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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.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.26%
Holding in Top 10
57
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.64%
% of All Funds
0.76%
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
TIAA Trust, National Association
North Carolina
$2.25B
2
Barclays
Barclays
United Kingdom
$405M
3
Bank of America
Bank of America
North Carolina
$6.04B
4
Prudential Financial
Prudential Financial
New Jersey
$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$269M

Top Sellers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$213M
2
RWP
RWA Wealth Partners
Massachusetts
$20.9M
3
Jane Street
Jane Street
New York
$0
4
UBS Group
UBS Group
Switzerland
$161M
5
HCM
Hilton Capital Management
New York
$28.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBWP
201
Beacon Bridge Wealth Partners
Pennsylvania
$9.96M -$216K -2,305 -2%
OWA
202
One Wealth Advisors
California
$9.89M +$338K +3,599 +4%
CTI
203
Community Trust & Investment
Kentucky
$9.81M +$317K +3,380 +3%
HCM
204
Hudson Capital Management
New Jersey
$9.71M -$45.4K -484 -0.5%
SL
205
Sentinus LLC
Illinois
$9.4M +$342K +3,640 +4%
KFS
206
Kelly Financial Services
Massachusetts
$9.37M +$276K +2,938 +3%
EH
207
Equitable Holdings
New York
$9.29M +$771K +8,208 +9%
CI Investments Inc
208
CI Investments Inc
Ontario, Canada
$8.93M – – –
WCWM
209
Wooster Corthell Wealth Management
Connecticut
$8.83M -$263K -2,799 -3%
TWM
210
TSA Wealth Management
Texas
$8.78M +$163K +1,739 +2%
WCA
211
Westover Capital Advisors
Delaware
$8.71M -$128K -1,366 -1%
ACA
212
Anchor Capital Advisors
Massachusetts
$8.69M -$234K -2,491 -3%
DAS
213
Diversify Advisory Services
Utah
$8.57M +$6.06M +64,739 +242%
HI
214
Harbour Investments
Wisconsin
$8.56M +$143K +1,518 +2%
TD Asset Management
215
TD Asset Management
Ontario, Canada
$8.45M – – –
RA
216
Rational Advisors
New York
$8.37M +$4.13M +44,025 +98%
ACM
217
Anfield Capital Management
California
$8.22M -$69.1K -736 -0.8%
CWMG
218
Compass Wealth Management (Georgia)
Georgia
$8.16M +$8.16M +86,908 New
VPP
219
Vertex Planning Partners
Illinois
$8.03M +$208K +2,214 +3%
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.98M -$32.6M -347,649 -80%
PCP
221
Proficio Capital Partners
Massachusetts
$7.83M -$860K -9,156 -10%
SW
222
Simplicity Wealth
New Jersey
$7.75M +$4.09M +43,603 +112%
BF
223
Blankinship & Foster
California
$7.71M -$651K -6,935 -8%
EWM
224
Edge Wealth Management
New York
$7.67M -$285K -3,039 -4%
SAM
225
Smartleaf Asset Management
Massachusetts
$7.65M +$1.37M +14,623 +22%
7 8
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