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.

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 %
CC
126
Centiva Capital
New York
$20.2M +$20.2M +214,800 New
KLI
127
Kelman-Lazarov Inc
Tennessee
$20M +$535K +5,703 +3%
Mariner
128
Mariner
Kansas
$19.5M +$266K +2,828 +1%
RWM
129
RKL Wealth Management
Pennsylvania
$19.1M -$492K -5,235 -3%
AWS
130
Atria Wealth Solutions
New York
$19M -$10.2M -108,744 -35%
JFGIW
131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8M +$1.26M +13,417 +7%
AWMS
132
Advocacy Wealth Management Services
Georgia
$18.8M -$383K -4,078 -2%
GRP
133
Global Retirement Partners
California
$18.8M +$18.8M +200,107 New
CM
134
Castleark Management
Illinois
$18.5M – – –
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$18.4M +$138K +1,466 +0.8%
SAS
136
Sage Advisory Services
Texas
$18.3M -$2.05M -21,789 -10%
JHU
137
Johns Hopkins University
Maryland
$18.2M – – –
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$17.8M +$336K +3,607 +2%
LIM
139
Leavell Investment Management
Alabama
$17.8M +$667K +7,109 +4%
CC
140
Courier Capital
New York
$17.6M +$2.41M +25,656 +16%
KeyBank National Association
141
KeyBank National Association
Ohio
$17.1M -$185K -1,967 -1%
AAS
142
Avantax Advisory Services
Texas
$17M +$764K +8,139 +5%
CIAS
143
CFS Investment Advisory Services
New Jersey
$16.8M +$200K +2,133 +1%
SHJ
144
Sharkey, Howes & Javer
Colorado
$16.8M +$654K +6,962 +4%
MCM
145
MAI Capital Management
Ohio
$16.8M -$14.9K -159 -0.1%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$16.8M +$1.35M +14,418 +9%
PS
147
Principal Securities
Iowa
$16.2M +$5.57M +59,311 +52%
AWMT
148
AAFMAA Wealth Management & Trust
North Carolina
$16.1M +$9.26M +98,656 +135%
LA
149
Lifeworks Advisors
Michigan
$16.1M +$862K +9,180 +6%
RAM
150
Resona Asset Management
Japan
$16.1M +$2.13M +22,694 +15%
4 5
6
7 8