iShares Mortgage-Backed Securities Active ETF
MBBA
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.
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: 31 → 31 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$35.9M |
| 3 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
+$368K |
| 4 |
AT
American Trust
Lexington,
Kentucky
|
+$279K |
| 5 |
BlackRock
New York
|
+$89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$594K |
| 2 |
Jane Street
New York
|
-$540K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$404K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$274K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSWM
26
Golden State Wealth Management
Santa Ana,
California
| $4.68K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $3.29K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| $3.19K | -$404K | -8,134 | -99% |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $3.19K | +$3.18K | +64 | New |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| $2.74K | -$3.72K | -75 | -58% |
|
|
TCM
31
Tradewinds Capital Management
Bellingham,
Washington
| $2.74K | +$50 | +1 | +2% |
|
|
32
Jane Street
New York
| – | -$540K | -10,848 | Closed |
|
|
SWP
33
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$274K | -5,505 | Closed |
|
|
SA
34
Scarborough Advisors
Annapolis,
Maryland
| – | -$7.76K | -156 | Closed |
|
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.