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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 %
FRA
901
Front Row Advisors
California
$2.81K – – –
WPA
902
West Paces Advisors
Georgia
$2.63K +$2.63K +28 New
TWM
903
Topsail Wealth Management
North Carolina
$2.25K – – –
RFA
904
Register Financial Advisors
Georgia
$2.25K +$2.25K +24 New
IRC
905
Investors Research Corp
Georgia
$2.16K – – –
PP
906
Pacifica Partners
Canada
$1.98K – – –
LWMI
907
Legacy Wealth Management (Idaho)
Idaho
$1.97K – – –
MEG
908
Millstone Evans Group
Colorado
$1.88K – – –
OW
909
Olistico Wealth
Oklahoma
$1.5K +$1.5K +16 New
BWL
910
Bogart Wealth LLC
Virginia
$1.31K -$2.06K -22 -61%
FGA
911
Fortis Group Advisors
New Jersey
$1.31K – – –
EAM
912
Eukles Asset Management
Ohio
$1.31K – – –
PWA
913
Principia Wealth Advisory
Texas
$1.11K +$1.11K +12 New
FIM
914
FWL Investment Management
Texas
$1.03K +$1.03K +11 New
RBA
915
Richard Bernstein Advisors
New York
$1.02K -$2.31K -25 -69%
PMFA
916
Plante Moran Financial Advisors
Michigan
$938 -$9.29K -99 -91%
DWM
917
Darwin Wealth Management
Florida
$366 – – –
CVM
918
Cheviot Value Management
California
$277 +$277 +3 New
HIW
919
Holos Integrated Wealth
Pennsylvania
$19 -$18 – –
CFGS
920
Concourse Financial Group Securities
Alabama
– -$27.9M -303,740 Closed
Citadel Advisors
921
Citadel Advisors
Florida
– -$24.4M -266,353 Closed
Marshall Wace
922
Marshall Wace
United Kingdom
– -$17.4M -189,300 Closed
PCM
923
Penserra Capital Management
California
– -$16.8M -183,579 Closed
Parnassus Investments
924
Parnassus Investments
California
– -$14.2M -155,000 Closed
BAAM
925
Baker Avenue Asset Management
California
– -$11.9M -129,958 Closed
35 36
37
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