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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
$2.28B
3
Fisher Asset Management
Fisher Asset Management
Washington
$1.97B
4
UBS AM
UBS AM
Illinois
$98.7M
5
Jane Street
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.86B
2
EP
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
RWA Wealth Partners
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
876
MassMutual Private Wealth & Trust
Connecticut
$8.72K +$8.72K +93 New
GWSA
877
Global Wealth Strategies & Associates
Colorado
$8.44K +$8.44K +90 New
MFC
878
Morris Financial Concepts
South Carolina
$6.75K +$6.75K +72 New
EC
879
Elequin Capital
New York
$6.66K -$177K -1,883 -96%
MFS
880
Mattson Financial Services
Michigan
$6.47K -$8.16K -87 -56%
BC
881
Barrett & Company
Rhode Island
$6.47K – – –
GJIA
882
Glass Jacobson Investment Advisors
Maryland
$6.42K – – –
VWM
883
Valley Wealth Managers
New Jersey
$6.1K – – –
OAJ
884
Ogorek Anthony Joseph
New York
$6K +$6K +73 New
GEA
885
Glen Eagle Advisors
New Jersey
$5.81K – – –
CWM
886
Consultiva Wealth Management
Puerto Rico
$5.72K – – –
FWM
887
FSA Wealth Management
Massachusetts
$5.63K -$3.56K -38 -39%
1IA
888
1620 Investment Advisors
Massachusetts
$5.63K – – –
EWM
889
EPG Wealth Management
Georgia
$5.37K – – –
MAS
890
MPWM Advisory Solutions
Georgia
$5.35K – – –
BL
891
BFSG LLC
California
$5.16K – – –
MMCM
892
Murphy & Mullick Capital Management
New York
$4.69K +$4.69K +50 New
PMIM
893
Prudent Man Investment Management
Colorado
$4.58K – – –
NFSG
894
Newbridge Financial Services Group
Florida
$4.13K – – –
SSB
895
Sandy Spring Bank
Maryland
$3.75K – – –
BAM
896
Bellevue Asset Management
Washington
$3.56K -$20.2K -215 -85%
TAM
897
Townsend Asset Management
North Carolina
$3.47K +$3.47K +37 New
KSWA
898
Kathleen S. Wright Associates
Pennsylvania
$3.19K – – –
WAM
899
WFA Asset Management
Wisconsin
$3.14K +$3.14K +34 New
SIS
900
Strategic Investment Solutions
Illinois
$2.97K +$93 +1 +3%
34 35
36
37 38