S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
What to watch for as China's major political meeting of the year gets underway
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
What to watch for as China's major political meeting of the year gets underway
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
What to watch for as China's major political meeting of the year gets underway
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
What to watch for as China's major political meeting of the year gets underway
Critical asset just had biggest fall on record (Ad)
South Korean doctors hold massive anti-government rally over medical school recruitment plan
Former Bank of Beijing chairman under investigation, part of China's crackdown on corruption

iShares MBS ETF (MBB) Institutional Ownership

$92.06
+0.44 (+0.48%)
(As of 03/1/2024 ET)

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

Current
Institutional Ownership
Percentage
92.51%
Number of
Institutional Buyers
(last 12 months)
686
Total
Institutional Inflows
(last 12 months)
$10.59 B
Number of
Institutional Sellers
(last 12 months)
439
Total
Institutional Outflows
(last 12 months)
$4.95 B
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MBB Institutional Buying and Selling by Quarter


iShares MBS ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/29/2024Scarborough Advisors LLC53,650$5.05M1.0%-0.8%0.017%
2/29/2024Tortoise Investment Management LLC229,761$21.62M2.9%-25.0%0.075%
2/28/2024EP Wealth Advisors LLC5,509$0.52M0.0%+240.5%0.002%
2/26/2024Syon Capital LLC21,366$2.01M0.2%-85.4%0.007%
2/26/2024Integrated Advisors Network LLC35,880$3.38M0.2%-5.4%0.012%
2/23/2024Cim LLC92,487$8.45M1.4%N/A0.030%
2/23/2024Chicago Partners Investment Group LLC2,281$0.21M0.0%-4.8%0.001%
2/23/2024Beacon Financial Group27,590$2.60M0.3%+105.3%0.009%
2/20/2024Able Wealth Management LLC453$43K0.0%N/A0.000%
2/16/2024SageView Advisory Group LLC3,339$0.31M0.0%-17.7%0.001%
2/16/2024Oarsman Capital Inc.33,424$3.15M0.8%N/A0.011%
2/16/2024Harbour Investments Inc.30,657$2.88M0.1%-12.5%0.010%
2/15/2024Mercer Global Advisors Inc. ADV50,247$4.73M0.0%-9.9%0.016%
2/15/2024High Falls Advisors Inc165,690$15.59M4.2%+0.7%0.054%
2/15/2024Venture Visionary Partners LLC5,210$0.49M0.0%N/A0.002%
2/15/2024Townsquare Capital LLC108,031$10.16M0.2%+145.5%0.035%
2/15/2024Swmg LLC49,465$4.65M2.2%-2.5%0.016%
2/15/2024Virtue Capital Management LLC4,617$0.43M0.1%+52.7%0.002%
2/15/2024Encompass More Asset Management5,565$0.52M0.6%N/A0.002%
2/15/2024SkyView Investment Advisors LLC420,841$39.71M9.6%+1,902.6%0.137%
2/15/2024Vernal Point Advisors LLC19,000$1.79M1.9%N/A0.006%
2/15/2024Vident Advisory LLC3,682$0.35M0.0%+50.2%0.001%
2/15/2024Voya Financial Advisors Inc.73,092$6.88M0.8%-0.2%0.024%
2/15/2024Mill Creek Capital Advisors LLC360,725$33.94M1.0%+6.3%0.117%
2/15/2024Modera Wealth Management LLC171,479$16.13M0.3%+66.8%0.056%
2/15/2024Modern Wealth Management LLC3,204$0.30M0.0%N/A0.001%
2/15/2024NSI Retail Advisors LLC21,300$2M0.3%-15.5%0.007%
2/15/2024Nwam LLC6,284$0.59M0.0%-32.4%0.002%
2/15/2024Nuveen Asset Management LLC47,898$4.51M0.0%N/A0.016%
2/15/2024OLD Mission Capital LLC3,749$0.35M0.0%N/A0.001%
2/15/2024Forefront Analytics LLC58,379$5.49M2.7%+158.1%0.019%
2/15/2024Freedom Investment Management Inc.10,447$0.98M0.1%+47.7%0.003%
2/15/2024Baird Financial Group Inc.62,057$5.84M0.0%-24.5%0.020%
2/15/2024Comerica Bank48,669$4.58M0.0%-25.6%0.016%
2/14/2024Royal Bank of Canada2,172,309$204.37M0.0%-5.6%0.706%
2/14/2024Midland Wealth Advisors LLC1,609,920$151.46M10.4%N/A0.524%
2/14/2024Continuum Advisory LLC3,152$0.30M0.0%-46.8%0.001%
2/14/2024Pathstone Holdings LLC206,117$19.39M0.1%N/A0.067%
2/14/2024Pacific Financial Group Inc.9,105$0.86M0.6%+2.4%0.003%
2/14/2024Kestra Advisory Services LLC155,040$14.59M0.1%+10.1%0.050%
2/14/2024Creative Planning333,228$31.35M0.0%+5.4%0.108%
2/14/2024Brown Wealth Management LLC22,204$2.09M0.9%+2.6%0.007%
2/14/2024Redwood Investment Management LLC13,924$1.31M0.1%+24.0%0.005%
2/14/2024RMB Capital Management LLC12,311$1.16M0.0%N/A0.004%
2/14/2024Jacobi Capital Management LLC17,699$1.67M0.2%+11.4%0.006%
2/14/2024BOKF NA7,705$0.73M0.0%+322.2%0.003%
2/14/2024Hancock Whitney Corp1,258,998$118.45M4.4%-6.4%0.409%
2/14/2024Icon Wealth Advisors LLC137,050$12.89M1.3%N/A0.045%
2/14/2024Bridgewater Associates LP1,451,800$136.59M0.8%-2.0%0.472%
2/14/2024Tcwp LLC2,411$0.23M0.6%-5.5%0.001%
2/14/2024MGO One Seven LLC4,696$0.44M0.0%+29.8%0.002%
2/14/2024Retirement Capital Strategies142,190$13.38M5.8%N/A0.046%
2/14/2024Cresset Asset Management LLC217,754$20.49M0.1%+431.0%0.071%
2/14/2024Regal Investment Advisors LLC45,094$4.24M0.3%+4.5%0.015%
2/14/2024State of Tennessee Treasury Department2,944,478$277.02M1.1%-45.0%0.958%
2/14/2024Verition Fund Management LLC5,000$0.47M0.0%N/A0.002%
2/14/2024Sei Investments Co.1,876,650$176.55M0.3%+1.9%0.610%
2/14/2024Mosley Wealth Management26,912$2.53M2.5%N/A0.009%
2/14/2024Connectus Wealth LLC548,677$51.66M1.0%-41.5%0.178%
2/14/2024Traction Financial Partners LLC2,326$0.22M0.1%N/A0.001%
2/14/2024Vermillion & White Wealth Management Group LLC2,943$0.28M0.3%N/A0.001%
2/14/2024Westwood Holdings Group Inc.6,520$0.61M0.0%+129.8%0.002%
2/14/2024Waterloo Capital L.P.2,698$0.25M0.0%N/A0.001%
2/14/2024Angeles Investment Advisors LLC7,000$0.66M0.0%N/A0.002%
2/13/2024Client 1ST Advisory Group LLC28,587$2.69M1.3%-30.3%0.009%
2/13/2024Morningstar Investment Services LLC26,957$2.54M0.0%+280.9%0.009%
2/13/2024Envestnet Asset Management Inc.21,347,964$2.01B0.8%-3.7%6.942%
2/13/2024Stephens Inc. AR160,506$15.10M0.3%+62.6%0.052%
2/13/2024Exencial Wealth Advisors LLC6,908$0.65M0.0%N/A0.002%
2/13/2024Cetera Advisor Networks LLC402,615$37.88M0.2%-5.4%0.131%
2/13/2024Essential Planning LLC.49,060$4.62M2.3%-4.1%0.016%
2/13/2024Oppenheimer & Co. Inc.13,395$1.26M0.0%+29.1%0.004%
2/13/2024First Trust Advisors LP147,844$13.91M0.0%+75.6%0.048%
2/13/2024CIBC Private Wealth Group LLC79,568$7.49M0.0%+3.5%0.026%
2/13/2024Beacon Bridge Wealth Partners LLC110,554$10.40M5.2%+24.7%0.036%
2/13/2024CIBC Asset Management Inc415,107$39.05M0.1%-0.4%0.135%
2/13/2024SWS Partners7,823$0.74M0.2%+37.5%0.003%
2/13/2024United Community Bank3,190$0.30M0.1%-7.2%0.001%
2/13/2024FinTrust Capital Advisors LLC4,401$0.41M0.1%-3.5%0.001%
2/12/2024Brown Brothers Harriman & Co.19,387$1.82M0.0%N/A0.006%
2/12/2024Adams Wealth Management6,273$0.59M0.2%N/A0.002%
2/12/2024Chesapeake Wealth Management4,784$0.45M0.2%+31.4%0.002%
2/12/2024Scotia Capital Inc.2,755$0.26M0.0%-13.1%0.001%
2/12/2024Manhattan West Asset Management LLC47,727$4.49M1.3%+14.3%0.016%
2/12/2024Bush Investment Group LLC11,141$1.03M1.0%N/A0.004%
2/12/2024Evoke Wealth LLC638,533$60.07M1.3%-8.2%0.208%
2/12/2024Parnassus Investments LLC232,752$21.90M0.0%+55.4%0.076%
2/12/2024Fiduciary Trust Co7,194$0.68M0.0%-5.0%0.002%
2/12/2024J. W. Coons Advisors LLC13,404$1.26M0.3%-2.5%0.004%
2/12/2024Allianz Asset Management GmbH409,489$38.53M0.1%+0.5%0.133%
2/12/2024Focus Financial Network Inc. ADV44,759$4.21M0.2%N/A0.015%
2/12/2024Stifel Financial Corp3,024,264$284.52M0.4%-3.1%0.984%
2/12/2024Steward Partners Investment Advisory LLC46,157$4.34M0.1%+2.2%0.015%
2/12/2024Pine Valley Investments Ltd Liability Co3,343$0.32M0.0%-9.5%0.001%
2/12/2024CAP Partners LLC11,502$1.08M1.1%N/A0.004%
2/12/2024AAFMAA Wealth Management & Trust LLC57,087$5.37M3.0%N/A0.019%
2/12/2024Hilltop Holdings Inc.125,744$11.83M1.3%+0.3%0.041%
2/12/2024Chesapeake Capital Corp IL28,172$2.65M1.9%N/A0.009%
2/12/2024Hsbc Holdings PLC25,507$2.40M0.0%-7.5%0.008%
2/12/2024Cape Investment Advisory Inc.1,983$0.19M0.1%-11.7%0.001%
(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, 1,025 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. ($2.42B), Envestnet Asset Management Inc. ($2.01B), LPL Financial LLC ($1.47B), Ameriprise Financial Inc. ($1.18B), Morgan Stanley ($695.88M), and BlackRock Inc. ($619.45M).Learn more on MBB's institutional investors.

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

92.51% 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 919 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. ($20.05M), JPMorgan Chase & Co. ($13.83M), LPL Financial LLC ($13.16M), Bank of America Corp DE ($4.96M), US Bancorp DE ($4.49M), BlackRock Inc. ($4.45M), and TIAA Trust National Association ($4.22M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 160,823,069 shares in the last 24 months. This purchase volume represents approximately $25.50B in transactions.

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

Of the 631 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 ($18.18M), Envestnet Asset Management Inc. ($9.31M), Charles Schwab Investment Management Inc. ($4.23M), Jane Street Group LLC ($3.63M), US Bancorp DE ($2.71M), State of Tennessee Treasury Department ($2.41M), and Thrivent Financial for Lutherans ($2.14M).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 81,796,069 shares in the last 24 months. This volume of shares sold represents approximately $13.16B in transactions.


This page (NASDAQ:MBB) was last updated on 3/3/2024 by MarketBeat.com Staff