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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$92.05 -0.26 (-0.28%)
As of 05/20/2025 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)
732
Total
Institutional Inflows
(last 12 months)
$8.47B
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
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%
5/20/2025 Focus 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%
5/19/2025 Jane Street Group LLC949,675$89.06M0.0%+2,142.6%0.241%
5/19/2025 Advisory Alpha LLC3,988$374K0.0%-32.5%0.001%
5/19/2025 Client 1ST Advisory Group LLC36,316$3.41M1.3%-5.7%0.009%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,052,598$98.71M0.0%N/A0.267%
5/16/2025 McIlrath & Eck LLC409$38K0.0%+128.5%0.000%
5/16/2025 Semmax Financial Advisors Inc.43,840$4.06M1.1%+3.9%0.011%
5/16/2025 Ascent Group LLC221,589$20.78M0.9%+136.7%0.056%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.78,627$7.37M0.3%-6.4%0.020%
5/16/2025 Arete Wealth Advisors LLC14,142$1.33M0.1%+1.2%0.004%
5/16/2025 Bell Investment Advisors Inc6,569$616K0.1%+4.5%0.002%
5/16/2025 Signature Estate & Investment Advisors LLC3,263$306K0.0%+13.5%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC44,110$4.14M0.2%+5.1%0.011%
5/16/2025 Goldman Sachs Group Inc.378,767$35.52M0.0%+13.0%0.096%
5/16/2025 Kestra Investment Management LLC444,211$41.66M1.3%+64.1%0.113%
5/16/2025 Cape Investment Advisory Inc.2,595$243K0.1%+49.7%0.001%
5/16/2025 Jones Financial Companies Lllp79,645$7.99M0.0%+171.1%0.020%
5/16/2025 Coordinated Financial Services Inc. CO18,760$1.76M1.3%N/A0.005%
5/16/2025 Talon Private Wealth LLC341,297$31.94M4.3%-5.9%0.086%
5/16/2025 Pinnacle Family Advisors LLC4,480$420K0.2%-10.6%0.001%
5/16/2025 NewEdge Advisors LLC600,135$56.28M0.3%-12.6%0.152%
5/16/2025 Integrated Wealth Concepts LLC249,569$23.41M0.3%+9.8%0.063%
5/16/2025 Hancock Whitney Corp1,262,709$118.42M3.9%-6.2%0.320%
5/16/2025 Clark Capital Management Group Inc.22,768$2.14M0.0%N/A0.006%
5/16/2025 Concorde Asset Management LLC15,247$1.41M0.8%-17.0%0.004%
5/16/2025 Copperleaf Capital LLC21,584$2.02M1.2%-13.6%0.005%
5/16/2025 Alliancebernstein L.P.664,846$62.35M0.0%-1.6%0.168%
5/16/2025 AQR Capital Management LLC10,134$950K0.0%+11.4%0.003%
5/16/2025 Ancora Advisors LLC69,905$6.56M0.1%+12.0%0.018%
5/16/2025 Aprio Wealth Management LLC9,223$865K0.1%N/A0.002%
5/15/2025 EP Wealth Advisors LLC10,440$979K0.0%-44.3%0.003%
5/15/2025 Ashton Thomas Securities LLC36,670$3.44M1.0%-18.2%0.009%
5/15/2025 Focus Partners Advisor Solutions LLC11,746$1.10M0.0%-10.3%0.003%
5/15/2025 One Wealth Capital Management LLC20,572$1.93M1.0%-28.0%0.005%
5/15/2025 Royal Bank of Canada1,732,721$162.49M0.0%-1.5%0.439%
5/15/2025 Betterment LLC46,359$4.35M0.0%-48.3%0.012%
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5/15/2025 MAI Capital Management179,077$16.79M0.1%+10.0%0.045%
5/15/2025 Calton & Associates Inc.3,671$344K0.1%N/A0.001%
5/15/2025 Connecticut Wealth Management LLC2,465$231K0.0%N/A0.001%
5/15/2025 Baird Financial Group Inc.257,793$24.18M0.0%+1.9%0.065%
5/15/2025 The Manufacturers Life Insurance Company 432,688$40.58M0.0%+220.0%0.110%
5/15/2025 Vermillion & White Wealth Management Group LLC834$78K0.1%-84.6%0.000%
5/15/2025 WPG Advisers LLC1,183$111K0.1%N/A0.000%
5/15/2025 Tortoise Investment Management LLC78,161$7.33M0.8%-33.0%0.020%
5/15/2025 Oarsman Capital Inc.26,436$2.48M0.4%-20.9%0.007%
5/14/2025 Paces Ferry Wealth Advisors LLC2,308$216K0.1%+5.4%0.001%
5/14/2025 Triad Wealth Partners LLC84,330$7.91M2.5%-3.2%0.021%
5/14/2025 CreativeOne Wealth LLC290,478$27.24M0.8%-12.6%0.074%
5/14/2025 Redwood Investment Management LLC20,885$1.96M0.2%+12.4%0.005%
5/14/2025 WCG Wealth Advisors LLC50,812$4.77M0.4%-22.1%0.013%
5/14/2025 Jane Street Group LLC949,675$89.06M0.0%+2,142.6%0.241%
5/14/2025 Talisman Wealth Advisors LLC2,535$238K0.2%-14.1%0.001%
5/14/2025 Tandem Wealth Advisors LLC154,087$14.45M7.6%+0.8%0.039%
5/14/2025 Comerica Bank117,272$11.00M0.0%-5.5%0.030%
5/14/2025 Freedom Investment Management Inc.9,139$857K0.1%+44.2%0.002%
5/14/2025 Synovus Financial Corp17,351$1.63M0.0%+5.5%0.004%
5/14/2025 Cadence Bank7,844$736K0.1%N/A0.002%
5/14/2025 Smartleaf Asset Management LLC67,177$6.29M0.6%+804.6%0.017%
5/14/2025 Northwestern Mutual Wealth Management Co.373,502$35.03M0.0%+17.4%0.095%
5/14/2025 Haverford Trust Co27,466$2.58M0.0%-1.7%0.007%
5/14/2025 Heritage Wealth Partners LLC2,307$216K0.3%N/A0.001%
5/14/2025 Van Hulzen Asset Management LLC23,605$2.21M0.2%-21.3%0.006%
5/14/2025 Allstate Corp127,553$11.96M0.4%+37.8%0.032%
5/14/2025 Kestra Advisory Services LLC161,321$15.13M0.1%-8.6%0.041%
5/14/2025 Compound Planning Inc.98,495$9.24M0.4%+7.8%0.025%
5/14/2025 Ameriprise Financial Inc.14,262,855$1.34B0.4%-1.8%3.615%
5/14/2025 CW Advisors LLC52,443$4.92M0.1%-90.6%0.013%
5/14/2025 Summit Financial LLC8,314$780K0.0%+18.8%0.002%
5/14/2025 Dorsey & Whitney Trust CO LLC19,112$1.79M0.1%+13.9%0.005%
5/14/2025 Capital Analysts LLC51,589$4.84M0.2%-6.0%0.013%
5/14/2025 Tradition Wealth Management LLC28,575$2.68M0.2%-10.4%0.007%
5/14/2025 Vertex Planning Partners LLC83,286$7.81M1.7%+4.3%0.021%
5/14/2025 Venture Visionary Partners LLC4,325$406K0.0%-53.0%0.001%
5/14/2025 Crabel Capital Management LLC19,716$1.85M2.0%N/A0.005%
5/14/2025 JT Stratford LLC8,242$773K0.1%+10.0%0.002%
5/14/2025 Sumitomo Mitsui Financial Group Inc.424,188$39.78M0.7%+3.3%0.107%
5/14/2025 Hsbc Holdings PLC12,354$1.16M0.0%+15.0%0.003%
5/14/2025 RWA Wealth Partners LLC1,415,635$132.76M1.7%-41.1%0.359%
5/14/2025 Voisard Asset Management Group Inc.121,893$11.43M3.3%+48.5%0.031%
5/13/2025 Aptus Capital Advisors LLC23,966$2.25M0.0%-11.5%0.006%
5/13/2025 Northern Trust Corp395,198$37.06M0.0%-7.5%0.100%
5/13/2025 Keystone Global Partners LLC478$45K0.0%N/A0.000%
5/13/2025 Mill Creek Capital Advisors LLC516,949$48.48M1.2%+2.0%0.131%
5/13/2025 Steward Partners Investment Advisory LLC66,062$6.20M0.1%-20.9%0.017%
5/13/2025 Raymond James Financial Inc.1,421,953$133.35M0.1%+13.0%0.360%
5/13/2025 Cresset Asset Management LLC25,949$2.43M0.0%+1.3%0.007%
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5/13/2025 Gen Wealth Partners Inc11,818$1.11M0.5%+3.4%0.003%
5/13/2025 Wealthedge Investment Advisors LLC3,213$301K0.1%-36.4%0.001%
5/13/2025 EverSource Wealth Advisors LLC118,638$11.13M0.6%+4.4%0.030%
5/13/2025 High Falls Advisors Inc144,483$13.55M3.2%-16.8%0.037%
5/13/2025 Horizon Investments LLC2,890$269K0.0%+64.5%0.001%
5/13/2025 Trivium Point Advisory LLC15,737$1.48M0.2%+39.0%0.004%
5/13/2025 Kovitz Investment Group Partners LLC766,393$71.87M0.4%-4.1%0.194%
5/13/2025 Vestmark Advisory Solutions Inc.47,178$4.42M0.1%N/A0.012%
5/13/2025 MSH Capital Advisors LLC7,162$672K0.2%+108.6%0.002%
5/13/2025 Resona Asset Management Co. Ltd.148,485$13.93M0.1%-9.7%0.038%
(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 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 964 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: 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 157,870,567 shares in the last 24 months. This purchase volume represents approximately $14.66B in transactions.

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

Of the 683 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: Envestnet Asset Management Inc. ($11.29M), JPMorgan Chase & Co. ($5.94M), State of Tennessee Treasury Department ($2.41M), Osaic Holdings Inc. ($1.67M), US Bancorp DE ($1.54M), Bank of Montreal Can ($1.48M), and CWM LLC ($1.44M).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 59,097,928 shares in the last 24 months. This volume of shares sold represents approximately $5.44B in transactions.


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This page (NASDAQ:MBB) was last updated on 5/21/2025 by MarketBeat.com Staff
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