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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
Bank of America
1
Bank of America
North Carolina
$5.86B -$1.24B -13,453,088 -18%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.76B -$89.4M -966,207 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.5B -$199M -2,156,694 -7%
LPL Financial
4
LPL Financial
California
$2.28B +$222M +2,404,586 +11%
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.97B +$124M +1,341,029 +7%
Ameriprise
6
Ameriprise
Minnesota
$1.34B -$24.1M -260,296 -2%
Morgan Stanley
7
Morgan Stanley
New York
$788M -$12.4M -134,505 -2%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$500M -$5.44M -58,805 -1%
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$448M -$4.92M -53,172 -1%
Stifel Financial
10
Stifel Financial
Missouri
$349M -$17.5M -189,584 -5%
Truist Financial
11
Truist Financial
North Carolina
$342M -$4.59M -49,641 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$298M -$33.1M -357,808 -10%
AF
13
Allworth Financial
California
$283M -$35.9M -388,199 -11%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$276M +$777K +8,399 +0.3%
RH
15
RenaissanceRe Holdings
Bermuda
$268M +$264M +2,855,431 New
Wells Fargo
16
Wells Fargo
California
$239M -$2.08M -22,471 -0.9%
UBS Group
17
UBS Group
Switzerland
$228M +$61.7M +667,571 +38%
BlackRock
18
BlackRock
New York
$217M -$11.5M -124,353 -5%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$195M -$111M -1,204,809 -37%
SEI Investments
20
SEI Investments
Pennsylvania
$192M -$894K -9,663 -0.5%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$189M -$33.1M -357,818 -15%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$175M +$25.7M +277,926 +18%
MWA
23
Midland Wealth Advisors
Illinois
$171M +$45.4M +490,393 +37%
MML Investors Services
24
MML Investors Services
Massachusetts
$170M -$13M -140,201 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$162M -$2.48M -26,791 -2%

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.