MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

914 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, 308 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.27%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.77%
New
96
Increased
399
Reduced
308
Closed
82
Calls
$9.16M
Puts
$1.63M
Net Calls
+$7.53M
Net Calls Change
-$45.8M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
2
Barclays
United Kingdom
$405M
3
Bank of America
3
Bank of America
North Carolina
$6.04B
4
Prudential Financial
4
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
2
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
3
Jane Street
New York
$0
4
UBS Group
4
UBS Group
Switzerland
$161M
5
HCM
5
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCP
951
Fidelis Capital Partners
Florida
– -$284K -3,041 Closed
RFA
952
RTD Financial Advisors
Pennsylvania
– -$282K -3,011 Closed
MSAGDF
953
Moneda SA Administradora General de Fondos
Chile
– -$269K -2,873 Closed
VA
954
Valmark Advisers
Ohio
– -$269K -2,867 Closed
CWM
955
Cornerstone Wealth Management
Missouri
– -$258K -2,749 Closed
PWMG
956
Pinnacle Wealth Management Group
Michigan
– -$244K -2,606 Closed
LA
957
LVW Advisors
New York
– -$242K -2,582 Closed
NFG
958
Nations Financial Group
Iowa
– -$238K -2,539 Closed
Empower Advisory Group
959
Empower Advisory Group
Colorado
– -$236K -2,514 Closed
GFP
960
Gryphon Financial Partners
Ohio
– -$233K -2,487 Closed
DI
961
Disciplined Investors
Texas
– -$232K -2,473 Closed
PRS
962
Pinkerton Retirement Specialists
Idaho
– -$231K -2,461 Closed
OCM
963
Orleans Capital Management
Louisiana
– -$224K -2,393 Closed
KFG
964
Kelly Financial Group
Connecticut
– -$218K -2,325 Closed
PFWA
965
Paces Ferry Wealth Advisors
Georgia
– -$216K -2,308 Closed
VCM
966
Virtue Capital Management
Tennessee
– -$214K -2,283 Closed
SC
967
Savant Capital
Illinois
– -$206K -2,192 Closed
BWM
968
Bulltick Wealth Management
Florida
– -$204K -2,172 Closed
SOS
969
Silver Oak Securities
Tennessee
– -$197K -2,100 Closed
PA
970
PSI Advisors
Florida
– -$155K -1,657 Closed
FW
971
Fairway Wealth
Ohio
– -$147K -1,570 Closed
AWM
972
Abound Wealth Management
Tennessee
– -$115K -1,225 Closed
AIM
973
Advyzon Investment Management
Illinois
– -$84K -895 Closed
CLOS
974
Compagnie Lombard Odier SCmA
Switzerland
– -$81.6K -870 Closed
BF
975
BOK Financial
Oklahoma
– -$70.7K -754 Closed
36 37 38
39
40