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iShares MBS ETF

936 hedge funds and large institutions have $34.5B invested in iShares MBS ETF in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 410 increasing their positions, 312 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $9.16M | Put options by funds: $1.63M

31% more repeat investments, than reductions

Existing positions increased: 410 | Existing positions reduced: 312

17% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 84

8% more capital invested

Capital invested by funds: $32B → $34.5B (+$2.49B)

0.82% more ownership

Funds ownership: 86.69%87.51% (+0.82%)

1% more funds holding

Funds holding: 931936 (+5)

13% less funds holding in top 10

Funds holding in top 10: 6859 (-9)

Holders
936
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
12.32%
Holding in Top 10
59
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.24%
% of All Funds
0.78%
New
98
Increased
410
Reduced
312
Closed
84
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
926
Bogart Wealth LLC
Virginia
$1.31K
EAM
927
Eukles Asset Management
Ohio
$1.31K
FGA
928
Fortis Group Advisors
New Jersey
$1.31K
PWA
929
Principia Wealth Advisory
Texas
$1.13K
DF
930
Dunhill Financial
United Kingdom
$1.03K +$1.02K +11 New
RBA
931
Richard Bernstein Advisors
New York
$1.02K -$93 -1 -9%
IHWM
932
Iron Horse Wealth Management
Iowa
$970 -$8.71K -94 -90%
SFC
933
SYM Financial Corp
Indiana
$845 +$834 +9 New
HWP
934
Highline Wealth Partners
California
$751 +$741 +8 New
CFFP
935
Center for Financial Planning
Michigan
$376 -$13.3K -143 -97%
DWM
936
Darwin Wealth Management
Florida
$375
TRCT
937
Tower Research Capital (TRC)
New York
$282 +$278 +3 New
CVM
938
Cheviot Value Management
California
$281
HIW
939
Holos Integrated Wealth
Pennsylvania
$19
Jane Street
940
Jane Street
New York
-$89.1M -949,675 Closed
WCF
941
West Coast Financial
California
-$31M -330,498 Closed
CLGM
942
Capitolis Liquid Global Markets
New York
-$12.3M -131,400 Closed
SAMC
943
Spectrum Asset Management (California)
California
-$11M -117,366 Closed
PSP
944
Pacific Sage Partners
Washington
-$7.82M -83,402 Closed
HF
945
HRT Financial
New York
-$7.39M -78,784 Closed
SA
946
Scarborough Advisors
Maryland
-$6.79M -72,402 Closed
Wolverine Trading
947
Wolverine Trading
Illinois
-$3.66M -39,039 Closed
Susquehanna International Group
948
Susquehanna International Group
Pennsylvania
-$3.39M -36,602 Closed
TC
949
TownSquare Capital
Utah
-$2.58M -27,555 Closed
MCC
950
Money Concepts Capital
Florida
-$2.56M -27,342 Closed

MBB Hedge Fund Activity: Q2 2025 in Review

936 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MBS ETF (MBB) for Q2 2025, worth a combined $34.5B — up 7.8% from $32B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new MBB positions and 84 closed out — a net gain of 14 holders — while 410 added to existing stakes and 312 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $1.73B. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $233M.

  • 936 institutional investors held iShares MBS ETF (MBB) as of Q2 2025, up from 931 in Q1 2025.
  • Funds reported $34.5B of iShares MBS ETF stock for Q2 2025, up 7.8% quarter-over-quarter.
  • 98 funds opened new iShares MBS ETF positions in Q2 2025 and 84 closed out, a net change of +14 holders.
  • The largest iShares MBS ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $1.73B added.
  • The largest iShares MBS ETF seller in Q2 2025 was State of Tennessee, Department of Treasury, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2025.