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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$94.31 +0.16 (+0.17%)
As of 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)
825
Total
Institutional Inflows
(last 12 months)
$7.56B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$6.07B
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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
5/5/2026Bank of New York Mellon Corp2,314,725$219.78M0.0%+9.5%0.573%
5/5/2026Theory Financial LLC111,949$10.63M3.7%+1.2%0.028%
5/5/2026Geneos Wealth Management Inc.156,532$14.86M0.3%+35.5%0.039%
5/5/2026Advisors Preferred LLC53,155$5.05M0.7%+25.9%0.013%
5/5/2026Sanctuary Advisors LLC327,194$31.07M0.2%+3.9%0.081%
5/5/2026Sigma Planning Corp13,542$1.29M0.0%+14.7%0.003%
5/5/2026Mill Capital Management LLC2,584$245K0.0%+25.4%0.001%
5/5/2026Checchi Capital Advisers LLC147,860$14.04M0.7%+1.8%0.037%
5/5/2026Wealthgarden F.S. LLC8,434$801K0.5%-8.3%0.002%
5/5/2026Nwam LLC9,081$862K0.0%+14.1%0.002%
5/5/2026Hillsdale Investment Management Inc.3,430$326K0.0%+41.2%0.001%
5/4/2026Summit Wealth Group LLC10,585$1.01M0.2%-2.8%0.003%
5/4/2026Legacy Capital Group California Inc.4,583$435K0.2%-6.9%0.001%
5/4/2026Lutz Financial Services LLC631,850$59.99M4.0%+5.7%0.156%
5/4/2026Bryn Mawr Trust Advisors LLC4,111$390K0.0%+93.1%0.001%
5/4/2026Northland Securities Inc.3,055$290K0.3%+26.1%0.001%
5/4/2026Vantage Point Financial LLC5,456$518K0.2%+5.0%0.001%
5/4/2026Uptick Partners LLC7,962$756K0.2%+30.9%0.002%
5/4/2026Lifeworks Advisors LLC186,396$17.70M2.3%-0.9%0.046%
5/4/2026Procyon Advisors LLC83,909$7.97M0.1%-7.2%0.021%
5/2/2026 CAP Partners LLC16,214$1.54M0.9%+8.1%0.004%
5/2/2026 Global Assets Advisory LLC18,251$1.73M0.4%+45.4%0.005%
5/2/2026 Diversify Wealth Management LLC73,404$6.95M0.1%+81.2%0.018%
5/2/2026 Carnegie Investment Counsel256,676$24.37M0.5%+1.6%0.064%
5/2/2026 UNIVEST FINANCIAL Corp42,806$4.06M0.2%+13.3%0.011%
5/1/2026 180 Wealth Advisors LLC7,673$729K0.1%+2.0%0.002%
5/1/2026 Ferguson Wellman Capital Management Inc.1,462,193$138.84M1.9%N/A0.362%
5/1/2026 Midwest Trust Co24,146$2.29M0.0%+547.9%0.006%
5/1/2026 Fifth Third Bancorp171,874$16.32M0.0%+11,584.2%0.043%
5/1/2026 Sovran Advisors LLC65,238$6.18M0.5%+47.6%0.016%
5/1/2026 Sachetta LLC35,932$3.41M1.8%+1.1%0.009%
5/1/2026 WealthShield Partners LLC44,766$4.25M0.5%+4.5%0.011%
5/1/2026 TSA Wealth Managment LLC103,238$9.80M3.2%+6.5%0.026%
5/1/2026 Darwin Wealth Management LLC80,927$7.68M2.4%N/A0.020%
5/1/2026 Simplicity Wealth LLC48,651$4.62M0.3%+9.1%0.012%
5/1/2026 Petix & Botte Co4,260$404K0.1%-5.9%0.001%
5/1/2026 Sequoia Financial Advisors LLC24,156$2.29M0.0%-28.3%0.006%
5/1/2026 Manning & Napier Advisors LLC195,078$18.52M0.3%-12.8%0.048%
5/1/2026 DMC Group LLC13,728$1.30M0.9%-6.2%0.003%
4/30/2026 Hsbc Holdings PLC20,356$1.93M0.0%+35.3%0.005%
4/30/2026 Elevated Capital Advisors LLC3,040$289K0.1%+8.1%0.001%
4/30/2026 Range Financial Group LLC36,981$3.51M1.2%+6.7%0.009%
4/30/2026 Yukon Wealth Management Inc.29,259$2.78M1.7%+1.1%0.007%
4/30/2026 Financial Freedom LLC1,583$150K0.1%+36.2%0.000%
4/30/2026 Beacon Financial Group91,454$8.68M0.9%+7.7%0.023%
4/30/2026 Kestra Advisory Services LLC105,763$10.04M0.0%-33.1%0.026%
4/30/2026 Sumitomo Mitsui Trust Group Inc.685,590$65.10M0.0%+7.3%0.170%
4/30/2026 Resona Asset Management Co. Ltd.128,832$12.23M0.1%+97.8%0.032%
4/30/2026 CFS Investment Advisory Services LLC186,205$17.79M1.3%-0.7%0.046%
4/30/2026 W Advisors LLC6,787$644K0.3%+7.2%0.002%
4/29/2026 Richmond Investment Services LLC22,687$2.15M0.3%+12.9%0.006%
4/29/2026 Axxcess Wealth Management LLC106,025$10.07M0.3%+493.1%0.026%
4/29/2026 KERR FINANCIAL PLANNING Corp1,736$165K0.2%+1,450.0%0.000%
4/29/2026 WealthPLAN Partners LLC20,820$1.98M0.4%+3.6%0.005%
4/29/2026 ArborFi Advisors LLC30,726$2.92M2.4%+10.1%0.008%
4/29/2026 Shelter Mutual Insurance Co113,212$10.75M2.4%+3.3%0.028%
4/29/2026 Horst & Graben Wealth Management LLC236,182$22.45M3.2%+4.1%0.058%
4/29/2026 K2 Financial Inc.17,570$1.67M1.1%+4.6%0.004%
4/29/2026 Integrated Advisors Network LLC41,395$3.93M0.2%-9.0%0.010%
4/28/2026 Cypress Capital LLC6,538$621K0.2%+2.3%0.002%
4/28/2026 FLP Wealth Management LLC6,232$592K1.0%+20.8%0.002%
4/28/2026 Whittier Trust Co.432$41K0.0%-83.7%0.000%
4/28/2026 Ascentis Independent Advisors28,680$2.72M0.2%+937.3%0.007%
4/28/2026 Stephens Inc. AR6,247$593K0.0%-2.0%0.002%
4/28/2026 Raleigh Capital Management Inc.2,494$237K0.1%+34.9%0.001%
4/28/2026 Core Wealth Advisors LLC53,678$5.10M3.9%+5.5%0.013%
4/28/2026 NBT Bank N A NY7,308$694K0.0%+31.3%0.002%
4/28/2026 Cobblestone Asset Management LLC63,835$6.06M2.7%+4.5%0.016%
4/28/2026 Howe & Rusling Inc.526$50K0.0%-25.4%0.000%
4/28/2026 Koshinski Asset Management Inc.10,287$977K0.1%+2.3%0.003%
4/28/2026 Latitude Advisors LLC9,296$883K0.4%+9.4%0.002%
4/28/2026 Beacon Financial Advisory LLC8,687$825K0.2%+12.6%0.002%
4/28/2026 Nixon Peabody Trust Co.9,507$903K0.1%N/A0.002%
4/28/2026 WBH Advisory Inc.57,475$5.44M0.4%-18.8%0.014%
4/27/2026 Apeiron RIA LLC13,141$1.25M0.3%-42.3%0.003%
4/27/2026 HB Wealth Management LLC4,593$436K0.0%-16.0%0.001%
4/27/2026 PFG Investments LLC8,712$827K0.0%-29.1%0.002%
4/27/2026 Kelman Lazarov Inc.249,955$23.73M3.4%+2.3%0.061%
4/27/2026 Baer Investment Advisory LLC3,566$339K0.0%N/A0.001%
4/27/2026 World Investment Advisors110,922$10.53M0.2%-1.7%0.027%
4/27/2026 Lodestar Private Asset Management LLC14,563$1.38M0.1%-12.4%0.004%
4/27/2026 PAX Financial Group LLC82,444$7.83M1.3%+2.9%0.020%
4/27/2026 Carter Financial Group INC.8,847$840K0.5%-2.2%0.002%
4/27/2026 Boyd Watterson Asset Management LLC OH11,616$1.10M0.3%+6.0%0.003%
4/27/2026 DB Fitzpatrick & Co Inc24,230$2.30M2.0%+2.7%0.006%
4/27/2026 Bedminster LLC4,050$385K0.4%-47.6%0.001%
4/27/2026 Private Advisor Group LLC230,583$21.89M0.1%-2.6%0.057%
4/27/2026 Optas LLC10,786$1.02M0.2%+78.5%0.003%
4/27/2026 Elevation Point Wealth Partners LLC100,537$9.55M0.2%+153.0%0.025%
4/25/2026 Keybank National Association OH178,128$16.91M0.1%-1.4%0.044%
4/25/2026 Heritage Oak Wealth Advisors LLC4,237$402K0.1%+22.4%0.001%
4/25/2026 KPP Advisory Services LLC3,679$349K0.1%-6.7%0.001%
4/25/2026 Smithbridge Asset Management Inc. DE3,000$285K0.0%-54.9%0.001%
4/24/2026 Root Financial Partners LLC966$92K0.0%+16.7%0.000%
4/24/2026 EJMK Ventures LLC6,731$639K0.4%-32.3%0.002%
4/24/2026 RKL Wealth Management LLC190,282$18.07M1.6%-7.3%0.047%
4/24/2026 True Blue Financial LLC7,900$750K0.6%+3.4%0.002%
4/24/2026 James Investment Research Inc.31,296$2.97M0.3%+1.9%0.008%
4/24/2026 Bestgate Wealth Advisors LLC25,579$2.43M4.4%+9.0%0.006%
4/24/2026 iA Global Asset Management Inc.135,000$12.82M0.2%N/A0.033%


MBB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBB shares?

During the previous two years, 1,145 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($6.77B), JPMorgan Chase & Co. ($3.34B), LPL Financial LLC ($2.66B), Envestnet Asset Management Inc. ($2.62B), TIAA Trust National Association ($2.48B), Ameriprise Financial Inc. ($1.36B), and Morgan Stanley ($938.14M).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 1,051 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. ($23.76M), TIAA Trust National Association ($21.80M), Bank of America Corp DE ($11.19M), Jane Street Group LLC ($9.57M), LPL Financial LLC ($8.47M), Proficio Capital Partners LLC ($5.48M), and Envestnet Asset Management Inc. ($5.05M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 80,007,458 shares in the last 24 months. This purchase volume represents approximately $7.56B in transactions.

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

Of the 495 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: Fisher Asset Management LLC ($21.45M), JPMorgan Chase & Co. ($17.81M), Barclays PLC ($3.24M), State of Tennessee Department of Treasury ($2.51M), RWA Wealth Partners LLC ($2.22M), Bank of New York Mellon Corp ($1.14M), and Assetmark Inc. ($932.36K).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 63,929,381 shares in the last 24 months. This volume of shares sold represents approximately $6.07B in transactions.


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This page (NASDAQ:MBB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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