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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
HighTower Advisors
126
HighTower Advisors
Illinois
$20.1M -$322K -3,481 -2%
RWM
127
RKL Wealth Management
Pennsylvania
$19.6M -$172K -1,863 -0.9%
KLI
128
Kelman-Lazarov Inc
Tennessee
$19.4M +$4.44M +48,025 +30%
Mariner
129
Mariner
Kansas
$19.2M +$1.14M +12,283 +6%
AWMS
130
Advocacy Wealth Management Services
Georgia
$19.2M -$3.79M -40,924 -17%
CM
131
Castleark Management
Illinois
$18.5M
Allspring Global Investments
132
Allspring Global Investments
North Carolina
$18.2M -$4.07M -44,039 -18%
JHU
133
Johns Hopkins University
Maryland
$18.1M -$25.2M -272,583 -58%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$17.6M -$1.78M -19,222 -9%
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.6M +$296K +3,196 +2%
KeyBank National Association
136
KeyBank National Association
Ohio
$17.3M -$1.79M -19,341 -9%
LIM
137
Leavell Investment Management
Alabama
$17.1M +$1.64M +17,743 +11%
FFA
138
Farther Finance Advisors
California
$17M +$2.08M +22,463 +14%
AI
139
Atria Investments
North Carolina
$16.8M +$401K +4,335 +2%
MCM
140
MAI Capital Management
Ohio
$16.8M +$1.5M +16,255 +10%
CIAS
141
CFS Investment Advisory Services
New Jersey
$16.6M -$1.18M -12,784 -7%
AAS
142
Avantax Advisory Services
Texas
$16.2M -$1.31M -14,190 -8%
SHJ
143
Sharkey, Howes & Javer
Colorado
$16.1M -$2.15M -23,294 -12%
NC
144
NewSquare Capital
Pennsylvania
$16.1M +$17.6K +190 +0.1%
LA
145
Lifeworks Advisors
Michigan
$15.2M +$1.55M +16,747 +11%
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$15.2M +$443K +4,788 +3%
CC
147
Courier Capital
New York
$15.2M +$9.9M +107,044 +196%
SW
148
SteelPeak Wealth
California
$15.1M -$1.48M -16,015 -9%
KAS
149
Kestra Advisory Services
Texas
$15.1M -$1.41M -15,221 -9%
APW
150
Austin Private Wealth
Texas
$14.9M -$1.48M -15,964 -9%

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.