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MBBA

iShares Mortgage-Backed Securities Active ETF

31 hedge funds and large institutions have $102M invested in iShares Mortgage-Backed Securities Active ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more capital invested

Capital invested by funds: $36.1M → $102M (+$65.6M)

37.12% more ownership

Funds ownership: 28.76%65.88% (+37%)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0% more funds holding

Funds holding: 3131 (0)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$44.1M +$36M +724,317 +450%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$42.7M +$35.9M +722,626 +537%
BlackRock
3
BlackRock
New York
$4.68M +$89K +1,792 +2%
Raymond James Financial
4
Raymond James Financial
Florida
$4.43M -$176K -3,546 -4%
Morgan Stanley
5
Morgan Stanley
New York
$1.11M -$11.2K -225 -1%
Citadel Advisors
6
Citadel Advisors
Florida
$931K -$105K -2,112 -10%
LPL Financial
7
LPL Financial
California
$667K +$61.1K +1,230 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$487K -$844 -17 -0.2%
TFG
9
Tilson Financial Group
New Jersey
$406K +$4.87K +98 +1%
DSA
10
Droms Strauss Advisors
Missouri
$369K +$368K +7,417 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$369K -$594K -11,956 -62%
CAM
12
Cresset Asset Management
Illinois
$367K
AT
13
American Trust
Kentucky
$280K +$279K +5,617 New
FHA
14
Flagship Harbor Advisors
Massachusetts
$241K -$3.33K -67 -1%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$229K
JP Morgan Chase
16
JP Morgan Chase
New York
$106K
Wells Fargo
17
Wells Fargo
California
$102K +$3.82K +77 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$77.5K +$11.1K +224 +17%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$58.7K
AF
20
Allworth Financial
California
$49.6K
EF
21
Entrust Financial
Pennsylvania
$22.8K +$248 +5 +1%
PFSC
22
Peoples Financial Services Corp
Pennsylvania
$21.2K
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$13.4K +$13.4K +270 New
VR
24
Vision Retirement
New Jersey
$10.4K
DSC
25
Duncker Streett & Co
Missouri
$8.31K +$99 +2 +1%

MBBA Hedge Fund Activity: Q2 2026 in Review

31 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage-Backed Securities Active ETF (MBBA) for Q2 2026, worth a combined $102M — up 182% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MBBA positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $36M. The largest seller was Commonwealth Equity Services, cutting an estimated $594K.

  • 31 institutional investors held iShares Mortgage-Backed Securities Active ETF (MBBA) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $102M of iShares Mortgage-Backed Securities Active ETF stock for Q2 2026, up 182% quarter-over-quarter.
  • 4 funds opened new iShares Mortgage-Backed Securities Active ETF positions in Q2 2026 and 3 closed out, a net change of +1 holder.
  • The largest iShares Mortgage-Backed Securities Active ETF buyer in Q2 2026 was Envestnet Asset Management, an estimated $36M added.
  • The largest iShares Mortgage-Backed Securities Active ETF seller in Q2 2026 was Commonwealth Equity Services, an estimated $594K sold.

Based on aggregated 13F filings for Q2 2026.