MBB icon

iShares MBS ETF
MBB

Overview Fund Activity

915 hedge funds and large institutions have $31.9B invested in iShares MBS ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 318 increasing their positions, 398 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
12.43%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
0.9%
New
109
Increased
318
Reduced
398
Closed
72
Calls
$57.7M
Puts
$4.38M
Net Calls
+$53.3M
Net Calls Change
+$39.5M

Top Buyers

1
RH
1
RenaissanceRe Holdings
Bermuda
$268M
2
LPL Financial
2
LPL Financial
California
$2.28B
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.97B
4
UBS AM
4
UBS AM
Illinois
$98.7M
5
Jane Street
5
Jane Street
New York
$89.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.86B
2
EP
2
Essential Planning
New Hampshire
$5.11M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.5B
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$195M
5
RWP
5
RWA Wealth Partners
Massachusetts
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Acorns Advisers
California
$27.6M +$582K +6,201 +2%
BCM
102
Brookstone Capital Management
Illinois
$27.3M -$10.4M -110,861 -28%
CIM
103
Confluence Investment Management
Missouri
$27.3M -$316K -3,367 -1%
CW
104
CreativeOne Wealth
Kansas
$27.2M -$3.92M -41,810 -13%
KWM
105
Kingsview Wealth Management
Oregon
$26.9M +$2.72M +29,036 +11%
MWM
106
Modera Wealth Management
New Jersey
$26.8M +$971K +10,349 +4%
BCV
107
Banque Cantonale Vaudoise
Switzerland
$26.6M +$26.6M +283,850 New
COI
108
Connable Office Inc
Michigan
$25.9M +$14.1M +150,835 +121%
JC
109
JB Capital
Connecticut
$25.4M -$9.47M -101,025 -27%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$24.6M -$376K -4,010 -2%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$24.2M +$440K +4,691 +2%
IWC
112
Integrated Wealth Concepts
Massachusetts
$23.4M +$2.09M +22,325 +10%
AI
113
Arvest Investments
Arkansas
$22.9M +$428K +4,561 +2%
GGS
114
Galvin Gaustad & Stein
Arizona
$22.3M +$21.9K +233 +0.1%
CIC
115
Carnegie Investment Counsel
Ohio
$21.7M +$21.7M +231,277 New
MWP
116
Meridian Wealth Partners
Pennsylvania
$21.7M +$75.3K +803 +0.3%
PAG
117
Private Advisor Group
New Jersey
$21.2M +$933K +9,954 +5%
Federated Hermes
118
Federated Hermes
Pennsylvania
$21.1M +$2.78M +29,635 +15%
NCM
119
Northside Capital Management
Oregon
$20.8M +$548K +5,842 +3%
AG
120
Ascent Group
Virginia
$20.8M +$12M +127,992 +137%
HGWM
121
Horst & Graben Wealth Management
Oregon
$20.6M -$1.45M -15,478 -7%
DWM
122
Dakota Wealth Management
Florida
$20.4M +$1.51M +16,051 +8%
SAS
123
Sage Advisory Services
Texas
$20.3M -$254K -2,711 -1%
GWM
124
Geneos Wealth Management
Colorado
$20.2M +$11.9M +120,743 +142%
HighTower Advisors
125
HighTower Advisors
Illinois
$20.1M -$326K -3,481 -2%
3 4
5
6 7