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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
DFCM
951
Dark Forest Capital Management
Puerto Rico
-$1.31M -14,274 Closed
RC
952
Rareview Capital
Nevada
-$1.24M -12,932 Closed
FC
953
Farringdon Capital
United Kingdom
-$866K -9,447 Closed
TPI
954
Trust Point Inc
Wisconsin
-$773K -8,436 Closed
PIA
955
Pinion Investment Advisors
Kansas
-$744K -8,118 Closed
GFM
956
GEN Financial Management
Minnesota
-$569K -6,202 Closed
AG
957
AlTi Global
New York
-$561K -6,116 Closed
ACP
958
Aveo Capital Partners
Colorado
-$530K -5,786 Closed
SF
959
Symphony Financial
Texas
-$467K -5,084 Closed
LA
960
Lane & Associates
New Jersey
-$455K -4,937 Closed
FI
961
FWG Investments
Kentucky
-$450K -4,904 Closed
DILH
962
Dai-ichi Life Holdings
Japan
-$448K -4,900 Closed
KA
963
Kooman & Associates
Pennsylvania
-$440K -4,800 Closed
PWM
964
Pines Wealth Management
North Carolina
-$407K -4,491 Closed
EC
965
Estate Counselors
Wisconsin
-$403K -4,400 Closed
CWP
966
Core Wealth Partners
California
-$399K -4,356 Closed
FA
967
Fiducient Advisors
Illinois
-$375K -4,089 Closed
OCM
968
Objective Capital Management
Ohio
-$357K -3,897 Closed
RPGK
969
Retirement Planning Group (Kansas)
Kansas
-$318K -3,463 Closed
OPWM
970
Oregon Pacific Wealth Management
Oregon
-$290K -3,164 Closed
BJL
971
Brighton Jones LLC
Washington
-$273K -2,981 Closed
RW
972
Ridgeline Wealth
Arizona
-$260K -2,838 Closed
CGFA
973
Colton Groome Financial Advisors
North Carolina
-$258K -2,810 Closed
BTWM
974
Brass Tax Wealth Management
Ohio
-$245K -2,668 Closed
PVI
975
Pine Valley Investments
New Jersey
-$244K -2,666 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.