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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.6M +$27.5M +297,461 +220%
SMFG
77
Sumitomo Mitsui Financial Group
Japan
$39.8M +$1.24M +13,455 +3%
Corient Private Wealth
78
Corient Private Wealth
Florida
$38.9M +$791K +8,555 +2%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$37.4M -$2.16M -23,379 -6%
Northern Trust
80
Northern Trust
Illinois
$37.1M -$2.96M -32,016 -7%
FIA
81
Foundations Investment Advisors
Arizona
$36.6M +$1.88M +20,294 +5%
CI
82
Conning Inc
Connecticut
$36.4M
Goldman Sachs
83
Goldman Sachs
New York
$35.5M +$4.03M +43,527 +13%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$35M +$5.12M +55,345 +17%
Osaic Holdings
85
Osaic Holdings
Arizona
$34M -$9.96M -107,740 -23%
MNA
86
Manning & Napier Advisors
New York
$33.4M +$784K +8,473 +2%
CCA
87
Checchi Capital Advisers
California
$32.9M +$22.3M +240,604 +219%
TPW
88
Talon Private Wealth
Florida
$31.9M -$1.98M -21,398 -6%
ZIG
89
Zurich Insurance Group
Switzerland
$31.7M
WCF
90
West Coast Financial
California
$31M +$1.9M +20,523 +7%
DJSG
91
D.J. St. Germain
Massachusetts
$31M +$2.15M +23,197 +8%
BSB
92
Bangor Savings Bank
Maine
$30.7M +$1.01M +10,963 +3%
CPO
93
Cerity Partners OCIO
New York
$30.2M +$29.7M +321,567 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$29.9M -$7.31M -79,062 -20%
IA
95
Integrity Alliance
Iowa
$29.4M +$4.67M +50,503 +19%
CWM
96
Cabot Wealth Management
Massachusetts
$29.2M +$2.87M +30,985 +11%
AWS
97
Atria Wealth Solutions
New York
$29.2M -$3.1M -33,553 -10%
Franklin Resources
98
Franklin Resources
California
$29.2M +$818K +8,849 +3%
SA
99
Sanctuary Advisors
Indiana
$28.6M -$3.88M -41,999 -12%
SWM
100
Stockman Wealth Management
Montana
$28M +$27.6M +298,073 New

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.