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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$92.76 +0.26 (+0.28%)
As of 11:55 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
764
Total
Institutional Inflows
(last 12 months)
$4.23B
Number of
Institutional Sellers
(last 12 months)
384
Total
Institutional Outflows
(last 12 months)
$5.37B
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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
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group159,607$15.09M1.5%+14.6%0.038%
9/2/2026Range Advisory LLC32,300$3.05M0.4%+55.8%0.008%
9/2/2026 Allianz Asset Management GmbH643,669$60.84M0.0%-3.8%0.154%
8/31/2026 Alternative Investment Advisors LLC.5,293$285K0.1%N/A0.001%
8/31/2026 Alternative Investment Advisors LLC.64,070$6.06M2.3%-3.0%0.015%
8/27/2026 Corient Private Wealth LP786,118$74.30M0.1%+28.3%0.188%
8/25/2026 Advus Financial Partners LLC7,480$664K0.2%N/A0.002%
8/25/2026 Advus Financial Partners LLC53,956$5.10M1.2%+1.9%0.013%
8/23/2026 Hyundai Investments Co. Ltd.8,037$763K0.8%+95.4%0.002%
8/23/2026 Hyundai Investments Co. Ltd.16,705$900K1.0%N/A0.004%
8/23/2026 DMC Group LLC12,123$1.15M0.8%-11.7%0.003%
8/23/2026 Ameritas Advisory Services LLC95,076$8.44M0.2%+963.0%0.023%
8/23/2026 Guardian Wealth Advisors LLC NC20,792$1.97M0.1%+0.9%0.005%
8/23/2026 Endeavor Private Wealth Inc.8,782$779K0.2%+43.3%0.002%
8/23/2026 Endeavor Private Wealth Inc.52,378$4.95M1.2%+25.6%0.013%
8/23/2026 Sovereign Investment Advisors LLC24,800$2.34M0.4%+22.2%0.006%
8/22/2026 Noble Wealth Partners LLC2,199$208K0.2%N/A0.001%
8/22/2026 Advisory Solutions Group LLC30,454$2.88M1.0%N/A0.007%
8/22/2026 Rose Capital Advisors LLC12,551$1.19M0.6%N/A0.003%
8/22/2026 Montgomery Financial Services LLC285$27K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC14,113$1.33M0.6%+19.4%0.003%
8/22/2026 Invested Advisors3,808$205K0.2%N/A0.001%
8/22/2026 Cassilly Financial Group LLC10,723$951K0.7%+15.1%0.003%
8/22/2026 Cassilly Financial Group LLC27,957$2.64M1.9%+1.8%0.007%
8/22/2026 Hopwood Nicholas Hunter15,571$1.47M0.4%N/A0.004%
8/22/2026 Blalock Williams LLC5,321$503K0.3%+14.0%0.001%
8/22/2026 Aureum Wealth Management LLC93,670$8.85M5.5%+1.6%0.022%
8/22/2026 Elevation Wealth Management LLC2,579$244K0.2%-12.1%0.001%
8/22/2026 BAM Wealth Management LLC3,589$318K0.2%N/A0.001%
8/22/2026 K2 Financial Inc.18,600$1.75M1.2%+5.9%0.004%
8/22/2026 Retirement Wealth Solutions LLC1,169$104K0.1%+42.7%0.000%
8/22/2026 Retirement Wealth Solutions LLC11,517$1.09M0.6%+18.2%0.003%
8/22/2026 Legacy Wealth Managment LLC ID2,407$227K0.1%+3,492.5%0.001%
8/22/2026 LifePlan Investment Advisors Inc.5,878$522K0.2%+46.6%0.001%
8/22/2026 LifePlan Investment Advisors Inc.27,229$2.57M0.9%+27.7%0.006%
8/22/2026 Sapient Capital LLC21,153$2.00M0.0%+838.9%0.005%
8/22/2026 Rogco LP405$38K0.0%N/A0.000%
8/22/2026 DORVAL Corp11,610$625K0.2%N/A0.003%
8/22/2026 Kickstand Ventures LLC.22,010$2.08M0.4%-15.0%0.005%
8/22/2026 Concurrent Investment Advisors LLC8,400$452K0.0%N/A0.002%
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8/22/2026 Concurrent Investment Advisors LLC12,390$1.10M0.0%+27.4%0.003%
8/22/2026 Concurrent Investment Advisors LLC105,404$9.96M0.1%+30.2%0.025%
8/21/2026 High Net Worth Advisory Group LLC10,000$539K0.1%N/A0.002%
8/21/2026 Carter Financial Group INC.9,885$934K0.5%+11.7%0.002%
8/21/2026 Beacon Capital Management LLC11,358$1.07M0.2%N/A0.003%
8/21/2026 Greenspring Advisors LLC8,759$828K0.0%+11.6%0.002%
8/21/2026 Rodgers & Associates LTD401,892$37.99M2.8%N/A0.096%
8/21/2026 Continuum Advisory LLC26,449$2.49M0.2%+311.0%0.006%
8/21/2026 Buttonwood Financial Group LLC3,516$312K0.2%-3.2%0.001%
8/21/2026 Tsfg LLC916$81K0.0%-19.3%0.000%
8/21/2026 Tsfg LLC338,847$9.51M1.2%N/A0.081%
8/21/2026 Symphony Financial Ltd. Co.2,988$282K0.0%N/A0.001%
8/21/2026 Investors Research Corp388$37K0.0%+1,587.0%0.000%
8/21/2026 Investors Research Corp1,589$86K0.0%N/A0.000%
8/21/2026 Financial Life Advisors16,482$1.46M0.4%N/A0.004%
8/20/2026 LGL Partners LLC3,447$326K0.1%N/A0.001%
8/20/2026 Proficio Capital Partners LLC18,749$1.77M0.1%-16.6%0.004%
8/20/2026 Nwam LLC16,792$1.59M0.1%+84.9%0.004%
8/20/2026 JNBA Financial Advisors3,244$307K0.0%N/A0.001%
8/20/2026 Advocacy Wealth Management LLC238,354$22.53M0.4%+4.1%0.057%
8/20/2026 BTG Pactual Asset Management US LLC6,756$639K0.0%N/A0.002%
8/20/2026 BTG Pactual Asset Management US LLC11,991$646K0.0%N/A0.003%
8/20/2026 Oarsman Capital Inc.8,547$808K0.1%+71.4%0.002%
8/20/2026 RPg Family Wealth Advisory LLC4,628$437K0.1%N/A0.001%
8/20/2026 Risk Paradigm Group LLC3,288$311K0.2%N/A0.001%
8/19/2026 Field & Main Bank200$30K0.0%N/A0.000%
8/12/2026 Shelter Mutual Insurance Co77,114$6.39M1.4%N/A0.018%
8/11/2026 Shelter Ins Retirement Plan148,902$12.34B12.3%N/A0.036%
8/7/2026 Trust Co. of Vermont2,534$240K0.0%N/A0.001%
7/10/2026 Northside Capital Management LLC394,193$37.26M3.1%+6.1%0.094%
7/10/2026 Annex Advisory Services LLC2,685$254K0.0%-79.2%0.001%
7/10/2026 Insight Wealth Strategies LLC47,915$4.51M0.4%+7.3%0.011%
7/10/2026 Heck Capital Advisors LLC174,713$16.51M1.0%+9.2%0.042%
7/10/2026 JFS Wealth Advisors LLC18,182$1.72M0.1%+10.1%0.004%
7/10/2026 Ocean Park Asset Management LLC361,587$34.18M1.6%-18.2%0.086%
7/10/2026 FC Advisory LLC8,977$849K0.2%+1.7%0.002%
7/10/2026 Fulcrum Equity Management3,471$328K0.2%+12.4%0.001%
7/10/2026 Wealthcare Advisory Partners LLC242,028$22.88M0.4%+2.7%0.058%
7/9/2026 Centurion Wealth Management LLC34,280$3.24M0.8%-2.1%0.008%
7/9/2026 Sapient Capital LLC21,153$2.00M0.0%+838.9%0.005%
7/9/2026 World Equity Group Inc.6,893$652K0.1%+16.4%0.002%
7/9/2026 Focus Financial Network Inc.49,056$4.64M0.1%+13.8%0.012%
7/9/2026 Pettinga Financial Advisors LLC97,063$9.17M1.5%+42.5%0.023%
7/9/2026 Tactive Advisors LLC2,978$281K0.1%-28.8%0.001%
7/9/2026 Sax Wealth Advisors LLC79,719$7.57M0.3%+18.1%0.019%
7/9/2026 Ehrlich Financial Group10,870$1.03M0.5%-2.3%0.003%
7/8/2026 Beaird Harris Wealth Management LLC358$34K0.0%N/A0.000%
7/8/2026 Rockland Trust Co.640,701$60.56M2.4%+6.0%0.153%
7/8/2026 Invariant Investment Management19,976$1.88M1.1%+3.6%0.005%
7/8/2026 Beacon Financial Strategies CORP398$38K0.0%N/A0.000%
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7/8/2026 AAFMAA Wealth Management & Trust LLC123,856$11.71M4.1%+7.0%0.030%
7/8/2026 First Heartland Consultants Inc.15,461$1.46M0.1%+6.1%0.004%
7/8/2026 TrueWealth Advisors LLC2,528$239K0.1%+6.0%0.001%
7/8/2026 Cooper Financial Group7,582$717K0.1%+4.5%0.002%
7/8/2026 Apella Capital LLC3,914$367K0.0%+4.4%0.001%
7/8/2026 Clark Asset Management LLC2,973$281K0.0%+9.9%0.001%
7/8/2026 Midwest Financial Network LLC3,398$321K0.2%N/A0.001%
7/8/2026 Archer Investment Management LLC3,715$351K0.1%-37.2%0.001%
7/7/2026 Fermata Advisors LLC39,468$3.73M0.8%+9.4%0.009%
7/7/2026 180 Wealth Advisors LLC7,527$711K0.1%-1.9%0.002%


MBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,153 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Shelter Ins Retirement Plan ($12.34B), Bank of America Corp DE ($6.29B), JPMorgan Chase & Co. ($3.34B), LPL Financial LLC ($2.66B), Envestnet Asset Management Inc. ($2.62B), TIAA Trust National Association ($2.48B), and Ameriprise Financial Inc. ($1.36B).Learn more on iShares MBS ETF's institutional investors.

91.70% of iShares MBS ETF's stock is owned by institutional investors. Learn more on MBB's institutional investor holdings.

Of the 1,061 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 ($21.20M), Bank of America Corp DE ($11.19M), LPL Financial LLC ($7.32M), Proficio Capital Partners LLC ($5.48M), Fisher Asset Management LLC ($4.30M), and Renaissancere Holdings Ltd. ($3.85M).

Institutional investors have bought a total of 44,501,090 shares in the last 24 months. This purchase volume represents approximately $4.23B in transactions.

Of the 384 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. ($16.59M), Bank of America Corp DE ($5.69M), Barclays PLC ($3.24M), Bank of New York Mellon Corp ($1.03M), Assetmark Inc. ($875.23K), and Sumitomo Mitsui Trust Group Inc. ($544.33K).

Institutional investors have sold a total of 56,465,955 shares in the last 24 months. This volume of shares sold represents approximately $5.37B in transactions.


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Institutional ownership data for NASDAQ:MBB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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