We are live on ! Find out more
MBB icon

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
BTD
876
BankPlus Trust Department
Mississippi
$13.6K
OSAM
877
O'Shaughnessy Asset Management
Connecticut
$13.1K +$12K +130 +1,300%
ANBT
878
American National Bank & Trust
Texas
$11.6K
PSFG
879
Park Square Financial Group
Georgia
$11.3K -$9.43K -102 -46%
BIM
880
Breakwater Investment Management
Washington
$11.2K
IHWM
881
Iron Horse Wealth Management
Iowa
$9.78K +$8.69K +94 +940%
CSC
882
Caldwell Sutter Capital
California
$9.66K -$55.9K -604 -85%
AC
883
AlphaCore Capital
California
$9.66K +$9.53K +103 New
Nomura Asset Management
884
Nomura Asset Management
Japan
$9.38K
HR
885
Howe & Rusling
New York
$9.29K -$7.03K -76 -43%
HIA
886
Harbor Investment Advisory
Maryland
$9.1K -$3.42K -37 -28%
CW
887
Cooksen Wealth
Texas
$9.06K +$9.06K +98 New
CMP
888
Coston McIsaac & Partners
Maine
$9K +$8.88K +96 New
MPWT
889
MassMutual Private Wealth & Trust
Connecticut
$8.72K +$8.6K +93 New
RF
890
Robinswood Financial
Washington
$8.63K
GWSA
891
Global Wealth Strategies & Associates
Colorado
$8.44K +$8.32K +90 New
MFC
892
Morris Financial Concepts
South Carolina
$6.75K +$6.66K +72 New
EC
893
Elequin Capital
New York
$6.66K -$174K -1,883 -96%
MFS
894
Mattson Financial Services
Michigan
$6.47K -$8.05K -87 -56%
BC
895
Barrett & Company
Rhode Island
$6.47K
GJIA
896
Glass Jacobson Investment Advisors
Maryland
$6.42K
VWM
897
Valley Wealth Managers
New Jersey
$6.1K
OAJ
898
Ogorek Anthony Joseph
New York
$6K +$6.75K +73 New
GEA
899
Glen Eagle Advisors
New Jersey
$5.81K
CWM
900
Consultiva Wealth Management
Puerto Rico
$5.72K

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.