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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
TG
151
TCW Group
California
$14.9M +$139K +1,506 +1%
HNB
152
Huntington National Bank
Ohio
$14.8M
MWM
153
Modern Wealth Management
Kansas
$14.6M +$1.81M +19,602 +14%
Creative Planning
154
Creative Planning
Kansas
$14.6M -$783K -8,469 -5%
FA
155
FDx Advisors
Illinois
$14.5M -$1.06M -11,448 -7%
FAIM
156
Financial Advocates Investment Management
Washington
$14.5M +$2.33M +25,203 +20%
TWA
157
Tandem Wealth Advisors
Arizona
$14.4M +$113K +1,220 +0.8%
PI
158
Parkside Investments
Illinois
$14.3M +$923K +9,977 +7%
RAM
159
Resona Asset Management
Japan
$13.9M -$1.47M -15,882 -10%
BCI
160
Brinker Capital Investments
Pennsylvania
$13.7M +$2.62M +28,341 +24%
OPS
161
Orion Portfolio Solutions
Nebraska
$13.7M +$2.62M +28,341 +24%
HFA
162
High Falls Advisors
New York
$13.5M -$2.71M -29,260 -17%
HH
163
Hilltop Holdings
Texas
$13.4M -$714K -7,725 -5%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$13M +$1.36M +14,682 +12%
SIA
165
Spectrum Investment Advisors
Wisconsin
$12.6M +$402K +4,341 +3%
BCM
166
Boltwood Capital Management
California
$12.6M -$290K -3,137 -2%
CLGM
167
Capitolis Liquid Global Markets
New York
$12.3M +$12.2M +131,400 New
Lazard Asset Management
168
Lazard Asset Management
New York
$12.3M
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$12.3M +$894K +9,671 +8%
AC
170
Allstate Corporation
Illinois
$12M +$3.24M +35,000 +38%
SHIM
171
Stone House Investment Management
Pennsylvania
$11.6M +$1.06M +11,486 +10%
MWAM
172
Manhattan West Asset Management
California
$11.5M +$4.36M +47,114 +62%
VAMG
173
Voisard Asset Management Group
Michigan
$11.4M +$3.68M +39,791 +48%
TF
174
Trek Financial
Arizona
$11.3M +$1.01M +10,906 +10%
EWA
175
EverSource Wealth Advisors
Alabama
$11.1M +$459K +4,958 +4%

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.