +36 New
OW
892
Olistico Wealth
Oklahoma
$3.1K +$1.6K +17 +106%
TFG
893
Team Financial Group
California
$3.02K +$3.02K +32 New
SIS
894
Strategic Investment Solutions
Illinois
$3K – – –
FRA
895
Front Row Advisors
California
$2.82K – – –
CIA
896
Choate Investment Advisors
Massachusetts
$2.44K +$2.44K +26 New
TWM
897
Topsail Wealth Management
North Carolina
$2.25K – – –
RFA
898
Register Financial Advisors
Georgia
$2.25K – – –
IRC
899
Investors Research Corp
Georgia
$2.16K – – –
LWMI
900
Legacy Wealth Management (Idaho)
Idaho
$1.97K – – –
34 35
36
37 38