Free Trial

iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$93.13 +0.21 (+0.23%)
Closing price 04:00 PM Eastern
Extended Trading
$93.58 +0.45 (+0.48%)
As of 06:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
91.70%
Number of
Institutional Buyers
(last 12 months)
747
Total
Institutional Inflows
(last 12 months)
$8.42B
Number of
Institutional Sellers
(last 12 months)
525
Total
Institutional Outflows
(last 12 months)
$2.36B
Get MBB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MBS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MBB Institutional Buying and Selling by Quarter

iShares MBS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Community Bank N.A.23,019$2.16M0.3%+33.4%0.005%
7/25/2025Northwest Capital Management Inc40,643$3.82M2.1%-34.1%0.010%
7/25/2025NorthRock Partners LLC13,878$1.30M0.0%+7.2%0.003%
7/25/2025Atria Wealth Solutions Inc.202,581$19.00M0.4%-34.9%0.048%
7/25/2025Envestnet Portfolio Solutions Inc.1,887,625$177.23M0.7%-9.3%0.450%
7/25/2025Sequoia Financial Advisors LLC45,924$4.31M0.0%-1.8%0.011%
7/25/2025Total Clarity Wealth Management Inc.2,207$207K0.1%N/A0.001%
7/25/2025Lion Street Advisors LLC20,455$1.92M0.6%+9.0%0.005%
7/25/2025MGO One Seven LLC18,773$1.76M0.1%+218.0%0.004%
7/25/2025ONE Advisory Partners LLC5,066$471K0.2%+13.0%0.001%
7/25/2025Allspring Global Investments Holdings LLC196,005$18.40M0.0%+0.8%0.047%
7/25/2025RHS Financial LLC19,212$1.80M1.0%+17.9%0.005%
7/25/2025Clarendon Private LLC10,479$984K0.9%+5.3%0.003%
7/25/2025LRI Investments LLC320$30K0.0%N/A0.000%
7/25/2025CWM LLC1,937,822$181.94M0.6%-4.1%0.462%
7/25/2025Lodestar Private Asset Management LLC19,301$1.81M0.2%-6.2%0.005%
7/25/2025Concurrent Investment Advisors LLC30,785$2.89M0.1%+57.1%0.007%
7/25/2025Apollon Wealth Management LLC32,659$3.07M0.1%+7.1%0.008%
7/25/2025Natural Investments LLC7,273$682K0.2%-24.2%0.002%
7/25/2025Richardson Financial Services Inc.991$93K0.1%-42.2%0.000%
7/24/2025 Comprehensive Money Management Services LLC3,515$330K0.3%-9.5%0.001%
7/24/2025 Lindenwold Advisors INC67,783$6.36M3.3%+12.0%0.016%
7/24/2025 JB Capital LLC286,448$26.90M1.3%+5.7%0.068%
7/24/2025 Blue Trust Inc.1,243,071$116.71M1.4%-1.6%0.297%
7/24/2025 Robertson Stephens Wealth Management LLC12,296$1.15M0.0%-2.4%0.003%
7/24/2025 Endeavor Private Wealth Inc.32,235$3.03M1.4%+13.5%0.008%
7/24/2025 Cyndeo Wealth Partners LLC8,512$799K0.0%+13.9%0.002%
7/24/2025 Galvin Gaustad & Stein LLC242,135$22.73M2.0%+1.8%0.058%
7/24/2025 M1 Capital Management LLC12,131$1.14M0.6%+1.5%0.003%
7/24/2025 McKinley Carter Wealth Services Inc.50,674$4.76M0.3%-1.2%0.012%
7/24/2025 Coordinated Financial Services Inc.19,363$1.82M1.3%N/A0.005%
7/24/2025 Vantage Point Financial LLC3,702$348K0.2%+4.0%0.001%
7/24/2025 Beacon Bridge Wealth Partners LLC106,087$9.96M4.0%-2.1%0.025%
7/24/2025 MA Private Wealth22,214$2.09M0.4%-4.6%0.005%
7/24/2025 Blair William & Co. IL4,780$449K0.0%-29.6%0.001%
7/24/2025 MSH Capital Advisors LLC9,784$919K0.3%+36.6%0.002%
7/24/2025 US Bancorp DE462,897$43.46M0.1%-2.7%0.110%
7/23/2025 Columbus Macro LLC60,603$5.69M0.7%+15.3%0.014%
7/23/2025 Optas LLC63,975$6.01M1.1%-5.5%0.015%
7/23/2025 Clear Creek Financial Management LLC5,310$499K0.0%-48.0%0.001%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
7/23/2025 Ignite Planners LLC3,077$286K0.0%+26.2%0.001%
7/23/2025 Dohj LLC129,231$11.94M3.2%+98.4%0.031%
7/23/2025 Lakeshore Capital Group Inc.14,977$1.41M1.2%-1.3%0.004%
7/23/2025 Proffitt & Goodson Inc.42,913$4.03M0.6%-2.9%0.010%
7/23/2025 Sax Wealth Advisors LLC5,286$496K0.0%N/A0.001%
7/23/2025 Friedenthal Financial3,951$371K0.2%-3.5%0.001%
7/23/2025 Watershed Private Wealth LLC9,458$888K0.3%+1.5%0.002%
7/23/2025 DMC Group LLC16,359$1.54M1.2%-5.2%0.004%
7/23/2025 Bellevue Asset Management LLC1,084$102K0.0%+2,752.6%0.000%
7/23/2025 Kingswood Wealth Advisors LLC4,502$423K0.0%-23.7%0.001%
7/23/2025 Sachetta LLC34,872$3.27M1.3%-4.2%0.008%
7/23/2025 True Vision MN LLC47,796$4.49M2.5%-0.6%0.011%
7/23/2025 Tyche Wealth Partners LLC6,440$605K0.1%N/A0.002%
7/23/2025 Avantra Family Wealth Inc.3,380$317K0.3%-30.6%0.001%
7/23/2025 Bingham Private Wealth LLC19,292$1.81M1.7%+8.3%0.005%
7/23/2025 SteelPeak Wealth LLC163,271$15.33M0.6%+1.1%0.039%
7/23/2025 Heck Capital Advisors LLC66,928$6.28M0.5%N/A0.016%
7/23/2025 KPP Advisory Services LLC3,654$343K0.1%-3.4%0.001%
7/23/2025 Prime Capital Investment Advisors LLC68,835$6.46M0.1%-25.7%0.016%
7/22/2025 Belpointe Asset Management LLC58,332$5.48M0.2%+21.2%0.014%
7/22/2025 Duncan Williams Asset Management LLC39,026$3.66M0.6%N/A0.009%
7/22/2025 DAVENPORT & Co LLC7,323$688K0.0%+9.2%0.002%
7/22/2025 Global Assets Advisory LLC8,427$788K0.3%-60.4%0.002%
7/22/2025 Merit Financial Group LLC1,139,622$107.00M1.2%+6.1%0.272%
7/22/2025 Beacon Financial Advisory LLC7,604$714K0.2%+8.8%0.002%
7/22/2025 Kickstand Ventures LLC.39,026$3.66M0.9%-9.1%0.009%
7/22/2025 Simplicity Wealth LLC82,498$7.75M0.3%+112.1%0.020%
7/22/2025 Sutton Place Investors LLC9,166$861K0.5%-5.3%0.002%
7/22/2025 Wealthcare Advisory Partners LLC8,424$791K0.0%+5.4%0.002%
7/22/2025 Berger Financial Group Inc2,766$260K0.0%-17.7%0.001%
7/22/2025 BridgePort Financial Solutions LLC4,674$439K0.1%+12.8%0.001%
7/22/2025 Firethorn Wealth Partners LLC13,178$1.24M0.5%-6.4%0.003%
7/22/2025 Bay Harbor Wealth Management LLC66,078$6.20M1.8%-5.7%0.016%
7/22/2025 Checchi Capital Advisers LLC139,979$13.14M0.7%-60.1%0.033%
7/22/2025 McNaughton Wealth Management LLC57,846$5.43M2.4%-1.3%0.014%
7/21/2025 Fairvoy Private Wealth LLC2,985$280K0.1%-38.4%0.001%
7/21/2025 Ascent Group LLC234,321$22M0.9%+5.7%0.056%
7/21/2025 New Century Financial Group LLC7,548$709K0.8%+5.8%0.002%
7/21/2025 Ameritas Advisory Services LLC2,639$248K0.0%+15.0%0.001%
7/21/2025 Quattro Financial Advisors LLC49,576$4.66M1.6%+64.6%0.012%
7/21/2025 Ashton Thomas Securities LLC37,680$3.54M0.9%+2.8%0.009%
7/21/2025 River Street Advisors LLC7,922$744K0.3%N/A0.002%
7/21/2025 Pacific Financial Group Inc.7,928$744K0.6%-19.4%0.002%
7/21/2025 Matauro LLC2,194$206K0.0%-33.9%0.001%
7/21/2025 Triad Wealth Partners LLC107,237$10.07M2.0%+27.2%0.026%
7/21/2025 Mirae Asset Global Investments Co. Ltd.1,373,804$128.99M0.4%+82.0%0.328%
7/21/2025 Jmac Enterprises LLC49,646$4.66M1.0%+12.0%0.012%
7/21/2025 Patriot Financial Group Insurance Agency LLC20,991$1.97M0.2%+2.5%0.005%
7/21/2025 Catalina Capital Group LLC4,887$459K0.3%+6.6%0.001%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC960,195$90.15M1.5%+2.0%0.229%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
7/18/2025 Naples Global Advisors LLC21,098$1.98M0.2%+13.2%0.005%
7/18/2025 Parsons Capital Management Inc. RI2,495$234K0.0%-8.9%0.001%
7/18/2025 Pure Financial Advisors LLC7,696$723K0.0%+62.7%0.002%
7/18/2025 RKL Wealth Management LLC203,761$19.13M1.7%-2.5%0.049%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.15,053$1.41M0.1%+4.9%0.004%
7/18/2025 Precision Wealth Strategies LLC4,732$444K0.1%N/A0.001%
7/18/2025 SOA Wealth Advisors LLC.893$84K0.0%N/A0.000%
7/18/2025 Client 1ST Advisory Group LLC36,918$3.47M1.3%+1.7%0.009%
7/18/2025 Bartlett & CO. Wealth Management LLC140,933$13.23M0.2%+2.0%0.034%
7/18/2025 Lynx Investment Advisory2,465$231K0.2%N/A0.001%
(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, 1,090 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 968 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 90,663,420 shares in the last 24 months. This purchase volume represents approximately $8.42B in transactions.

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

Of the 525 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. ($1.40M), 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 25,284,544 shares in the last 24 months. This volume of shares sold represents approximately $2.36B in transactions.



This page (NASDAQ:MBB) was last updated on 7/25/2025 by MarketBeat.com Staff
From Our Partners