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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
SAMC
176
Spectrum Asset Management (California)
California
$11M +$10.9M +117,366 New
Comerica Bank
177
Comerica Bank
Texas
$11M -$628K -6,791 -5%
SSWM
178
Smith Salley Wealth Management
North Carolina
$10.9M +$4.5M +48,645 +72%
CM
179
Cornerstone Management
Georgia
$10.6M +$145K +1,568 +1%
PWM
180
Perigon Wealth Management
California
$10.6M -$5.81M -62,770 -36%
WA
181
WBH Advisory
Maryland
$10.6M +$496K +5,367 +5%
IWA
182
Icon Wealth Advisors
Texas
$10.4M -$2.73M -29,473 -21%
SFS
183
Security Financial Services
Indiana
$10.4M -$89.3K -966 -0.9%
PS
184
Principal Securities
Iowa
$10.4M +$10.2K +110 +0.1%
SMI
185
Shelter Mutual Insurance
Missouri
$10.3M
BBWP
186
Beacon Bridge Wealth Partners
Pennsylvania
$10.2M +$176K +1,907 +2%
Citigroup
187
Citigroup
New York
$9.94M +$9.28M +100,350 +1,793%
BWP
188
Bernardo Wealth Planning
Pennsylvania
$9.88M +$215K +2,326 +2%
TF
189
Theory Financial
Colorado
$9.87M +$187K +2,018 +2%
HCM
190
Hudson Capital Management
New Jersey
$9.75M +$50.2K +543 +0.5%
CL
191
CIM LLC
New York
$9.74M +$208K +2,250 +2%
OWA
192
One Wealth Advisors
California
$9.54M -$1.28M -13,852 -12%
CTI
193
Community Trust & Investment
Kentucky
$9.48M +$50.4K +545 +0.5%
AFG
194
Atomi Financial Group
New York
$9.24M +$656K +7,092 +8%
RCAG
195
Rehmann Capital Advisory Group
Michigan
$9.13M -$88.3K -955 -1%
WCWM
196
Wooster Corthell Wealth Management
Connecticut
$9.09M -$46K -497 -0.5%
KFS
197
Kelly Financial Services
Massachusetts
$9.08M -$1.42M -15,391 -14%
SL
198
Sentinus LLC
Illinois
$9.05M +$439K +4,747 +5%
CI Investments Inc
199
CI Investments Inc
Ontario, Canada
$8.91M -$129K -1,400 -1%
ACA
200
Anchor Capital Advisors
Massachusetts
$8.91M +$92.3K +998 +1%

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.