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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
MSFS
976
Main Street Financial Solutions
Pennsylvania
-$226K -2,460 Closed
CWM
977
Collaborative Wealth Management
Florida
-$202K -2,201 Closed
LJHT
978
Laurie J. Hall Trustee
-$101K -1,100 Closed
CAS
979
Coppell Advisory Solutions
Texas
-$92.1K -1,002 Closed
RA
980
Ransom Advisory
Rhode Island
-$91.7K -1,000 Closed
CA
981
Crewe Advisors
Utah
-$77.6K -846 Closed
SC
982
SouthState Corp
Florida
-$75K -818 Closed
Bank Julius Baer & Co
983
Bank Julius Baer & Co
Switzerland
-$68.8K -680 Closed
AWM
984
Activest Wealth Management
Florida
-$58.1K -628 Closed
LC
985
Lavaca Capital
Texas
-$41.6K -454 Closed
TCPW
986
Twin City Private Wealth
North Carolina
-$35K -382 Closed
EW
987
Element Wealth
Mississippi
-$33.3K -364 Closed
CP
988
Castleview Partners
Texas
-$28.7K -313 Closed
DWA
989
Delos Wealth Advisors
Texas
-$25K -273 Closed
WB
990
Webster Bank
Connecticut
-$24.2K -264 Closed
FFO
991
Fortitude Family Office
Arizona
-$22.9K -250 Closed
CMA
992
Cedar Mountain Advisors
Oregon
-$19.8K -216 Closed
HCA
993
Heck Capital Advisors
Wisconsin
-$16.5K -180 Closed
PA
994
Pineridge Advisors
Missouri
-$14.3K -156 Closed
CFO
995
Colony Family Offices
North Carolina
-$7.43K -81 Closed
NWWA
996
New Wave Wealth Advisors
Arkansas
-$5.96K -65 Closed
DRP
997
Decker Retirement Planning
Utah
-$5.5K -60 Closed
BIG
998
Brooklyn Investment Group
New York
-$4.31K -47 Closed
BOJHT
999
Bank of Jackson Hole Trust
Wyoming
-$3.94K -43 Closed
RF
1000
Roxbury Financial
New Jersey
-$2.53K -26 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.