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MBBA

iShares Mortgage-Backed Securities Active ETF
MBBA

31 hedge funds and large institutions have $36.1M invested in iShares Mortgage-Backed Securities Active ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

28.76% more ownership

Funds ownership: 0% → 28.76% (+29%)

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.07M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.76M
3
Bank of America
Bank of America
North Carolina
+$5.12M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.64M
5
BlackRock
BlackRock
New York
+$4.63M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.01M +$8.07M +160,904 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$6.7M +$6.76M +134,610 New
Bank of America
3
Bank of America
North Carolina
$5.08M +$5.12M +102,120 New
Raymond James Financial
4
Raymond James Financial
Florida
$4.6M +$4.64M +92,512 New
BlackRock
5
BlackRock
New York
$4.59M +$4.63M +92,297 New
Morgan Stanley
6
Morgan Stanley
New York
$1.12M +$1.13M +22,565 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.04M +$1.05M +20,825 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$964K +$972K +19,373 New
LPL Financial
9
LPL Financial
California
$605K +$610K +12,164 New
Jane Street
10
Jane Street
New York
$540K +$544K +10,848 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$488K +$492K +9,800 New
UBS Group
12
UBS Group
Switzerland
$408K +$411K +8,198 New
TFG
13
Tilson Financial Group
New Jersey
$401K +$404K +8,058 New
CAM
14
Cresset Asset Management
Illinois
$367K +$370K +7,378 New
SWP
15
Stratos Wealth Partners
Ohio
$274K +$276K +5,505 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$244K +$246K +4,905 New
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$229K +$231K +4,595 New
JP Morgan Chase
18
JP Morgan Chase
New York
$106K +$107K +2,130 New
Wells Fargo
19
Wells Fargo
California
$98.1K +$98.9K +1,970 New
Osaic Holdings
20
Osaic Holdings
Arizona
$66.3K +$66.8K +1,332 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$58.7K +$59.2K +1,179 New
AF
22
Allworth Financial
California
$49.6K +$50K +996 New
EF
23
Entrust Financial
Pennsylvania
$22.5K +$22.7K +453 New
PFSC
24
Peoples Financial Services Corp
Pennsylvania
$21.2K +$21.3K +425 New
VR
25
Vision Retirement
New Jersey
$10.4K +$10.4K +208 New
1
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MBBA Hedge Fund Activity: Q1 2026 in Review

31 of the 8,152 institutional investors tracked by Wall St. Rank reported a position in iShares Mortgage-Backed Securities Active ETF (MBBA) for Q1 2026, worth a combined $36.1M.

Buyers outnumbered sellers: 31 funds opened new MBBA positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $8.07M.

  • 31 institutional investors held iShares Mortgage-Backed Securities Active ETF (MBBA) as of Q1 2026, up from 0 in Q4 2025.
  • Funds reported $36.1M of iShares Mortgage-Backed Securities Active ETF stock for Q1 2026.
  • 31 funds opened new iShares Mortgage-Backed Securities Active ETF positions in Q1 2026 and 0 closed out, a net change of +31 holders.
  • The largest iShares Mortgage-Backed Securities Active ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $8.07M added.

Based on aggregated 13F filings for Q1 2026.