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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
EAM
926
Eukles Asset Management
Ohio
$1.31K
FGA
927
Fortis Group Advisors
New Jersey
$1.31K
PWA
928
Principia Wealth Advisory
Texas
$1.11K +$1.11K +12 New
FIM
929
FWL Investment Management
Texas
$1.03K +$1.02K +11 New
RBA
930
Richard Bernstein Advisors
New York
$1.02K -$2.31K -25 -69%
PMFA
931
Plante Moran Financial Advisors
Michigan
$938 -$9.16K -99 -91%
DWM
932
Darwin Wealth Management
Florida
$366
CVM
933
Cheviot Value Management
California
$277 +$277 +3 New
HIW
934
Holos Integrated Wealth
Pennsylvania
$19
CFGS
935
Concourse Financial Group Securities
Alabama
-$27.9M -303,740 Closed
Citadel Advisors
936
Citadel Advisors
Florida
-$24.6M -266,353 Closed
Marshall Wace
937
Marshall Wace
United Kingdom
-$17.4M -189,300 Closed
PCM
938
Penserra Capital Management
California
-$16.8M -183,579 Closed
Parnassus Investments
939
Parnassus Investments
California
-$14.2M -155,000 Closed
BAAM
940
Baker Avenue Asset Management
California
-$11.9M -129,958 Closed
Loomis, Sayles & Company
941
Loomis, Sayles & Company
Massachusetts
-$10.4M -113,979 Closed
Natixis Advisors
942
Natixis Advisors
Massachusetts
-$10.3M -112,829 Closed
FRA
943
FFG Retirement Advisors
Colorado
-$7.2M -78,530 Closed
JSW
944
Journey Strategic Wealth
New Jersey
-$6.95M -75,803 Closed
FA
945
Forefront Analytics
Pennsylvania
-$6.63M -72,363 Closed
LWM
946
Liberty Wealth Management
California
-$5.18M -56,774 Closed
PA
947
Procyon Advisors
Connecticut
-$1.83M -20,015 Closed
PB
948
Prime Buchholz
New Hampshire
-$1.59M -17,924 Closed
SWM
949
Scissortail Wealth Management
Oklahoma
-$1.6M -17,448 Closed
KC
950
Kepos Capital
New York
-$1.44M -15,700 Closed

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.