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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$93.42 -0.05 (-0.05%)
Closing price 04:00 PM Eastern
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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)
731
Total
Institutional Inflows
(last 12 months)
$8.39B
Number of
Institutional Sellers
(last 12 months)
515
Total
Institutional Outflows
(last 12 months)
$2.30B
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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
7/1/2025Confluence Investment Management LLC288,361$27.07M0.4%-0.8%0.073%
7/1/2025Private Client Services LLC2,987$280K0.1%N/A0.001%
7/1/2025Bush Investment Group LLC12,315$1.16M0.8%+1.2%0.003%
6/5/2025Cim LLC103,877$9.74M1.4%+2.2%0.026%
6/3/2025Invst LLC91,725$8.60M1.2%-37.5%0.023%
6/2/2025Modern Wealth Management LLC155,925$14.62M0.5%+14.4%0.040%
5/29/2025Apeiron RIA LLC39,562$3.71M1.1%+1.4%0.010%
5/27/2025Jacobi Capital Management LLC29,296$2.75M0.2%+6.8%0.007%
5/27/2025SWS Partners8,343$782K0.2%-10.4%0.002%
5/22/2025BOS Asset Management LLC13,374$1.25M0.4%-10.8%0.003%
5/22/2025Kilter Group LLC15,525$1.46M1.0%-33.5%0.004%
5/21/2025Geneos Wealth Management Inc.77,607$7.28M0.2%-9.0%0.020%
5/21/2025Schmidt P J Investment Management Inc.5,675$532K0.1%+38.5%0.001%
5/20/2025Acorns Advisers LLC294,708$27.64M0.3%+2.1%0.075%
5/20/2025Belpointe Asset Management LLC48,130$4.51M0.2%-1.0%0.012%
5/20/2025Focus Partners Wealth51,574$4.84M0.0%-3.2%0.013%
5/20/2025Flaharty Asset Management LLC359$34K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.313,107$29.36M1.2%+19.2%0.079%
5/19/2025Jane Street Group LLC949,675$89.06M0.0%+2,142.6%0.241%
5/19/2025Advisory Alpha LLC3,988$374K0.0%-32.5%0.001%
5/19/2025Client 1ST Advisory Group LLC36,316$3.41M1.3%-5.7%0.009%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,052,598$98.71M0.0%N/A0.267%
5/16/2025McIlrath & Eck LLC409$38K0.0%+128.5%0.000%
5/16/2025Semmax Financial Advisors Inc.43,840$4.06M1.1%+3.9%0.011%
5/16/2025Ascent Group LLC221,589$20.78M0.9%+136.7%0.056%
5/16/2025Meiji Yasuda Asset Management Co Ltd.78,627$7.37M0.3%-6.4%0.020%
5/16/2025Arete Wealth Advisors LLC14,142$1.33M0.1%+1.2%0.004%
5/16/2025Bell Investment Advisors Inc6,569$616K0.1%+4.5%0.002%
5/16/2025Signature Estate & Investment Advisors LLC3,263$306K0.0%+13.5%0.001%
5/16/2025Ashton Thomas Private Wealth LLC44,110$4.14M0.2%+5.1%0.011%
5/16/2025Goldman Sachs Group Inc.378,767$35.52M0.0%+13.0%0.096%
5/16/2025Kestra Investment Management LLC444,211$41.66M1.3%+64.1%0.113%
5/16/2025Cape Investment Advisory Inc.2,595$243K0.1%+49.7%0.001%
5/16/2025Jones Financial Companies Lllp79,645$7.99M0.0%+171.1%0.020%
5/16/2025Coordinated Financial Services Inc. CO18,760$1.76M1.3%N/A0.005%
5/16/2025Talon Private Wealth LLC341,297$31.94M4.3%-5.9%0.086%
5/16/2025Pinnacle Family Advisors LLC4,480$420K0.2%-10.6%0.001%
5/16/2025NewEdge Advisors LLC600,135$56.28M0.3%-12.6%0.152%
5/16/2025Integrated Wealth Concepts LLC249,569$23.41M0.3%+9.8%0.063%
5/16/2025Hancock Whitney Corp1,262,709$118.42M3.9%-6.2%0.320%
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5/16/2025Clark Capital Management Group Inc.22,768$2.14M0.0%N/A0.006%
5/16/2025Concorde Asset Management LLC15,247$1.41M0.8%-17.0%0.004%
5/16/2025Copperleaf Capital LLC21,584$2.02M1.2%-13.6%0.005%
5/16/2025Alliancebernstein L.P.664,846$62.35M0.0%-1.6%0.168%
5/16/2025AQR Capital Management LLC10,134$950K0.0%+11.4%0.003%
5/16/2025Ancora Advisors LLC69,905$6.56M0.1%+12.0%0.018%
5/16/2025Aprio Wealth Management LLC9,223$865K0.1%N/A0.002%
5/15/2025EP Wealth Advisors LLC10,440$979K0.0%-44.3%0.003%
5/15/2025Ashton Thomas Securities LLC36,670$3.44M1.0%-18.2%0.009%
5/15/2025Focus Partners Advisor Solutions LLC11,746$1.10M0.0%-10.3%0.003%
5/15/2025One Wealth Capital Management LLC20,572$1.93M1.0%-28.0%0.005%
5/15/2025Royal Bank of Canada1,732,721$162.49M0.0%-1.5%0.439%
5/15/2025Betterment LLC46,359$4.35M0.0%-48.3%0.012%
5/15/2025MAI Capital Management179,077$16.79M0.1%+10.0%0.045%
5/15/2025Calton & Associates Inc.3,671$344K0.1%N/A0.001%
5/15/2025Connecticut Wealth Management LLC2,465$231K0.0%N/A0.001%
5/15/2025Baird Financial Group Inc.257,793$24.18M0.0%+1.9%0.065%
5/15/2025The Manufacturers Life Insurance Company 432,688$40.58M0.0%+220.0%0.110%
5/15/2025Vermillion & White Wealth Management Group LLC834$78K0.1%-84.6%0.000%
5/15/2025WPG Advisers LLC1,183$111K0.1%N/A0.000%
5/15/2025Tortoise Investment Management LLC78,161$7.33M0.8%-33.0%0.020%
5/15/2025Oarsman Capital Inc.26,436$2.48M0.4%-20.9%0.007%
5/14/2025Paces Ferry Wealth Advisors LLC2,308$216K0.1%+5.4%0.001%
5/14/2025Triad Wealth Partners LLC84,330$7.91M2.5%-3.2%0.021%
5/14/2025CreativeOne Wealth LLC290,478$27.24M0.8%-12.6%0.074%
5/14/2025Redwood Investment Management LLC20,885$1.96M0.2%+12.4%0.005%
5/14/2025WCG Wealth Advisors LLC50,812$4.77M0.4%-22.1%0.013%
5/14/2025Jane Street Group LLC949,675$89.06M0.0%+2,142.6%0.241%
5/14/2025Talisman Wealth Advisors LLC2,535$238K0.2%-14.1%0.001%
5/14/2025Tandem Wealth Advisors LLC154,087$14.45M7.6%+0.8%0.039%
5/14/2025Comerica Bank117,272$11.00M0.0%-5.5%0.030%
5/14/2025Freedom Investment Management Inc.9,139$857K0.1%+44.2%0.002%
5/14/2025Synovus Financial Corp17,351$1.63M0.0%+5.5%0.004%
5/14/2025Cadence Bank7,844$736K0.1%N/A0.002%
5/14/2025Smartleaf Asset Management LLC67,177$6.29M0.6%+804.6%0.017%
5/14/2025Northwestern Mutual Wealth Management Co.373,502$35.03M0.0%+17.4%0.095%
5/14/2025Haverford Trust Co27,466$2.58M0.0%-1.7%0.007%
5/14/2025Heritage Wealth Partners LLC2,307$216K0.3%N/A0.001%
5/14/2025Van Hulzen Asset Management LLC23,605$2.21M0.2%-21.3%0.006%
5/14/2025Allstate Corp127,553$11.96M0.4%+37.8%0.032%
5/14/2025Kestra Advisory Services LLC161,321$15.13M0.1%-8.6%0.041%
5/14/2025Compound Planning Inc.98,495$9.24M0.4%+7.8%0.025%
5/14/2025Ameriprise Financial Inc.14,262,855$1.34B0.4%-1.8%3.615%
5/14/2025CW Advisors LLC52,443$4.92M0.1%-90.6%0.013%
5/14/2025Summit Financial LLC8,314$780K0.0%+18.8%0.002%
5/14/2025Dorsey & Whitney Trust CO LLC19,112$1.79M0.1%+13.9%0.005%
5/14/2025Capital Analysts LLC51,589$4.84M0.2%-6.0%0.013%
5/14/2025Tradition Wealth Management LLC28,575$2.68M0.2%-10.4%0.007%
5/14/2025Vertex Planning Partners LLC83,286$7.81M1.7%+4.3%0.021%
5/14/2025Venture Visionary Partners LLC4,325$406K0.0%-53.0%0.001%
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Click here for the names of our three top stocks to own this year (no purchase necessary).
5/14/2025Crabel Capital Management LLC19,716$1.85M2.0%N/A0.005%
5/14/2025JT Stratford LLC8,242$773K0.1%+10.0%0.002%
5/14/2025Sumitomo Mitsui Financial Group Inc.424,188$39.78M0.7%+3.3%0.107%
5/14/2025Hsbc Holdings PLC12,354$1.16M0.0%+15.0%0.003%
5/14/2025RWA Wealth Partners LLC1,415,635$132.76M1.7%-41.1%0.359%
5/14/2025Voisard Asset Management Group Inc.121,893$11.43M3.3%+48.5%0.031%
5/13/2025Aptus Capital Advisors LLC23,966$2.25M0.0%-11.5%0.006%
5/13/2025Northern Trust Corp395,198$37.06M0.0%-7.5%0.100%
5/13/2025Keystone Global Partners LLC478$45K0.0%N/A0.000%
5/13/2025Mill Creek Capital Advisors LLC516,949$48.48M1.2%+2.0%0.131%
(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, 1,086 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($6.97B), JPMorgan Chase & Co. ($4.76B), Envestnet Asset Management Inc. ($2.50B), LPL Financial LLC ($2.28B), Fisher Asset Management LLC ($1.81B), Ameriprise Financial Inc. ($1.34B), and Morgan Stanley ($695.88M).Learn more on iShares MBS ETF's institutional investors.

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

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

Which institutional investors have been buying iShares MBS ETF's stock?

Of the 962 institutional investors that purchased iShares MBS ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($26.88M), Jane Street Group LLC ($9.57M), LPL Financial LLC ($7.75M), Proficio Capital Partners LLC ($5.61M), TIAA Trust National Association ($5.34M), Envestnet Asset Management Inc. ($5.27M), and Essential Planning LLC. ($3.26M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 90,327,083 shares in the last 24 months. This purchase volume represents approximately $8.39B in transactions.

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

Of the 515 institutional investors that sold iShares MBS ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.16M), Bank of Montreal Can ($1.48M), Envestnet Portfolio Solutions Inc. ($1.20M), RWA Wealth Partners LLC ($987.72K), JPMorgan Chase & Co. ($966.21K), State of Michigan Retirement System ($965.80K), and Dynasty Wealth Management LLC ($879.27K).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 24,682,276 shares in the last 24 months. This volume of shares sold represents approximately $2.30B in transactions.


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This page (NASDAQ:MBB) was last updated on 7/2/2025 by MarketBeat.com Staff
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