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iShares MBS ETF (MBB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares MBS ETF (NASDAQ:MBB)

Current
Institutional Ownership
Percentage
91.70%
Number of
Institutional Buyers
(last 12 months)
623
Total
Institutional Inflows
(last 12 months)
$8.99B
Number of
Institutional Sellers
(last 12 months)
420
Total
Institutional Outflows
(last 12 months)
$4.60B
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MBB Institutional Buying and Selling by Quarter

iShares MBS ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Blair William & Co. IL6,699$619K0.0%+147.0%0.002%
5/9/2024Orion Portfolio Solutions LLC105,938$9.79M0.1%+5.4%0.033%
5/9/2024Renasant Bank27,929$2.58M1.8%-5.7%0.009%
5/9/2024Kingsview Wealth Management LLC187,108$17.29M0.4%+4.9%0.058%
5/9/2024Clearwater Capital Advisors LLC245,571$22.70M2.4%+10.3%0.076%
5/9/2024SageView Advisory Group LLC14,120$1.31M0.1%+322.9%0.004%
5/9/2024MB Generational Wealth LLC18,155$1.68M1.5%N/A0.006%
5/9/2024Charles Schwab Investment Advisory Inc.5,368,826$496.19M0.7%-1.7%1.659%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.443,400$40.98M0.1%-6.8%0.137%
5/9/2024Koshinski Asset Management Inc.5,018$464K0.0%+15.3%0.002%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.383,780$35.47M0.1%N/A0.119%
5/8/2024West Wealth Group LLC36,218$3.35M1.2%-29.5%0.011%
5/8/2024Sheets Smith Wealth Management34,683$3.21M0.4%-4.9%0.011%
5/8/2024TSA Wealth Managment LLC92,229$8.52M3.7%+2.5%0.029%
5/8/2024Avantax Advisory Services Inc.123,372$11.40M0.1%+7.9%0.038%
5/8/2024US Bancorp DE604,430$55.86M0.1%-70.7%0.187%
5/8/2024 Watershed Private Wealth LLC21,214$1.96M0.9%N/A0.007%
5/8/2024 Headlands Technologies LLC592$55K0.0%N/A0.000%
5/8/2024 Legacy Capital Group California Inc.6,891$637K0.2%-4.7%0.002%
5/8/2024 New Republic Capital LLC2,636$244K0.2%+5.0%0.001%
5/8/2024 Semus Wealth Partners LLC4,160$384K0.3%-9.0%0.001%
5/7/2024 Verus Capital Partners LLC19,162$1.77M0.2%+37.1%0.006%
5/7/2024 NorthRock Partners LLC6,656$626K0.1%-47.6%0.002%
5/7/2024 Sei Investments Co.1,976,660$182.68M0.3%+5.3%0.611%
5/7/2024 Concurrent Investment Advisors LLC40,742$3.77M0.1%+56.5%0.013%
5/7/2024 Atomi Financial Group Inc.39,010$3.61M0.3%+60.2%0.012%
5/7/2024 WealthPLAN Partners LLC17,174$1.59M0.2%+5.1%0.005%
5/7/2024 BOS Asset Management LLC3,448$319K0.2%-51.1%0.001%
5/7/2024 Bernardo Wealth Planning LLC55,106$5.09M1.4%+12.0%0.017%
5/7/2024 EQ LLC2,378$220K0.1%N/A0.001%
5/7/2024 Shared Vision Wealth Group LLC68,051$6.29M3.9%+17.4%0.021%
5/7/2024 Oppenheimer Asset Management Inc.30,999$2.87M0.0%+32.6%0.010%
5/7/2024 PFG Advisors3,356$310K0.0%-14.5%0.001%
5/7/2024 Oppenheimer & Co. Inc.15,339$1.42M0.0%+14.5%0.005%
5/7/2024 Spectrum Investment Advisors Inc.75,283$6.96M5.1%+2.0%0.023%
5/7/2024 Moneda S.A. Administradora General de Fondos8,406$777K0.4%-3.7%0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.2,792,215$258.06M1.0%+6.3%0.863%
5/6/2024 Leuthold Group LLC132,067$12.21M1.4%-2.5%0.041%
5/6/2024 Concord Investment Counsel Inc.7,881$728K0.3%N/A0.002%
5/6/2024 Advisory Services Network LLC53,595$4.95M0.1%+21.9%0.017%
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5/6/2024 Sensible Financial Planning & Management LLC.635,717$58.75M13.0%+4.6%0.196%
5/6/2024 W.H. Cornerstone Investments Inc.3,432$317K0.2%-39.8%0.001%
5/6/2024 Advisory Alpha LLC6,384$590K0.0%-5.1%0.002%
5/4/2024 Beacon Bridge Wealth Partners LLC119,027$11M5.2%+7.7%0.037%
5/4/2024 Geneos Wealth Management Inc.85,808$7.93M0.4%-20.5%0.027%
5/4/2024 Riggs Asset Managment Co. Inc.19,695$1.82M0.5%-7.1%0.006%
5/4/2024 Csenge Advisory Group31,028$2.87M0.2%+14.2%0.010%
5/4/2024 Richardson Financial Services Inc.2,537$234K0.2%+65.1%0.001%
5/3/2024 FDx Advisors Inc.201,035$18.58M2.8%-3.5%0.062%
5/3/2024 Avidian Wealth Solutions LLC610,959$56.47M2.7%+8.4%0.189%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors45,504$4.21M0.5%+2.4%0.014%
5/3/2024 Rehmann Capital Advisory Group82,639$7.64M0.6%+9.2%0.026%
5/3/2024 BCU Wealth Advisors LLC13,293$1.23M1.0%+15.6%0.004%
5/3/2024 Lutz Financial Services LLC303,450$28.05M2.4%+134.5%0.094%
5/3/2024Delphi Financial Group Inc.15,500$1.43M0.9%-24.4%0.005%
5/3/2024 Proficio Capital Partners LLC100,968$9.33M1.0%N/A0.031%
5/3/2024 Liberty Wealth Management LLC58,200$5.37M1.0%-22.2%0.018%
5/3/2024 Smith Salley Wealth Management40,104$3.71M0.3%N/A0.012%
5/3/2024 Absolute Capital Management LLC6,248$577K0.4%-5.1%0.002%
5/2/2024 Mutual Advisors LLC37,423$3.46M0.1%+6.7%0.012%
5/2/2024 Diversified LLC9,847$910K0.1%+17.1%0.003%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC47,582$4.40M0.1%-2.9%0.015%
5/2/2024 Financial Counselors Inc.22,598$2.09M0.0%+1.8%0.007%
5/2/2024 AAFMAA Wealth Management & Trust LLC64,751$5.98M3.3%+13.4%0.020%
5/2/2024 Adapt Wealth Advisors LLC61,497$5.68M4.0%N/A0.019%
5/2/2024 Graypoint LLC54,008$4.99M0.4%+4.6%0.017%
5/2/2024 Haverford Trust Co540,307$49.94M0.5%+0.4%0.167%
5/2/2024 Lincoln National Corp63,471$5.87M0.1%+71.6%0.020%
5/2/2024 Fidelis Capital Partners LLC8,558$791K0.1%+101.9%0.003%
5/2/2024 Goelzer Investment Management Inc.153,511$14.19M0.8%+29.4%0.047%
5/2/2024 BNP Paribas12,000$1.11M0.1%N/A0.004%
5/2/2024 Choreo LLC47,380$4.38M0.1%-20.8%0.015%
5/2/2024 Palisade Asset Management LLC792$73K0.0%N/A0.000%
5/1/2024 Resonant Capital Advisors LLC4,123$381K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC1,334,126$123.30M0.4%+1.1%0.412%
5/1/2024 BNP Paribas Financial Markets72,203$6.67M0.0%+26.7%0.022%
5/1/2024 Blue Trust Inc.1,480,433$136.82M1.9%+2.6%0.457%
5/1/2024 Mirae Asset Global Investments Co. Ltd.504,771$46.65M0.1%-6.5%0.156%
5/1/2024 Concourse Financial Group Securities Inc.237,239$21.93M1.4%+2.9%0.073%
5/1/2024 Sequoia Financial Advisors LLC17,986$1.66M0.0%-5.7%0.006%
5/1/2024 Lineweaver Wealth Advisors LLC138,550$12.81M3.0%+4.9%0.043%
5/1/2024 Diversify Advisory Services LLC38,883$3.56M0.2%N/A0.012%
4/30/2024 Private Advisor Group LLC151,354$13.99M0.1%-3.2%0.049%
4/30/2024 J.W. Cole Advisors Inc.6,566$607K0.0%-1.7%0.002%
4/30/2024 SWS Partners8,202$758K0.2%+4.8%0.003%
4/30/2024 MA Private Wealth43,329$4.00M0.8%+684.7%0.014%
4/30/2024 HB Wealth Management LLC2,938$272K0.0%N/A0.001%
4/30/2024Concord Wealth Partners1,050$97K0.0%-37.8%0.000%
4/30/2024 True Vision MN LLC45,594$4.09M2.9%+25.8%0.015%
4/30/2024 Wooster Corthell Wealth Management Inc.102,218$9.45M2.2%+3.5%0.033%
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4/30/2024 Perigon Wealth Management LLC142,901$13.21M0.4%-1.2%0.046%
4/30/2024 Hutchens & Kramer Investment Management Group LLC3,803$348K0.2%N/A0.001%
4/30/2024 Mayflower Financial Advisors LLC29,809$2.76M0.2%+13.5%0.010%
4/30/2024 Allspring Global Investments Holdings LLC288,623$26.68M0.0%+3.7%0.093%
4/29/2024Commonwealth Equity Services LLC675,712$62.45M0.1%-6.6%0.218%
4/29/2024 FAS Wealth Partners Inc.4,593$425K0.0%-9.4%0.001%
4/29/2024 Boyd Watterson Asset Management LLC OH52,275$4.83M1.7%-17.9%0.017%
4/29/2024 Principal Financial Group Inc.6,448$596K0.0%+3.7%0.002%
4/29/2024 Sierra Capital LLC21,124$1.95M0.3%-12.7%0.007%
4/29/2024 RWA Wealth Partners LLC2,278,662$210.59M2.8%+1.9%0.736%
(Data available from 1/1/2016 forward)

MBB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBB shares?

During the previous two years, 988 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($5.85B), JPMorgan Chase & Co. ($2.42B), Envestnet Asset Management Inc. ($2.01B), LPL Financial LLC ($1.47B), Ameriprise Financial Inc. ($1.18B), Morgan Stanley ($695.88M), and BlackRock Inc. ($619.45M).Learn more on MBB's institutional investors.

What percentage of iShares MBS ETF stock is owned by institutional investors?

91.70% of iShares MBS ETF stock is owned by institutional investors. Learn more on MBB's institutional investor holdings.

Which institutional investors have been buying iShares MBS ETF stock?

Of the 868 institutional investors that purchased iShares MBS ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($19.55M), JPMorgan Chase & Co. ($13.83M), LPL Financial LLC ($13.16M), Bank of America Corp DE ($4.96M), US Bancorp DE ($4.49M), TIAA Trust National Association ($4.22M), and Jane Street Group LLC ($3.19M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 152,752,376 shares in the last 24 months. This purchase volume represents approximately $23.56B in transactions.

Which iShares MBS ETF major shareholders have been selling company stock?

Of the 606 institutional investors that sold iShares MBS ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($18.18M), Envestnet Asset Management Inc. ($9.31M), US Bancorp DE ($4.17M), State of Tennessee Treasury Department ($2.41M), Thrivent Financial for Lutherans ($2.00M), CFS Investment Advisory Services LLC ($1.47M), and CWM LLC ($1.23M).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 67,301,720 shares in the last 24 months. This volume of shares sold represents approximately $10.18B in transactions.


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This page (NASDAQ:MBB) was last updated on 5/9/2024 by MarketBeat.com Staff

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