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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$95.88 -0.01 (-0.01%)
Closing price 10/17/2025 04:00 PM Eastern
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$95.88 0.00 (-0.01%)
As of 10/17/2025 07:52 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)
781
Total
Institutional Inflows
(last 12 months)
$10.13B
Number of
Institutional Sellers
(last 12 months)
545
Total
Institutional Outflows
(last 12 months)
$2.66B
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Skip Chart & View Institutional Buying and Selling Data

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
10/17/2025Austin Private Wealth LLC154,866$14.74M1.1%-4.9%0.035%
10/17/2025Farmers & Merchants Investments Inc.114,275$10.87M0.3%-25.4%0.026%
10/17/2025Range Financial Group LLC14,826$1.41M0.5%+10.2%0.003%
10/17/2025Annex Advisory Services LLC860,417$81.87M1.7%N/A0.194%
10/17/2025Lakeshore Capital Group Inc.18,012$1.71M1.4%+20.3%0.004%
10/17/2025Financial Partners Group Inc6,308$600K0.1%+78.7%0.001%
10/17/2025Traveka Wealth LLC12,057$1.15M0.5%N/A0.003%
10/17/2025Optivise Advisory Services LLC13,658$1.30M0.8%-16.2%0.003%
10/17/20255T Wealth LLC30,145$2.87M1.3%+13.2%0.007%
10/17/2025Archford Capital Strategies LLC58,857$5.60M0.7%N/A0.013%
10/17/2025FSC Wealth Advisors LLC9,492$903K0.5%+10.9%0.002%
10/17/2025Perigon Wealth Management LLC117,031$11.14M0.2%+0.8%0.026%
10/17/2025Client 1ST Advisory Group LLC38,269$3.64M1.2%+3.7%0.009%
10/17/2025Sowell Financial Services LLC9,065$863K0.0%+4.5%0.002%
10/17/2025Ehrlich Financial Group2,701$257K0.2%-34.7%0.001%
10/17/2025Sovereign Financial Group Inc.7,558$719K0.1%+2.3%0.002%
10/17/2025Mayflower Financial Advisors LLC47,656$4.53M0.4%+10.3%0.011%
10/17/2025Alterna Wealth Management Inc.14,981$1.43M1.2%+19.4%0.003%
10/17/2025Apollon Wealth Management LLC43,003$4.09M0.1%+31.7%0.010%
10/16/2025 180 Wealth Advisors LLC7,723$735K0.1%+9.1%0.002%
10/16/2025 Lincoln Capital Corp73,640$7.01M2.5%+1.7%0.017%
10/16/2025 Columbus Macro LLC58,847$5.60M0.6%-2.9%0.013%
10/16/2025 Carnegie Investment Counsel249,475$23.74M0.4%+3.4%0.056%
10/16/2025 Stockman Wealth Management Inc.493,525$46.96M5.8%+16.4%0.111%
10/16/2025 Brian Low Financial Group LLC31,719$3.02M2.3%-4.8%0.007%
10/16/2025 HBW Advisory Services LLC2,133$203K0.0%-9.3%0.000%
10/16/2025 K2 Financial Inc.16,445$1.57M1.3%+5.9%0.004%
10/16/2025 DecisionMap Wealth Management LLC24,777$2.36M1.5%+2.6%0.006%
10/16/2025 Precision Wealth Strategies LLC4,460$424K0.1%-5.7%0.001%
10/16/2025 Blue Trust Inc.1,284,272$122.20M1.4%+3.3%0.289%
10/16/2025 Sheets Smith Wealth Management19,465$1.85M0.2%-2.6%0.004%
10/16/2025 Horst & Graben Wealth Management LLC220,241$20.96M3.2%+2.1%0.050%
10/16/2025 BCU Wealth Advisors LLC19,972$1.90M0.8%-7.1%0.004%
10/15/2025 CWM LLC1,902,903$181.06M0.5%-1.8%0.429%
10/15/2025 JGP Wealth Management LLC27,102$2.58M0.3%+44.7%0.006%
10/15/2025 FLP Wealth Management LLC4,472$426K0.4%+99.4%0.001%
10/15/2025 First PREMIER Bank1,345$128K0.0%+82.0%0.000%
10/15/2025 Harbor Capital Advisors Inc.1,707$162K0.0%+33.3%0.000%
10/15/2025 World Investment Advisors56,721$5.40M0.1%+1.3%0.013%
10/15/2025 Brookstone Capital Management298,881$28.44M0.3%+3.1%0.067%
10/15/2025 Private Trust Co. NA26,777$2.55M0.2%-21.9%0.006%
10/15/2025 Founders Financial Securities LLC4,197$399K0.0%+62.5%0.001%
10/15/2025 Friedenthal Financial47,536$4.52M2.3%+1,103.1%0.011%
10/15/2025 Optas LLC26,325$2.51M0.4%-58.9%0.006%
10/15/2025 Cypress Wealth Services LLC46,393$4.41M0.7%+2.0%0.010%
10/15/2025 DAVENPORT & Co LLC8,111$772K0.0%+10.8%0.002%
10/15/2025 Kelly Financial Services LLC105,682$10.06M2.6%+5.9%0.024%
10/14/2025 Tactive Advisors LLC4,794$456K0.1%+91.6%0.001%
10/14/2025 Apeiron RIA LLC50,447$4.81M1.1%+18.9%0.011%
10/14/2025 Voisard Asset Management Group Inc.144,619$13.76M3.2%+6.9%0.033%
10/14/2025 Trust Co. of Vermont864$82K0.0%N/A0.000%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC1,015,589$96.63M1.5%+5.8%0.229%
10/14/2025 Farther Finance Advisors LLC121,264$11.54M0.2%+10.2%0.027%
10/14/2025 Security Financial Services INC.121,000$11.51M1.9%+5.9%0.027%
10/14/2025 Confluence Investment Management LLC366,497$34.87M0.5%+27.1%0.083%
10/14/2025 LongView Wealth Management3,869$368K0.1%-3.5%0.001%
10/14/2025 Arvest Investments Inc.225,804$21.49M3.1%-7.3%0.051%
10/14/2025 Exchange Traded Concepts LLC590,583$56.19M0.5%+52.4%0.133%
10/14/2025 DB Fitzpatrick & Co Inc24,726$2.35M2.1%-2.1%0.006%
10/14/2025 Edge Wealth Management LLC80,590$7.67M1.4%-1.3%0.018%
10/10/2025 Diversified Enterprises LLC10,477$997K0.1%+3.2%0.002%
10/10/2025 Fifth Third Securities Inc.7,528$716K0.0%-46.1%0.002%
10/10/2025 Cornerstone Management Inc.126,141$12.00M2.0%+12.0%0.029%
10/10/2025 Sharkey Howes & Javer186,638$17.76M2.3%+4.2%0.043%
10/10/2025 Cyndeo Wealth Partners LLC8,659$824K0.0%+1.7%0.002%
10/10/2025 Quotient Wealth Partners LLC1,572,615$149.63M4.1%+5.4%0.358%
10/10/2025 Focus Financial Network Inc.43,386$4.13M0.1%+3.0%0.010%
10/10/2025 Signal Advisors Wealth LLC49,718$4.73M0.4%+10.2%0.011%
10/9/2025 Bartlett & CO. Wealth Management LLC141,122$13.43M0.2%+0.1%0.032%
10/9/2025 Independence Bank of Kentucky1,703$162K0.0%-10.7%0.000%
10/9/2025 AdvisorNet Financial Inc4,780$455K0.0%-5.5%0.001%
10/9/2025 Financial Enhancement Group LLC4,342$413K0.1%-5.8%0.001%
10/9/2025 Centurion Wealth Management LLC33,151$3.15M0.7%+5.7%0.008%
10/9/2025 IVC Wealth Advisors LLC5,519$525K0.2%+46.0%0.001%
10/9/2025 U.S. Capital Wealth Advisors LLC7,780$740K0.0%+4.5%0.002%
10/9/2025 Bay Harbor Wealth Management LLC68,500$6.52M1.8%+3.7%0.016%
10/9/2025 Voya Financial Advisors Inc.24,442$2.33M0.2%-65.2%0.006%
10/9/2025 Fermata Advisors LLC39,602$3.77M1.0%+43.4%0.009%
10/8/2025 Patriot Financial Group Insurance Agency LLC23,025$2.19M0.3%+9.7%0.005%
10/8/2025 Fiduciary Alliance LLC3,874$369K0.0%-11.5%0.001%
10/8/2025 RDA Financial Network19,607$1.87M0.5%+3.3%0.004%
10/8/2025 Firethorn Wealth Partners LLC13,486$1.28M0.5%+2.3%0.003%
10/8/2025 Retirement Wealth Solutions LLC8,543$813K0.5%+10.6%0.002%
10/8/2025 McNaughton Wealth Management LLC59,974$5.71M2.4%+3.7%0.014%
10/8/2025 Beacon Financial Group79,567$7.57M0.7%+19.8%0.018%
10/7/2025 Cooper Financial Group6,367$606K0.1%-5.0%0.001%
10/7/2025 Montecito Bank & Trust14,078$1.34M0.2%N/A0.003%
10/7/2025 Heritage Family Offices LLP6,568$625K0.3%+2.1%0.001%
10/7/2025 Acropolis Investment Management LLC9,467$889K0.0%+4.8%0.002%
10/7/2025 ST Germain D J Co. Inc.359,376$34.20M1.4%+3.8%0.082%
10/7/2025 Northside Capital Management LLC257,844$24.53M2.2%-3.0%0.059%
10/6/2025 Insight Wealth Strategies LLC41,244$3.92M0.5%-0.4%0.009%
10/6/2025 Grove Bank & Trust2,201$209K0.0%+12.2%0.001%
10/6/2025 Boltwood Capital Management128,790$12.25M3.3%+0.2%0.029%
10/2/2025 Capital Asset Advisory Services LLC2,733$260K0.0%N/A0.001%
10/1/2025 American National Bank of Texas25,079$2.39M2.2%N/A0.006%
9/26/2025Corient Private Wealth LLC439,274$41.24M0.1%+6.0%0.102%
9/25/2025CacheTech Inc.5,001$470K0.1%+2.9%0.001%
9/25/2025Adams Wealth Management5,001$470K0.1%+2.9%0.001%
9/22/2025GatePass Capital LLC3,096$291K0.2%+7.5%0.001%
(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, 1,081 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($6.04B), JPMorgan Chase & Co. ($4.74B), Envestnet Asset Management Inc. ($2.51B), LPL Financial LLC ($2.28B), TIAA Trust National Association ($2.25B), Fisher Asset Management LLC ($2.00B), and Ameriprise Financial Inc. ($1.31B).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 975 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. ($25.30M), TIAA Trust National Association ($23.97M), Jane Street Group LLC ($9.57M), LPL Financial LLC ($7.37M), Proficio Capital Partners LLC ($5.58M), Envestnet Asset Management Inc. ($4.32M), and Bank of America Corp DE ($3.62M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 108,729,398 shares in the last 24 months. This purchase volume represents approximately $10.13B in transactions.

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

Of the 544 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: State of Tennessee Department of Treasury ($2.51M), RWA Wealth Partners LLC ($2.18M), Envestnet Asset Management Inc. ($2.16M), Envestnet Portfolio Solutions Inc. ($1.40M), JPMorgan Chase & Co. ($1.23M), Hilton Capital Management LLC ($1.10M), and Dynasty Wealth Management LLC ($879.27K).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 28,439,353 shares in the last 24 months. This volume of shares sold represents approximately $2.66B in transactions.


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This page (NASDAQ:MBB) was last updated on 10/19/2025 by MarketBeat.com Staff
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