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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$89.97 +0.14 (+0.16%)
Closing price 04:00 PM Eastern
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$89.62 -0.36 (-0.39%)
As of 07:30 PM Eastern
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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)
762
Total
Institutional Inflows
(last 12 months)
$4.79B
Number of
Institutional Sellers
(last 12 months)
393
Total
Institutional Outflows
(last 12 months)
$5.44B
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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
10/13/2026Lincoln Capital Corp2,673$240K0.1%N/A0.001%
10/13/2026Madson Wealth Advisors Inc7,620$683K0.5%-28.7%0.002%
10/13/2026Sax Wealth Advisors LLC109,264$9.79M0.3%+2,800.6%0.028%
10/13/2026Fermata Advisors LLC44,822$4.02M0.8%N/A0.011%
10/13/2026Midwest Financial Network LLC3,943$353K0.3%+16.0%0.001%
10/13/2026JGP Wealth Management LLC30,689$2.75M0.2%-26.6%0.008%
10/9/2026Sound Income Strategies LLC4,925$442K0.0%-41.3%0.001%
10/9/2026Balefire LLC26,435$2.37M0.4%+37.3%0.007%
10/9/2026Successful Portfolios LLC6,905$615K0.3%+4.4%0.002%
10/9/2026Intelligence Driven Advisers LLC26,218$2.35M0.4%N/A0.007%
10/9/2026Central Bank & Trust Co.2,931$263K0.0%-95.4%0.001%
10/9/2026Insight Wealth Strategies LLC49,492$4.44M0.4%+3.3%0.012%
10/9/2026McNaughton Wealth Management LLC59,347$5.32M1.9%N/A0.015%
10/9/2026Market Street Wealth Management Advisors LLC220,982$19.80M2.8%+7,313.0%0.056%
10/9/2026Monument Capital Management56,820$5.09M1.1%+8.1%0.014%
10/9/2026Acropolis Investment Management LLC11,035$989K0.0%N/A0.003%
10/9/2026Galvin Gaustad & Stein LLC191,296$17.14M1.3%N/A0.048%
10/8/2026Financial Enhancement Group LLC3,404$304K0.0%-11.8%0.001%
10/8/2026Invariant Investment Management20,504$1.83M1.1%N/A0.005%
10/8/2026Farther Finance Advisors LLC58,541$5.25M0.0%-51.5%0.015%
10/8/2026Sapient Capital LLC19,088$1.71M0.0%-9.8%0.005%
10/8/2026CoreCap Advisors LLC2,525$226K0.0%-97.5%0.001%
10/8/2026Titleist Asset Management LLC11,770$1.06M0.1%-5.7%0.003%
10/8/2026Apella Capital LLC3,499$312K0.0%N/A0.001%
10/8/2026Avidian Wealth Enterprises LLC439,200$39.36M1.1%N/A0.111%
10/8/2026Whalen Wealth Management Inc.3,431$307K0.1%-88.2%0.001%
10/7/2026Venture Visionary Partners LLC26,263$2.35M0.1%N/A0.007%
10/7/2026Cassilly Financial Group LLC10,549$945K0.6%-62.3%0.003%
10/7/2026Wealth Enhancement Trust Services Inc.741$66K0.0%N/A0.000%
10/6/2026Bangor Savings Bank429,111$38.46M2.9%N/A0.108%
10/5/2026Rosenberg Matthew Hamilton19,603$1.76M0.3%+748.2%0.005%
10/5/2026Tompkins Financial Corp795$71K0.0%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.1,711,063$153.35M1.8%N/A0.423%
10/5/2026FC Advisory LLC9,178$823K0.2%+2.2%0.002%
10/5/2026Rockland Trust Co.663,553$59.47M2.3%N/A0.164%
10/2/2026 Boltwood Capital Management147,239$13.20M3.0%-35.0%0.036%
10/1/2026 Montecito Bank & Trust10,088$904K0.1%-35.0%0.002%
10/1/2026 Confluence Investment Management LLC290,234$26.01M0.4%-4.4%0.071%
9/25/2026Atomic Invest LLC1,430$136K0.0%-46.1%0.000%
9/23/2026Envestnet Portfolio Solutions Inc.2,119,612$200.35M0.9%+9.8%0.498%
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9/23/2026Envestnet Asset Management Inc.30,910,875$2.92B0.4%+6.9%7.256%
9/11/2026Talon Private Wealth LLC260,720$24.64M2.9%+1.3%0.062%
9/9/2026Tortoise Investment Management LLC6,005$568K0.0%-7.5%0.001%
9/9/2026Sequoia Financial Advisors LLC16,573$1.57M0.0%-31.4%0.004%
9/9/2026Tidal Investments LLC29,567$2.79M0.0%+47.1%0.007%
9/9/2026Van Hulzen Asset Management LLC45,661$4.32M0.3%-31.7%0.011%
9/9/2026Archford Capital Strategies LLC68,826$6.51M0.7%-3.6%0.016%
9/9/2026Capital Analysts LLC82,871$7.83M0.2%+21.6%0.020%
9/9/2026NorthRock Partners LLC444,758$42.04M0.6%-4.6%0.106%
9/9/2026Integrated Wealth Concepts LLC175,469$16.59M0.1%+3.6%0.042%
9/9/2026RFG Advisory LLC10,349$978K0.0%-4.1%0.002%
9/9/2026NewEdge Advisors LLC984,369$93.04M0.3%+20.5%0.235%
9/9/2026IFP Advisors Inc22,723$2.15M0.0%-0.8%0.005%
9/9/2026Squarepoint Ops LLC2,843$269K0.0%+5.1%0.001%
9/9/2026Baird Financial Group Inc.440,730$41.66M0.1%+12.6%0.105%
9/9/2026XY Planning Network Inc.14,337$1.36M0.2%+12.4%0.003%
9/8/2026Allworth Financial LP3,034,893$286.86M1.2%-8.9%0.724%
9/8/2026Waverly Advisors LLC35,252$3.33M0.0%+77.2%0.008%
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%
9/2/2026Allianz Asset Management GmbH643,669$60.84M0.0%-3.8%0.154%
8/31/2026Alternative Investment Advisors LLC.5,293$285K0.1%N/A0.001%
8/31/2026Alternative Investment Advisors LLC.64,070$6.06M2.3%-3.0%0.015%
8/27/2026Corient Private Wealth LP786,118$74.30M0.1%+28.3%0.188%
8/25/2026Advus Financial Partners LLC7,480$664K0.2%N/A0.002%
8/25/2026Advus Financial Partners LLC53,956$5.10M1.2%+1.9%0.013%
8/23/2026Hyundai Investments Co. Ltd.8,037$763K0.8%+95.4%0.002%
8/23/2026Hyundai Investments Co. Ltd.16,705$900K1.0%N/A0.004%
8/23/2026DMC Group LLC12,123$1.15M0.8%-11.7%0.003%
8/23/2026Ameritas Advisory Services LLC95,076$8.44M0.2%+963.0%0.023%
8/23/2026Guardian Wealth Advisors LLC NC20,792$1.97M0.1%+0.9%0.005%
8/23/2026Endeavor Private Wealth Inc.8,782$779K0.2%+43.3%0.002%
8/23/2026Endeavor Private Wealth Inc.52,378$4.95M1.2%+25.6%0.013%
8/23/2026Sovereign Investment Advisors LLC24,800$2.34M0.4%+22.2%0.006%
8/22/2026Noble Wealth Partners LLC2,199$208K0.2%N/A0.001%
8/22/2026Advisory Solutions Group LLC30,454$2.88M1.0%N/A0.007%
8/22/2026Rose Capital Advisors LLC12,551$1.19M0.6%N/A0.003%
8/22/2026Montgomery Financial Services LLC285$27K0.0%N/A0.000%
8/22/2026Strive Financial Group LLC14,113$1.33M0.6%+19.4%0.003%
8/22/2026Invested Advisors3,808$205K0.2%N/A0.001%
8/22/2026Cassilly Financial Group LLC10,723$951K0.7%+15.1%0.003%
8/22/2026Cassilly Financial Group LLC27,957$2.64M1.9%+1.8%0.007%
8/22/2026Hopwood Nicholas Hunter15,571$1.47M0.4%N/A0.004%
8/22/2026Blalock Williams LLC5,321$503K0.3%+14.0%0.001%
8/22/2026Aureum Wealth Management LLC93,670$8.85M5.5%+1.6%0.022%
8/22/2026Elevation Wealth Management LLC2,579$244K0.2%-12.1%0.001%
8/22/2026BAM Wealth Management LLC3,589$318K0.2%N/A0.001%
8/22/2026K2 Financial Inc.18,600$1.75M1.2%+5.9%0.004%
8/22/2026Retirement Wealth Solutions LLC1,169$104K0.1%+42.7%0.000%
8/22/2026Retirement Wealth Solutions LLC11,517$1.09M0.6%+18.2%0.003%
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8/22/2026Legacy Wealth Managment LLC ID2,407$227K0.1%+3,492.5%0.001%
8/22/2026LifePlan Investment Advisors Inc.5,878$522K0.2%+46.6%0.001%
8/22/2026LifePlan Investment Advisors Inc.27,229$2.57M0.9%+27.7%0.006%
8/22/2026Sapient Capital LLC21,153$2.00M0.0%+838.9%0.005%
8/22/2026Rogco LP405$38K0.0%N/A0.000%
8/22/2026DORVAL Corp11,610$625K0.2%N/A0.003%
8/22/2026Kickstand Ventures LLC.22,010$2.08M0.4%-15.0%0.005%
8/22/2026Concurrent Investment Advisors LLC8,400$452K0.0%N/A0.002%
8/22/2026Concurrent Investment Advisors LLC12,390$1.10M0.0%+27.4%0.003%
8/22/2026Concurrent Investment Advisors LLC105,404$9.96M0.1%+30.2%0.025%


MBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,154 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), Envestnet Asset Management Inc. ($2.92B), LPL Financial LLC ($2.66B), 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 1,059 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 Envestnet Asset Management Inc. ($4.22M).

Institutional investors have bought a total of 50,554,470 shares in the last 24 months. This purchase volume represents approximately $4.79B in transactions.

Of the 393 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 57,137,198 shares in the last 24 months. This volume of shares sold represents approximately $5.44B in transactions.


Related Companies

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 10/13/2026. New 13F filings are added each quarter as they're published.
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