iShares MBS ETF (MBB) Institutional Ownership

$93.12

+0.39 (+0.42%)

(As of 07/26/2024 ET)

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Current Institutional Ownership Percentage: 91.70%
Number of Institutional Buyers (last 12 months): 594
Total Institutional Inflows (last 12 months): $6.15B

Number of Institutional Sellers (last 12 months): 415
Total Institutional Outflows (last 12 months): $3.24B

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MBB Institutional Buying and Selling by Quarter

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iShares MBS ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Presidio Capital Management LLC	8,075	$741K	0.5%	N/A	0.002%
7/27/2024	Trajan Wealth LLC	48,685	$4.47M	0.3%	-6.2%	0.014%
7/26/2024	1900 Wealth Management LLC	6,880	$632K	0.1%	-21.8%	0.002%
7/26/2024	Breakwater Capital Group	3,696	$339K	0.1%	-24.2%	0.001%
7/26/2024	WealthShield Partners LLC	39,053	$3.59M	0.5%	+2.6%	0.011%
7/26/2024	Checchi Capital Advisers LLC	117,079	$10.75M	0.5%	+13.3%	0.034%
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7/26/2024	Harbour Investments Inc.	46,895	$4.31M	0.1%	+57.1%	0.013%
7/26/2024	Patriot Financial Group Insurance Agency LLC	20,270	$1.86M	0.3%	+12.5%	0.006%
7/26/2024	Atomi Financial Group Inc.	51,674	$4.74M	0.4%	+32.5%	0.015%
7/26/2024	Cambridge Investment Research Advisors Inc.	426,380	$39.15M	0.1%	+57.8%	0.123%
7/26/2024	Latitude Advisors LLC	5,839	$536K	0.3%	+24.3%	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	232,685	$21.36M	0.0%	-19.4%	0.067%
7/26/2024	State of Michigan Retirement System	600,000	$55.09M	0.3%	-61.7%	0.172%
7/26/2024	Sierra Capital LLC	27,987	$2.57M	0.3%	+32.5%	0.008%
7/26/2024	Rational Advisors LLC	106,272	$9.76M	1.0%	-52.9%	0.031%
7/26/2024	Bailard Inc.	49,866	$4.58M	0.1%	+10.9%	0.014%
7/26/2024	Bank of New York Mellon Corp	3,309,517	$303.85M	0.1%	-3.7%	0.951%
7/26/2024	Bristlecone Advisors LLC	3,437	$316K	0.0%	+15.7%	0.001%
7/26/2024	Patten Group Inc.	3,978	$365K	0.1%	-9.2%	0.001%
7/26/2024	Proficio Capital Partners LLC	55,700	$5.11M	0.5%	-44.8%	0.016%
7/25/2024	First Heartland Consultants Inc.	11,218	$1.03M	0.1%	+28.3%	0.003%
7/25/2024	TNF LLC	87,052	$8.06M	2.9%	+3.0%	0.025%
7/25/2024	Tempus Wealth Planning LLC	10,178	$934K	0.4%	+22.1%	0.003%
7/25/2024	Independence Bank of Kentucky	593	$54K	0.0%	N/A	0.000%
7/25/2024	Optas LLC	73,195	$6.72M	1.7%	+3.0%	0.021%
7/25/2024	Clear Creek Financial Management LLC	9,563	$878K	0.1%	-5.5%	0.003%
7/25/2024	Wooster Corthell Wealth Management Inc.	103,840	$9.53M	2.2%	+1.6%	0.030%
7/25/2024	Pettinga Financial Advisors LLC	45,512	$4.18M	1.0%	+6.4%	0.013%
7/25/2024	Shelter Ins Retirement Plan	116,520	$10.70M	2.8%	N/A	0.033%
7/25/2024	Fullcircle Wealth LLC	13,446	$1.25M	0.6%	N/A	0.004%
7/24/2024	Gilliland Jeter Wealth Management LLC	644	$59K	0.0%	+30.6%	0.000%
7/24/2024	TrueWealth Advisors LLC	5,728	$526K	0.2%	-4.1%	0.002%
7/24/2024	Quotient Wealth Partners LLC	1,822,529	$167.33M	5.9%	+9.6%	0.534%
7/24/2024	Catalina Capital Group LLC	5,546	$509K	0.2%	+9.1%	0.002%
7/24/2024	Diversified LLC	10,611	$974K	0.1%	+7.8%	0.003%
7/24/2024	ShoreHaven Wealth Partners LLC	29,196	$2.68M	1.4%	-1.8%	0.009%
7/24/2024	JB Capital LLC	341,457	$31.35M	2.0%	+1.2%	0.100%
7/24/2024	Eagle Ridge Investment Management	204,766	$18.80M	1.7%	+3.2%	0.060%
7/24/2024	My Legacy Advisors LLC	40,429	$3.71M	1.2%	N/A	0.012%
7/24/2024	&PARTNERS	2,962	$272K	0.0%	N/A	0.001%
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7/23/2024	Geneos Wealth Management Inc.	82,221	$7.55M	0.3%	-4.2%	0.024%
7/23/2024	Tevis Investment Management	2,188	$201K	0.2%	N/A	0.001%
7/23/2024	PSI Advisors LLC	454	$42K	0.0%	+2,289.5%	0.000%
7/23/2024	Proffitt & Goodson Inc.	34,854	$3.20M	0.6%	-5.2%	0.010%
7/23/2024	Concourse Financial Group Securities Inc.	224,682	$20.63M	1.3%	-5.3%	0.066%
7/23/2024	Keystone Financial Services	69,392	$6.37M	2.6%	+6.0%	0.020%
7/23/2024	NewSquare Capital LLC	163,199	$14.98M	1.3%	+2.6%	0.048%
7/23/2024	Horst & Graben Wealth Management LLC	222,728	$20.45M	3.9%	-1.6%	0.065%
7/23/2024	Security Financial Services INC.	107,069	$9.83M	2.1%	+2.0%	0.031%
7/22/2024	Atria Wealth Solutions Inc.	303,414	$27.86M	0.3%	-3.6%	0.089%
7/22/2024	Fifth Third Bancorp	1,142	$105K	0.0%	+859.7%	0.000%
7/22/2024	RTD Financial Advisors Inc.	3,382	$311K	0.0%	N/A	0.001%
7/22/2024	Legacy Capital Group California Inc.	5,510	$506K	0.2%	-20.0%	0.002%
7/22/2024	Focus Financial Network Inc.	39,681	$3.70M	0.2%	+3.2%	0.012%
7/22/2024	LongView Wealth Management	3,527	$324K	0.1%	-16.3%	0.001%
7/22/2024	RCS Financial Planning LLC	13,075	$1.20M	0.7%	+15.2%	0.004%
7/22/2024	West Coast Financial LLC	269,856	$24.78M	2.9%	+14.5%	0.079%
7/22/2024	Pallas Capital Advisors LLC	7,611	$708K	0.0%	-8.2%	0.002%
7/22/2024	Dakota Wealth Management	66,555	$6.11M	0.1%	N/A	0.019%
7/20/2024	First Horizon Advisors Inc.	32,293	$2.97M	0.1%	+7.2%	0.009%
7/20/2024	Continuum Advisory LLC	3,271	$300K	0.0%	+11.3%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	12,713	$1.17M	0.1%	-31.3%	0.004%
7/20/2024	Raymond James Financial Services Advisors Inc.	484,979	$44.53M	0.1%	-2.5%	0.142%
7/20/2024	AAFMAA Wealth Management & Trust LLC	66,305	$6.09M	3.0%	+2.4%	0.019%
7/20/2024	Apollon Wealth Management LLC	25,359	$2.33M	0.1%	-22.6%	0.007%
7/19/2024	ADE LLC	7,395	$679K	0.5%	-5.2%	0.002%
7/19/2024	MONECO Advisors LLC	3,151	$289K	0.0%	-8.7%	0.001%
7/19/2024	Western Wealth Management LLC	15,263	$1.40M	0.1%	-24.7%	0.004%
7/19/2024	Western Financial Corp CA	6,879	$632K	0.4%	-3.1%	0.002%
7/19/2024	Raymond James & Associates	631,313	$57.96M	0.0%	+23.0%	0.185%
7/19/2024	CAP Partners LLC	10,083	$926K	0.8%	+3.0%	0.003%
7/19/2024	Hoxton Planning & Management LLC	28,782	$2.64M	1.2%	+6.6%	0.008%
7/19/2024	TCW Group Inc.	157,922	$14.50M	0.1%	-0.1%	0.046%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,121,472	$102.96M	0.1%	+4.5%	0.328%
7/19/2024	Spectrum Planning & Advisory Services Inc.	37,551	$3.47M	3.3%	N/A	0.011%
7/19/2024	Sensible Financial Planning & Management LLC.	661,103	$60.70M	13.1%	+4.0%	0.194%
7/19/2024	World Equity Group Inc.	3,068	$282K	0.1%	-48.4%	0.001%
7/18/2024	Sutton Place Investors LLC	12,225	$1.12M	0.7%	-2.1%	0.004%
7/18/2024	Brookstone Capital Management	100,104	$9.34M	0.2%	-53.5%	0.029%
7/18/2024	Blue Trust Inc.	1,476,042	$136.42M	1.9%	-0.3%	0.432%
7/18/2024	Miracle Mile Advisors LLC	1,357,075	$124.59M	3.0%	+53.5%	0.398%
7/18/2024	Naples Global Advisors LLC	7,158	$657K	0.1%	N/A	0.002%
7/17/2024	Narus Financial Partners LLC	5,532	$508K	0.2%	+2.9%	0.002%
7/17/2024	Community Trust & Investment Co.	97,180	$8.92M	0.6%	-5.7%	0.028%
7/17/2024	Midwest Heritage Bank FSB	4,559	$419K	0.2%	-6.1%	0.001%
7/17/2024	FSC Wealth Advisors LLC	4,780	$439K	0.3%	+34.6%	0.001%
7/17/2024	Montecito Bank & Trust	19,933	$1.83M	0.4%	-14.0%	0.006%
7/17/2024	Galvin Gaustad & Stein LLC	232,706	$21.37M	2.0%	-2.2%	0.068%
7/17/2024	Cobblestone Asset Management LLC	60,638	$5.57M	3.6%	-2.8%	0.018%
7/17/2024	DB Fitzpatrick & Co Inc	19,518	$1.79M	1.7%	+0.6%	0.006%
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7/17/2024	Sharkey Howes & Javer	176,634	$16.22M	2.6%	+5.2%	0.052%
7/17/2024	Leavell Investment Management Inc.	113,376	$10.41M	0.6%	+33.5%	0.033%
7/17/2024	SteelPeak Wealth LLC	135,642	$12.45M	0.6%	+4.3%	0.040%
7/17/2024	180 Wealth Advisors LLC	10,211	$948K	0.2%	+58.4%	0.003%
7/17/2024	Seed Wealth Management Inc.	9,420	$865K	0.8%	N/A	0.003%
7/17/2024	AdvisorNet Financial Inc	25,956	$2.38M	0.2%	-1.5%	0.008%
7/16/2024	Envestnet Portfolio Solutions Inc.	2,835,063	$260.29M	0.9%	+1.5%	0.830%
7/16/2024	ORG Partners LLC	41,408	$3.76M	0.5%	N/A	0.012%
7/16/2024	DMC Group LLC	17,927	$1.65M	1.4%	+5.2%	0.005%
7/16/2024	Sunesis Advisors LLC	32,692	$3.00M	1.8%	+0.5%	0.010%

(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, 982 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($5.85B), JPMorgan Chase & Co. ($2.33B), Envestnet Asset Management Inc. ($2.01B), LPL Financial LLC ($1.47B), Ameriprise Financial Inc. ($1.18B), Jane Street Group LLC ($779.02M), and Morgan Stanley ($695.88M).Learn more on MBB's institutional investors.
What percentage of iShares MBS ETF stock is owned by institutional investors?: 91.70% 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 858 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. ($19.55M), LPL Financial LLC ($13.16M), Jane Street Group LLC ($10.31M), JPMorgan Chase & Co. ($6.13M), Bank of America Corp DE ($4.96M), TIAA Trust National Association ($4.71M), and US Bancorp DE ($4.49M).

How much institutional buying is happening at iShares MBS ETF?: Institutional investors have bought a total of 155,090,801 shares in the last 24 months. This purchase volume represents approximately $22.52B in transactions.
Which iShares MBS ETF major shareholders have been selling company stock?: Of the 595 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: Bank of America Corp DE ($10.48M), Envestnet Asset Management Inc. ($9.31M), JPMorgan Chase & Co. ($5.26M), US Bancorp DE ($4.16M), State of Tennessee Treasury Department ($2.41M), Thrivent Financial for Lutherans ($2.00M), and Osaic Holdings Inc. ($1.67M).
How much institutional selling is happening at iShares MBS ETF?: Institutional investors have sold a total of 64,348,002 shares in the last 24 months. This volume of shares sold represents approximately $8.63B in transactions.