Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$94.08 0.00 (0.00%)
As of 05/22/2026 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)
462
Total
Institutional Outflows
(last 12 months)
$6.12B
Get MBB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MBS ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MBB Institutional Buying and Selling by Quarter

iShares MBS ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/20/2026 Arete Wealth Advisors LLC14,761$1.40M0.1%-11.4%0.004%
5/20/2026 TrueWealth Financial Partners2,679$254K0.1%-64.9%0.001%
5/19/2026 Western Wealth Management LLC26,930$2.56M0.1%+1.8%0.007%
5/19/2026 GTS Financial LLC35,156$3.30M2.4%N/A0.009%
5/19/2026 Bank of America Corp DE66,207,297$6.29B0.5%-6.8%16.380%
5/19/2026 Cassady Wealth & Retirement Planning LLC3,120$296K0.1%-7.9%0.001%
5/19/2026 Ashton Thomas Securities LLC35,496$3.37M0.4%+1.0%0.009%
5/19/2026 Arkadios Wealth Advisors30,629$2.91M0.0%-3.3%0.008%
5/19/2026 IFS Group LLC20,722$1.97M1.8%N/A0.005%
5/19/2026 Arete Wealth Advisors LLC14,761$1.40M0.1%-11.4%0.004%
5/18/2026 EverSource Wealth Advisors LLC114,489$10.87M0.3%+1.4%0.028%
5/18/2026 Talon Private Wealth LLC257,501$24.45M3.2%N/A0.064%
5/18/2026 Readystate Asset Management LP10,182$967K0.0%N/A0.003%
5/18/2026 Royal Bank of Canada1,408,747$133.76M0.0%+1.7%0.349%
5/18/2026 Estate Counselors LLC232,819$22.11M2.0%+99.7%0.058%
5/16/2026 Quantinno Capital Management LP4,103$390K0.0%N/A0.001%
5/16/2026 Lazard Asset Management LLC121,088$11.50M0.0%+2.0%0.030%
5/15/2026 Intelligence Driven Advisers LLC16,190$1.54M0.3%-8.1%0.004%
5/15/2026 Gateway Wealth Partners LLC96,332$9.15M0.4%+285.6%0.024%
5/15/2026 Cypress Capital Group5,298$503K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC19,894$1.89M0.0%-9.6%0.005%
5/15/2026 Wealth Alliance LLC65,037$6.18M0.6%+6.6%0.016%
5/14/2026 Renaissance Technologies LLC28,000$2.66M0.0%+233.9%0.007%
5/14/2026 Hilltop Holdings Inc.110,730$10.51M0.9%-40.5%0.027%
5/14/2026 Compound Planning Inc.25,033$2.38M0.1%+22.5%0.006%
5/14/2026 Modern Wealth Management LLC185,341$17.55M0.3%+26.7%0.046%
5/14/2026 Keebeck Wealth Management73,320$6.96M0.8%+340.6%0.018%
5/14/2026 Orleans Capital Management Corp LA2,643$251K0.2%N/A0.001%
5/14/2026 Sei Investments Co.2,194,447$208.34M0.2%+5.2%0.543%
5/14/2026 Lido Advisors LLC14,608$1.39M0.0%+49.3%0.004%
5/13/2026 Cetera Investment Advisers2,026,264$192.39M0.2%+2.3%0.501%
5/13/2026 Prestige Wealth Management Group LLC316,041$30.01M5.9%+17,959.5%0.078%
5/13/2026 Clearwater Capital Advisors LLC325,036$30.86M2.5%+4.4%0.080%
5/13/2026 Signature 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%
5/13/2026 Alesco Advisors LLC An ESL Co75,512$7.17M0.2%+1.1%0.019%
5/13/2026 CI Investments Inc.47,247$4.49M0.0%-20.5%0.012%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

Claim Your Stake Now
5/13/2026 First Trust Advisors LP164,835$15.65M0.0%-1.4%0.041%
5/8/2026 PNC Financial Services Group Inc.3,106,470$294.96M0.2%+3.5%0.769%
5/8/2026 Glenview Trust Co2,263$215K0.0%N/A0.001%
5/8/2026 Johnson Financial Group Inc.228,370$21.68M0.8%-2.4%0.056%
5/7/2026 Lowe Brockenbrough & Co. Inc.9,972$947K0.0%+52.9%0.002%
5/7/2026 Scarborough Advisors LLC89,008$8.45M0.9%N/A0.022%
5/7/2026 Balefire LLC3,415$324K0.1%N/A0.001%
5/7/2026 Parallel Advisors LLC26,880$2.55M0.0%-47.8%0.007%
5/7/2026 Regimen Wealth LLC11,479$1.09M0.3%-24.5%0.003%
5/7/2026 Vision Retirement LLC10,575$1.00M0.3%-16.7%0.003%
5/7/2026 World Equity Group Inc.5,922$562K0.1%+10.4%0.001%
5/7/2026 Precision Wealth Strategies LLC3,786$359K0.1%-12.6%0.001%
5/7/2026 Tandem Wealth Advisors LLC126,557$12.02M5.4%-28.1%0.031%
5/6/2026 GatePass Capital LLC7,971$757K0.4%+13.8%0.002%
5/6/2026 Quadrant Private Wealth Management LLC35,064$3.33M0.5%+14.7%0.009%
5/6/2026 Bartlett & CO. Wealth Management LLC161,108$15.22M0.2%+5.6%0.040%
5/6/2026 Kesler Norman & Wride LLC2,336$222K0.0%N/A0.001%
5/6/2026 Cornerstone Planning Group LLC38,726$3.65M0.5%+29.7%0.010%
5/6/2026 Modera Wealth Management LLC295,435$28.05M0.3%+0.6%0.073%
5/6/2026 Assetmark Inc.162,082$15.39M0.0%-1.1%0.040%
5/6/2026 Fiscal Wisdom Wealth Management LLC5,647$536K0.5%+28.8%0.001%
5/6/2026 Bessemer Group Inc.1,596,964$151.63M0.2%+6.5%0.395%
5/6/2026 SteelPeak Wealth LLC190,554$18.09M0.6%+8.4%0.047%
5/6/2026 Frisch Financial Group Inc.23,160$2.20M0.5%+801.5%0.006%
5/6/2026 Independent Financial Group LLC57,964$5.50M0.2%N/A0.014%
5/6/2026 Prosperity Consulting Group LLC2,508$238K0.0%-6.0%0.001%
5/5/2026 Quartz Partners LLC5,833$554K0.2%-10.3%0.001%
5/5/2026 Westover Capital Advisors LLC119,668$11.36M2.1%+0.7%0.030%
5/5/2026 D.A. Davidson & CO.23,657$2.25M0.0%+5.4%0.006%
5/5/2026 Bank of New York Mellon Corp2,314,725$219.78M0.0%+9.5%0.573%
5/5/2026 Theory Financial LLC111,949$10.63M3.7%+1.2%0.028%
5/5/2026 Geneos Wealth Management Inc.156,532$14.86M0.3%+35.5%0.039%
5/5/2026 Advisors Preferred LLC53,155$5.05M0.7%+25.9%0.013%
5/5/2026 Sanctuary Advisors LLC327,194$31.07M0.2%+3.9%0.081%
5/5/2026 Sigma Planning Corp13,542$1.29M0.0%+14.7%0.003%
5/5/2026 Mill Capital Management LLC2,584$245K0.0%+25.4%0.001%
5/5/2026 Checchi Capital Advisers LLC147,860$14.04M0.7%+1.8%0.037%
5/5/2026 Wealthgarden F.S. LLC8,434$801K0.5%-8.3%0.002%
5/5/2026 Nwam LLC9,081$862K0.0%+14.1%0.002%
5/5/2026 Hillsdale Investment Management Inc.3,430$326K0.0%+41.2%0.001%
5/4/2026 Summit Wealth Group LLC10,585$1.01M0.2%-2.8%0.003%
5/4/2026 Legacy Capital Group California Inc.4,583$435K0.2%-6.9%0.001%
5/4/2026 Lutz Financial Services LLC631,850$59.99M4.0%+5.7%0.156%
5/4/2026 Bryn Mawr Trust Advisors LLC4,111$390K0.0%+93.1%0.001%
5/4/2026 Northland Securities Inc.3,055$290K0.3%+26.1%0.001%
5/4/2026 Vantage Point Financial LLC5,456$518K0.2%+5.0%0.001%
5/4/2026 Uptick Partners LLC7,962$756K0.2%+30.9%0.002%
5/4/2026 Lifeworks Advisors LLC186,396$17.70M2.3%-0.9%0.046%
5/4/2026 Procyon Advisors LLC83,909$7.97M0.1%-7.2%0.021%
5/2/2026 CAP Partners LLC16,214$1.54M0.9%+8.1%0.004%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

Claim Your Stake Now
5/2/2026 Global Assets Advisory LLC18,251$1.73M0.4%+45.4%0.005%
5/2/2026 Diversify Wealth Management LLC73,404$6.95M0.1%+81.2%0.018%
5/2/2026 Carnegie Investment Counsel256,676$24.37M0.5%+1.6%0.064%
5/2/2026 UNIVEST FINANCIAL Corp42,806$4.06M0.2%+13.3%0.011%
5/1/2026 180 Wealth Advisors LLC7,673$729K0.1%+2.0%0.002%
5/1/2026 Ferguson Wellman Capital Management Inc.1,462,193$138.84M1.9%N/A0.362%
5/1/2026 Midwest Trust Co24,146$2.29M0.0%+547.9%0.006%
5/1/2026 Fifth Third Bancorp171,874$16.32M0.0%+11,584.2%0.043%
5/1/2026 Sovran Advisors LLC65,238$6.18M0.5%+47.6%0.016%
5/1/2026 Sachetta LLC35,932$3.41M1.8%+1.1%0.009%


MBB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,148 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 70,320,961 shares in the last 24 months. This purchase volume represents approximately $6.66B in transactions.

Of the 462 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 64,386,210 shares in the last 24 months. This volume of shares sold represents approximately $6.12B in transactions.


Related Companies

This page (NASDAQ:MBB) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel