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