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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
FWM
901
FSA Wealth Management
Massachusetts
$5.63K -$3.52K -38 -39%
1IA
902
1620 Investment Advisors
Massachusetts
$5.63K
EWM
903
EPG Wealth Management
Georgia
$5.37K
MAS
904
MPWM Advisory Solutions
Georgia
$5.34K
BL
905
BFSG LLC
California
$5.16K
MMCM
906
Murphy & Mullick Capital Management
New York
$4.69K +$4.63K +50 New
PMIM
907
Prudent Man Investment Management
Colorado
$4.58K
NFSG
908
Newbridge Financial Services Group
Florida
$4.13K
SSB
909
Sandy Spring Bank
Maryland
$3.75K
BAM
910
Bellevue Asset Management
Washington
$3.56K -$19.9K -215 -85%
TAM
911
Townsend Asset Management
North Carolina
$3.47K +$3.42K +37 New
KSWA
912
Kathleen S. Wright Associates
Pennsylvania
$3.19K
CAM
913
Chesapeake Asset Management
New York
$3.19K
WAM
914
WFA Asset Management
Wisconsin
$3.14K +$3.15K +34 New
SIS
915
Strategic Investment Solutions
Illinois
$2.97K +$92 +1 +3%
FRA
916
Front Row Advisors
California
$2.81K
WPA
917
West Paces Advisors
Georgia
$2.63K +$2.59K +28 New
TWM
918
Topsail Wealth Management
North Carolina
$2.25K
RFA
919
Register Financial Advisors
Georgia
$2.25K +$2.22K +24 New
IRC
920
Investors Research Corp
Georgia
$2.16K
PP
921
Pacifica Partners
Canada
$1.98K
LWMI
922
Legacy Wealth Management (Idaho)
Idaho
$1.97K
MEG
923
Millstone Evans Group
Colorado
$1.88K
OW
924
Olistico Wealth
Oklahoma
$1.5K +$1.48K +16 New
BWL
925
Bogart Wealth LLC
Virginia
$1.31K -$2.04K -22 -61%

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.