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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$93.11 +0.23 (+0.25%)
As of 07/24/2026 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
91.70%
Number of
Institutional Buyers
(last 12 months)
795
Total
Institutional Inflows
(last 12 months)
$6.47B
Number of
Institutional Sellers
(last 12 months)
438
Total
Institutional Outflows
(last 12 months)
$6.04B
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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
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%
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%
7/7/2026 JGP Wealth Management LLC41,797$3.95M0.4%+13.5%0.010%
7/7/2026 Trinity Wealth Management LLC7,381$698K0.2%+4.5%0.002%
7/7/2026 Balefire LLC19,256$1.82M0.3%+463.9%0.005%
7/7/2026 Dynamic Advisor Solutions LLC4,295$406K0.0%-12.9%0.001%
7/7/2026 McNaughton Wealth Management LLC70,197$6.64M2.4%+14.0%0.017%
7/7/2026 Avior Wealth Management LLC2,199$208K0.0%-10.6%0.001%
7/7/2026 Arlington Trust Co LLC4,015$379K0.0%+10.3%0.001%
7/7/2026 CoreCap Advisors LLC14,373$1.36M0.0%+7.4%0.003%
7/7/2026 Pacific Excel Wealth Advisors Inc.7,494$708K0.3%N/A0.002%
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7/6/2026 Bangor Savings Bank422,012$39.89M2.9%+7.3%0.101%
7/6/2026 RDA Financial Network17,076$1.61M0.4%+8.8%0.004%
7/6/2026 Boltwood Capital Management139,285$13.17M3.0%+3.6%0.033%
7/6/2026 Trilogy Capital Inc.21,036$1.99M0.1%-7.3%0.005%
7/1/2026 Confluence Investment Management LLC303,528$28.69M0.4%-8.8%0.075%
6/26/2026WealthPoint Financial LLC15,891$1.51M1.2%+4.5%0.004%
6/24/2026Redwood Investment Management LLC31,004$2.94M0.4%+11.9%0.008%
6/10/2026FAS Wealth Partners Inc.6,001$570K0.0%+4.7%0.001%
6/8/2026Pine Valley Investments Ltd Liability Co2,314$220K0.0%N/A0.001%
6/4/2026Town Capital LLC17,707$1.68M1.4%-1.4%0.004%
6/3/2026Parallel Advisors LLC26,880$2.55M0.0%-47.8%0.007%
6/3/2026NewEdge Advisors LLC817,242$77.60M0.3%+6.7%0.202%
6/1/2026Concorde Asset Management LLC15,988$1.52M0.7%-1.0%0.004%
6/1/2026Keel Point LLC5,692$540K0.0%+16.5%0.001%
5/28/2026Maripau Wealth Management LLC11,637$1.11M0.5%+5.0%0.003%
5/27/2026 Security Financial Services INC.127,443$12.10M1.9%+1.0%0.032%
5/22/2026Wellington Grp LLC473$45K0.0%+240.3%0.000%
5/22/2026Verus Capital Partners LLC29,338$2.79M0.2%-8.9%0.007%
5/21/2026 BankChampaign National Association830$79K0.1%N/A0.000%
5/20/2026Arete Wealth Advisors LLC14,761$1.40M0.1%-11.4%0.004%
5/20/2026TrueWealth Financial Partners2,679$254K0.1%-64.9%0.001%
5/19/2026Western Wealth Management LLC26,930$2.56M0.1%+1.8%0.007%
5/19/2026GTS Financial LLC35,156$3.30M2.4%N/A0.009%
5/19/2026Bank of America Corp DE66,207,297$6.29B0.5%-6.8%16.380%
5/19/2026Cassady Wealth & Retirement Planning LLC3,120$296K0.1%-7.9%0.001%
5/19/2026Ashton Thomas Securities LLC35,496$3.37M0.4%+1.0%0.009%
5/19/2026Arkadios Wealth Advisors30,629$2.91M0.0%-3.3%0.008%
5/19/2026 IFS Group LLC20,722$1.97M1.8%N/A0.005%
5/19/2026Arete Wealth Advisors LLC14,761$1.40M0.1%-11.4%0.004%
5/18/2026EverSource Wealth Advisors LLC114,489$10.87M0.3%+1.4%0.028%
5/18/2026Talon Private Wealth LLC257,501$24.45M3.2%N/A0.064%
5/18/2026Readystate Asset Management LP10,182$967K0.0%N/A0.003%
5/18/2026Royal Bank of Canada1,408,747$133.76M0.0%+1.7%0.349%
5/18/2026Estate Counselors LLC232,819$22.11M2.0%+99.7%0.058%
5/16/2026Quantinno Capital Management LP4,103$390K0.0%N/A0.001%
5/16/2026Lazard Asset Management LLC121,088$11.50M0.0%+2.0%0.030%
5/15/2026Intelligence Driven Advisers LLC16,190$1.54M0.3%-8.1%0.004%
5/15/2026Gateway Wealth Partners LLC96,332$9.15M0.4%+285.6%0.024%
5/15/2026Cypress Capital Group5,298$503K0.1%N/A0.001%
5/15/2026Waverly Advisors LLC19,894$1.89M0.0%-9.6%0.005%
5/15/2026Wealth Alliance LLC65,037$6.18M0.6%+6.6%0.016%
5/14/2026Renaissance Technologies LLC28,000$2.66M0.0%+233.9%0.007%
5/14/2026Hilltop Holdings Inc.110,730$10.51M0.9%-40.5%0.027%
5/14/2026Compound Planning Inc.25,033$2.38M0.1%+22.5%0.006%
5/14/2026Modern Wealth Management LLC185,341$17.55M0.3%+26.7%0.046%
5/14/2026Keebeck Wealth Management73,320$6.96M0.8%+340.6%0.018%
5/14/2026Orleans Capital Management Corp LA2,643$251K0.2%N/A0.001%
5/14/2026Sei Investments Co.2,194,447$208.34M0.2%+5.2%0.543%
5/14/2026Lido Advisors LLC14,608$1.39M0.0%+49.3%0.004%
5/13/2026Cetera Investment Advisers2,026,264$192.39M0.2%+2.3%0.501%
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5/13/2026Prestige Wealth Management Group LLC316,041$30.01M5.9%+17,959.5%0.078%
5/13/2026Clearwater Capital Advisors LLC325,036$30.86M2.5%+4.4%0.080%
5/13/2026Signature Equity Partners LLC562$53K0.0%+27.4%0.000%
5/13/2026 First Citizens Bank & Trust Co.53,297$5.06M0.1%+111.0%0.013%
5/13/2026Alesco Advisors LLC An ESL Co75,512$7.17M0.2%+1.1%0.019%
5/13/2026CI Investments Inc.47,247$4.49M0.0%-20.5%0.012%
5/13/2026First Trust Advisors LP164,835$15.65M0.0%-1.4%0.041%
5/8/2026PNC Financial Services Group Inc.3,106,470$294.96M0.2%+3.5%0.769%
5/8/2026Glenview Trust Co2,263$215K0.0%N/A0.001%
5/8/2026Johnson Financial Group Inc.228,370$21.68M0.8%-2.4%0.056%


MBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,146 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were 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), Ameriprise Financial Inc. ($1.36B), and Morgan Stanley ($938.14M).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 1,057 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 ($21.31M), Bank of America Corp DE ($11.19M), LPL Financial LLC ($8.47M), Proficio Capital Partners LLC ($5.48M), Envestnet Asset Management Inc. ($5.05M), and Fisher Asset Management LLC ($4.30M).

Institutional investors have bought a total of 68,347,123 shares in the last 24 months. This purchase volume represents approximately $6.47B in transactions.

Of the 434 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. ($16.85M), Bank of America Corp DE ($5.69M), Barclays PLC ($3.24M), State of Tennessee Department of Treasury ($2.51M), RWA Wealth Partners LLC ($1.23M), and Bank of New York Mellon Corp ($1.14M).

Institutional investors have sold a total of 63,550,490 shares in the last 24 months. This volume of shares sold represents approximately $6.04B in transactions.


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This page (NASDAQ:MBB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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