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S&P 500   4,002.87
DOW   32,560.60
QQQ   310.34
Game-Changing News For Tesla Investors 
Big Potential, Tiny Penny Stock (Ad)
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
DOW New Hghs Coming Sooner Than Later
Big Potential, Tiny Penny Stock (Ad)
On Holding AG Sprints Higher on Margin Expansion and Guidance
Why did Sarepta Therapeutics Stock Plummet?
Big Potential, Tiny Penny Stock (Ad)
Price Growth & Yield: For That Magical Combo, Leave the U.S.
Closing prices for crude oil, gold and other commodities
S&P 500   4,002.87
DOW   32,560.60
QQQ   310.34
Game-Changing News For Tesla Investors 
Big Potential, Tiny Penny Stock (Ad)
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
DOW New Hghs Coming Sooner Than Later
Big Potential, Tiny Penny Stock (Ad)
On Holding AG Sprints Higher on Margin Expansion and Guidance
Why did Sarepta Therapeutics Stock Plummet?
Big Potential, Tiny Penny Stock (Ad)
Price Growth & Yield: For That Magical Combo, Leave the U.S.
Closing prices for crude oil, gold and other commodities
S&P 500   4,002.87
DOW   32,560.60
QQQ   310.34
Game-Changing News For Tesla Investors 
Big Potential, Tiny Penny Stock (Ad)
A Guy Is Using ChatGPT to Turn $100 Into a Business Making as Much Money as Possible. Here Are the First 4 Steps the AI Chatbot Gave Him.
DOW New Hghs Coming Sooner Than Later
Big Potential, Tiny Penny Stock (Ad)
On Holding AG Sprints Higher on Margin Expansion and Guidance
Why did Sarepta Therapeutics Stock Plummet?
Big Potential, Tiny Penny Stock (Ad)
Price Growth & Yield: For That Magical Combo, Leave the U.S.
Closing prices for crude oil, gold and other commodities
NASDAQ:MBB

iShares MBS ETF - MBB Institutional Ownership

$94.12
-0.18 (-0.19%)
(As of 03/21/2023 12:00 AM ET)
Add
Compare
Today's Range
$93.98
▼
$94.36
50-Day Range
$91.70
▼
$96.45
52-Week Range
$88.00
▼
$102.21
Volume
1.96 million shs
Average Volume
2.67 million shs
Market Capitalization
$24.99 billion
Assets Under Management
$23.02 billion
Dividend Yield
2.48%
Net Expense Ratio
0.09%

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

Current
Institutional Ownership
Percentage
77.56%
Number of
Institutional Buyers
(last 12 months)
611
Total
Institutional Inflows
(last 12 months)
$7.46 B
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$4.11 B
Skip Chart & View Institutional Buying and Selling Data

MBB Institutional Buying and Selling by Quarter

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iShares MBS ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.83,350$7.73M0.2%+437.4%0.031%
3/10/2023Mather Group LLC.195,183$18.10M0.3%+1.3%0.074%
3/8/2023Sheets Smith Wealth Management25,611$2.38M0.4%N/A0.010%
3/6/2023Rockefeller Capital Management L.P.143,691$13.33M0.1%-13.6%0.054%
3/2/2023Oliver Lagore Vanvalin Investment Group5,403$0.50M0.3%+114.2%0.002%
3/1/2023Regal Investment Advisors LLC41,061$3.81M0.4%+258.8%0.015%
2/28/2023Trust Investment Advisors26,226$2.43M1.1%N/A0.010%
2/27/2023Parallax Volatility Advisers L.P.5,532$0.51M0.0%-84.7%0.002%
2/27/2023ST Germain D J Co. Inc.403,620$37K0.0%-17.4%0.152%
2/24/2023SRS Capital Advisors Inc.15,648$1.45M0.2%+2.0%0.006%
2/23/2023Tandem Wealth Advisors LLC125,732$11.66M7.4%N/A0.047%
2/23/2023Centurion Wealth Management LLC30,589$2.84M1.6%N/A0.012%
2/23/2023Chesapeake Wealth Management3,738$0.35M0.2%+20.5%0.001%
2/21/2023Northwestern Mutual Wealth Management Co.27,465$2.55M0.0%-12.7%0.010%
2/21/2023B. Riley Wealth Advisors Inc.83,350$7.73M0.2%+437.4%0.031%
2/17/2023Truist Financial Corp3,249,610$301.40M0.5%+1.0%1.224%
2/17/2023Coppell Advisory Solutions Corp.30,362$2.82M1.0%N/A0.011%
2/17/2023Ascent Group LLC8,142$0.76M0.1%-8.9%0.003%
2/16/2023WealthPLAN Partners LLC13,912$1.31M0.1%N/A0.005%
2/16/2023Alliancebernstein L.P.524,478$48.65M0.0%-4.3%0.198%
2/16/2023CreativeOne Wealth LLC381,790$35.41M2.0%+115.1%0.144%
2/16/2023Financial Advocates Investment Management28,265$2.62M0.2%+573.8%0.011%
2/16/2023Kerntke Otto McGlone Wealth Management Group756$70K0.1%N/A0.000%
2/16/2023RFG Advisory LLC88,109$8.43M0.4%+44.9%0.033%
2/16/2023Resurgent Financial Advisors LLC2,852$0.27M0.1%N/A0.001%
2/16/2023United Capital Financial Advisers LLC2,034,063$188.66M1.1%-7.0%0.766%
2/16/2023Harbour Investments Inc.28,614$2.65M0.2%+101.1%0.011%
2/16/2023Silverlake Wealth Management LLC2,367$0.22M0.1%N/A0.001%
2/16/2023Gateway Wealth Partners LLC8,835$0.82M0.1%N/A0.003%
2/15/2023RiverFront Investment Group LLC593,307$3.74M0.8%-5.0%0.223%
2/15/2023Steward Partners Investment Advisory LLC49,590$4.60M0.1%+246.4%0.019%
2/15/2023WealthPlan Investment Management LLC13,912$1.32M0.1%+29.7%0.005%
2/15/2023Sentinus LLC64,412$5.97M3.5%+280.9%0.024%
2/15/2023State of Tennessee Treasury Department2,166,700$200.96M0.9%+14.5%0.816%
2/15/2023Simplicity Wealth LLC3,962$0.37M0.3%N/A0.001%
2/15/2023Apollon Wealth Management LLC8,087$0.75M0.1%+9.6%0.003%
2/15/2023Captrust Financial Advisors140,685$13.05M0.1%+14.6%0.053%
2/15/2023IHT Wealth Management LLC12,387$1.15M0.1%+34.3%0.005%
2/15/2023Jane Street Group LLC458,934$42.57M0.0%-88.0%0.173%
2/15/2023Lazard Asset Management LLC200,114$18.56M0.0%-8.6%0.075%
2/15/2023SageView Advisory Group LLC10,061$0.93M0.1%N/A0.004%
2/15/2023Proquility Private Wealth Partners LLC40,492$3.76M1.5%-18.4%0.015%
2/15/2023PFS Investments Inc.1,505,543$139.64M2.6%+50.2%0.567%
2/15/2023Kraft Davis & Associates LLC3,642$0.34M0.1%N/A0.001%
2/15/2023Talisman Wealth Advisors LLC2,421$0.23M0.5%N/A0.001%
2/15/2023NCM Capital Management LLC3,824$0.36M0.2%N/A0.001%
2/15/2023Cerity Partners LLC63,351$5.88M0.0%N/A0.024%
2/15/2023Vicus Capital19,814$1.84M0.2%N/A0.007%
2/15/2023Financial Gravity Asset Management Inc.93$31K0.2%-94.1%0.000%
2/15/2023Signet Financial Management LLC7,170$0.67M0.1%+20.3%0.003%
2/15/2023Stansberry Asset Management LLC39,826$3.69M0.8%+1.8%0.015%
2/15/2023Swmg LLC42,159$3.91M2.4%+97.7%0.016%
2/15/2023Schonfeld Strategic Advisors LLC27,147$2.52M0.0%N/A0.010%
2/15/2023Sovereign Financial Group Inc.7,173$0.67M0.3%N/A0.003%
2/15/2023Stelac Advisory Services LLC16,738$1.55M0.7%-26.0%0.006%
2/15/2023LWS Wealth Advisors Inc.110,027$10.21M4.3%+3.7%0.041%
2/15/2023Laidlaw Wealth Management LLC3,869$0.36M0.1%-3.5%0.001%
2/15/2023Morgan Stanley7,170,968$665.11M0.1%+29.7%2.701%
2/15/2023Mariner LLC81,141$7.53M0.0%+74.8%0.031%
2/15/2023Evergreen Capital Management LLC106,233$9.85M0.5%+18.1%0.040%
2/15/2023Eqis Capital Management Inc.18,175$1.69M0.2%+1.6%0.007%
2/15/2023Equitable Holdings Inc.81,115$7.52M0.1%+169.5%0.031%
2/15/2023Essential Planning LLC.50,242$4.57M3.5%N/A0.019%
2/15/2023FinTrust Capital Advisors LLC6,683$0.62M0.1%-86.2%0.003%
2/15/2023Financial Freedom LLC4,204$0.39M0.3%N/A0.002%
2/15/2023Fort Point Capital Partners LLC28,553$2.65M0.4%+8.5%0.011%
2/15/2023Fortis Advisors LLC838$78K0.1%+211.5%0.000%
2/15/2023Fortis Capital Advisors LLC446$41K0.0%N/A0.000%
2/15/2023Ancora Advisors LLC18,787$1.74M0.1%+37.0%0.007%
2/15/2023Aspire Private Capital LLC6,176$572.86B0.2%+859.0%0.002%
2/15/2023Axxcess Wealth Management LLC16,586$1.54M0.1%+19.5%0.006%
2/15/2023ICA Group Wealth Management LLC5,375$0.50M0.1%+13.3%0.002%
2/14/2023Vident Investment Advisory LLC6,845$0.64M0.0%+138.9%0.003%
2/14/2023Meiji Yasuda Asset Management Co Ltd.101,077$9.38M0.4%+4.1%0.038%
2/14/2023Alerus Financial NA22,474$2.08M0.2%N/A0.008%
2/14/2023Lumature Wealth Partners LLC2,844$0.26M0.1%-8.6%0.001%
2/14/2023Cetera Advisor Networks LLC441,986$40.99M0.3%+383.1%0.166%
2/14/2023Cetera Investment Advisers871,065$80.79M0.7%+1,216.4%0.328%
2/14/2023Cetera Advisors LLC233,073$21.62M0.4%+2,384.0%0.088%
2/14/2023Cary Street Partners Asset Management LLC11,537$1.07M0.2%N/A0.004%
2/14/2023Laurel Wealth Advisors Inc.7,570$0.70M0.1%+8.1%0.003%
2/14/2023Marshall Wace LLP12,100$1.12M0.0%N/A0.005%
2/14/2023Quantitative Advantage LLC19,700$1.83M0.3%-11.1%0.007%
2/14/2023Lowe Brockenbrough & Co. Inc.24,928$2.31M0.2%-29.1%0.009%
2/14/2023NSI Retail Advisors LLC26,400$2.45M0.6%-7.7%0.010%
2/14/2023CSM Advisors LLC26,400$2.45M0.2%-7.7%0.010%
2/14/2023Penserra Capital Management LLC9,349$0.87M0.0%N/A0.004%
2/14/2023Townsquare Capital LLC3,731$0.35M0.0%N/A0.001%
2/13/2023Pathstone Family Office LLC144,317$13.39M0.2%+1.4%0.054%
2/13/2023Charles Schwab Investment Management Inc.10,680$0.99M0.0%-99.7%0.004%
2/13/2023Charles Schwab Investment Advisory Inc.4,508,863$418.20M0.7%+11.4%1.698%
2/13/2023Forefront Analytics LLC20,246$1.88M1.0%-7.4%0.008%
2/13/2023Brown Advisory Inc.4,123$0.38M0.0%N/A0.002%
2/13/2023Johnson Financial Group Inc.80,968$7.51M0.6%+2.1%0.030%
2/13/2023GeoWealth Management LLC10,673$0.99M0.1%-17.5%0.004%
2/13/2023Baird Financial Group Inc.76,649$7.11M0.0%-26.5%0.029%
2/13/2023Kingsview Wealth Management LLC107,046$9.93M0.4%-24.4%0.040%
2/13/2023BOKF NA2,538$0.24M0.0%-41.6%0.001%
2/13/2023CIBC Asset Management Inc240,345$22.29M0.1%-49.9%0.091%
2/13/2023Bessemer Group Inc.1,136$0.11M0.0%+42.9%0.000%
(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, 947 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($2,278.22B), Aspire Private Capital LLC ($572.86B), Bank of America Corp DE ($6.70B), Private Advisor Group LLC ($4.50B), Envestnet Asset Management Inc. ($2.30B), JPMorgan Chase & Co. ($2.11B), and Ameriprise Financial Inc. ($830.56M).Learn more on MBB's institutional investors.

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

77.56% 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 853 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: Envestnet Asset Management Inc. ($15.30M), JPMorgan Chase & Co. ($12.30M), Bank of America Corp DE ($10.47M), Jane Street Group LLC ($6.53M), LPL Financial LLC ($2.99M), Richard Bernstein Advisors LLC ($2.79M), and US Bancorp DE ($2.69M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 123,752,955 shares in the last 24 months. This purchase volume represents approximately $12.37B in transactions.

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

Of the 593 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: Charles Schwab Investment Management Inc. ($9.40M), Fisher Asset Management LLC ($8.21M), Bank of America Corp DE ($7.70M), Envestnet Asset Management Inc. ($3.63M), Jane Street Group LLC ($3.38M), US Bancorp DE ($2.77M), and Thrivent Financial for Lutherans ($2.12M).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 77,146,048 shares in the last 24 months. This volume of shares sold represents approximately $7.87B in transactions.

This page (NASDAQ:MBB) was last updated on 3/22/2023 by MarketBeat.com Staff