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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$94.13 0.00 (0.00%)
As of 07/2/2026 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)
811
Total
Institutional Inflows
(last 12 months)
$6.66B
Number of
Institutional Sellers
(last 12 months)
464
Total
Institutional Outflows
(last 12 months)
$6.12B
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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
7/1/2026 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%
5/27/2026Security 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%
5/21/2026BankChampaign 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%
5/19/2026IFS 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%
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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%
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%
5/13/2026First 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%
5/7/2026Lowe Brockenbrough & Co. Inc.9,972$947K0.0%+52.9%0.002%
5/7/2026Scarborough Advisors LLC89,008$8.45M0.9%N/A0.022%
5/7/2026Balefire LLC3,415$324K0.1%N/A0.001%
5/7/2026Parallel Advisors LLC26,880$2.55M0.0%-47.8%0.007%
5/7/2026Regimen Wealth LLC11,479$1.09M0.3%-24.5%0.003%
5/7/2026Vision Retirement LLC10,575$1.00M0.3%-16.7%0.003%
5/7/2026World Equity Group Inc.5,922$562K0.1%+10.4%0.001%
5/7/2026Precision Wealth Strategies LLC3,786$359K0.1%-12.6%0.001%
5/7/2026Tandem Wealth Advisors LLC126,557$12.02M5.4%-28.1%0.031%
5/6/2026GatePass Capital LLC7,971$757K0.4%+13.8%0.002%
5/6/2026Quadrant Private Wealth Management LLC35,064$3.33M0.5%+14.7%0.009%
5/6/2026Bartlett & CO. Wealth Management LLC161,108$15.22M0.2%+5.6%0.040%
5/6/2026Kesler Norman & Wride LLC2,336$222K0.0%N/A0.001%
5/6/2026Cornerstone Planning Group LLC38,726$3.65M0.5%+29.7%0.010%
5/6/2026Modera Wealth Management LLC295,435$28.05M0.3%+0.6%0.073%
5/6/2026Assetmark Inc.162,082$15.39M0.0%-1.1%0.040%
5/6/2026Fiscal Wisdom Wealth Management LLC5,647$536K0.5%+28.8%0.001%
5/6/2026Bessemer Group Inc.1,596,964$151.63M0.2%+6.5%0.395%
5/6/2026SteelPeak Wealth LLC190,554$18.09M0.6%+8.4%0.047%
5/6/2026Frisch Financial Group Inc.23,160$2.20M0.5%+801.5%0.006%
5/6/2026Independent Financial Group LLC57,964$5.50M0.2%N/A0.014%
5/6/2026Prosperity Consulting Group LLC2,508$238K0.0%-6.0%0.001%
5/5/2026Quartz Partners LLC5,833$554K0.2%-10.3%0.001%
5/5/2026Westover Capital Advisors LLC119,668$11.36M2.1%+0.7%0.030%
5/5/2026D.A. Davidson & CO.23,657$2.25M0.0%+5.4%0.006%
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%
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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%


MBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,147 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 1,056 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 70,350,339 shares in the last 24 months. This purchase volume represents approximately $6.66B in transactions.

Of the 464 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 64,381,561 shares in the last 24 months. This volume of shares sold represents approximately $6.12B in transactions.


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This page (NASDAQ:MBB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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