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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$93.10 -0.17 (-0.18%)
As of 11:50 AM 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)
686
Total
Institutional Inflows
(last 12 months)
$8.41B
Number of
Institutional Sellers
(last 12 months)
404
Total
Institutional Outflows
(last 12 months)
$1.94B
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025 Wood Tarver Financial Group LLC1,165$106K0.0%N/A0.000%
3/6/2025 Kilter Group LLC23,334$2.14M1.4%N/A0.006%
3/4/2025 Comprehensive Money Management Services LLC3,515$322K0.3%N/A0.001%
3/3/2025 Cim LLC101,627$9.32M1.3%+2.0%0.026%
2/28/2025 BridgePort Financial Solutions LLC4,206$394K0.2%N/A0.001%
2/26/2025 Yoffe Investment Management LLC2,458$225K0.3%N/A0.001%
2/26/2025 Capital A Wealth Management LLC3,455$317K0.5%N/A0.001%
2/26/2025 Advisor Resource Council5,546$508K0.4%-18.3%0.001%
2/25/2025 B. Riley Wealth Advisors Inc.46,071$4.22M0.1%-46.2%0.012%
2/25/2025 Armis Advisers LLC9,232$846K0.1%N/A0.002%
2/25/2025 Integrated Advisors Network LLC35,537$3.26M0.2%+0.6%0.009%
2/24/2025 Ameriflex Group Inc.4,465$412K0.2%N/A0.001%
2/24/2025 United Advisor Group LLC3,789$347K0.1%-48.2%0.001%
2/21/2025 Ascent Group LLC93,597$8.58M0.6%+4.3%0.024%
2/19/2025 Invst LLC146,829$13.46M1.6%+16.6%0.037%
2/19/2025 WCG Wealth Advisors LLC65,259$5.98M0.4%+4.0%0.016%
2/18/2025 Sunbelt Securities Inc.1,408$129K0.0%-20.9%0.000%
2/18/2025 Fourth Dimension Wealth LLC8,955$821K0.4%N/A0.002%
2/18/2025 Vise Technologies Inc.126,919$11.64M1.0%+3.8%0.032%
2/18/2025 Pettinga Financial Advisors LLC55,726$5.11M1.2%+16.7%0.014%
2/18/2025 Retirement Planning Group LLC3,463$318K0.0%N/A0.001%
2/18/2025 JT Stratford LLC7,494$687K0.1%+6.0%0.002%
2/18/2025 Novem Group1,979$181K0.0%N/A0.000%
2/18/2025 Castleark Management LLC196,905$18.05M0.6%N/A0.050%
2/18/2025 MidWestOne Financial Group Inc.19,882$1.82M0.3%-3.4%0.005%
2/18/2025 Elequin Capital LP1,954$179K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC13,089$1.20M0.0%+13.1%0.003%
2/18/2025 First Heartland Consultants Inc.15,339$1.41M0.1%+17.1%0.004%
2/18/2025 Continuum Advisory LLC3,522$323K0.0%+5.6%0.001%
2/18/2025 Talisman Wealth Advisors LLC2,952$271K0.3%N/A0.001%
2/17/2025 US Financial Advisors LLC7,599$697K0.2%-2.6%0.002%
2/17/2025 Waverly Advisors LLC2,818$258K0.0%+30.9%0.001%
2/17/2025 Willis Johnson & Associates Inc.531,254$48.71M3.7%+4.5%0.134%
2/17/2025 Vermillion & White Wealth Management Group LLC5,422$497K0.4%-4.2%0.001%
2/17/2025 Westwood Holdings Group Inc.2,449$225K0.0%-50.6%0.001%
2/17/2025 Strategic Wealth Partners Ltd.393,696$36.25M3.1%+0.2%0.099%
2/17/2025 Scissortail Wealth Management LLC17,448$1.60M0.4%+18,865.2%0.004%
2/17/2025 Sentinus LLC91,723$8.41M2.5%+4,359.1%0.023%
2/17/2025 Snowden Capital Advisors LLC35,537$3.26M0.1%+0.3%0.009%
2/17/2025 Royal Bank of Canada1,759,512$161.31M0.0%-3.3%0.444%
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2/17/2025 Redwood Investment Management LLC18,581$1.70M0.2%+7.7%0.005%
2/17/2025 NorthRock Partners LLC15,043$1.38M0.0%+338.7%0.004%
2/17/2025 Lazard Asset Management LLC122,390$11.22M0.0%-4.8%0.031%
2/17/2025 LifePlan Investment Advisors Inc.12,100$1.11M0.7%+5.2%0.003%
2/17/2025 Investor s Fiduciary Advisor Network LLC14,840$1.36M0.5%N/A0.004%
2/17/2025 Guardian Wealth Advisors LLC NC14,556$1.34M0.1%+363,800.0%0.004%
2/17/2025 Gen Wealth Partners Inc11,426$1.05M0.5%+2.0%0.003%
2/17/2025 Global Assets Advisory LLC5,817$533K0.3%-10.0%0.001%
2/17/2025 Gotham Asset Management LLC7,782$713K0.0%N/A0.002%
2/17/2025 Focus Partners Wealth53,266$4.89M0.0%N/A0.013%
2/17/2025 Forefront Analytics LLC72,363$6.63M3.1%+21.4%0.018%
2/17/2025 Fiduciary Trust Co10,851$995K0.0%+1.4%0.003%
2/17/2025 Fullcircle Wealth LLC15,149$1.40M0.6%+3.3%0.004%
2/17/2025 Eagle Global Advisors LLC3,712$340K0.0%+10.7%0.001%
2/17/2025 EP Wealth Advisors LLC18,741$1.72M0.0%+235.4%0.005%
2/17/2025 CoreCap Advisors LLC4,367$400K0.0%-27.7%0.001%
2/17/2025 Cresset Asset Management LLC25,605$2.35M0.0%-27.7%0.006%
2/17/2025 Cambridge Investment Research Advisors Inc.397,496$36.44M0.1%-2.4%0.100%
2/17/2025 Cetera Investment Advisers1,585,607$145.37M0.3%+4.8%0.400%
2/17/2025 BOKF NA1,338$121K0.0%-88.1%0.000%
2/17/2025 Captrust Financial Advisors57,864$5.31M0.0%+16.1%0.015%
2/17/2025 Cary Street Partners Financial LLC87,150$7.99M0.3%N/A0.022%
2/17/2025 Chapman Financial Group LLC7,834$718K0.6%N/A0.002%
2/17/2025 Baird Financial Group Inc.253,102$23.20M0.0%+162.1%0.064%
2/17/2025 Baker Avenue Asset Management LP129,958$11.92M0.4%+3.8%0.033%
2/17/2025 Beaumont Capital Management LLC3,081$282K0.2%+29.0%0.001%
2/17/2025 Beverly Hills Private Wealth LLC4,837$443K0.1%-15.4%0.001%
2/17/2025 Bank of America Corp DE75,986,265$6.97B0.6%+2.5%19.179%
2/17/2025 Benjamin Edwards Inc.28,804$2.64M0.0%-48.7%0.007%
2/17/2025 BIP Wealth LLC2,693$247K0.0%N/A0.001%
2/17/2025 BNP Paribas Financial Markets82,990$7.61M0.0%-89.5%0.021%
2/17/2025 Ameriprise Financial Inc.14,523,151$1.33B0.3%+3.8%3.666%
2/17/2025 Alteri Wealth LLC13,001$1.19M0.3%N/A0.003%
2/17/2025 Ancora Advisors LLC62,426$5.72M0.1%+17.2%0.016%
2/17/2025 Aptus Capital Advisors LLC27,082$2.48M0.0%+365.0%0.007%
2/17/2025 Advocacy Wealth Management Services LLC245,350$22.49M1.7%+8.5%0.062%
2/14/2025 Mercer Global Advisors Inc. ADV50,196$4.60M0.0%+7.3%0.013%
2/14/2025 ArborFi Advisors LLC25,571$2.34M2.4%N/A0.006%
2/14/2025 Keel Point LLC4,875$447K0.0%-11.8%0.001%
2/14/2025 FAS Wealth Partners Inc.5,482$503K0.0%+21.6%0.001%
2/14/2025 Jane Street Group LLC42,347$3.88M0.0%-93.5%0.011%
2/14/2025 Rehmann Capital Advisory Group98,278$9.01M0.6%-3.4%0.025%
2/14/2025 Comerica Bank124,063$11.37M0.0%+13.5%0.031%
2/14/2025 Lido Advisors LLC20,295$1.86M0.0%-4.7%0.005%
2/14/2025 Northern Trust Corp427,214$39.17M0.0%N/A0.108%
2/14/2025 The Manufacturers Life Insurance Company 135,227$12.40M0.0%N/A0.034%
2/14/2025 Betterment LLC89,700$8.22M0.0%+5.5%0.023%
2/14/2025 Johnson Financial Group Inc.184,128$16.98M0.8%-35.5%0.046%
2/14/2025 Coldstream Capital Management Inc.20,889$1.92M0.0%+81.8%0.005%
2/14/2025 Capital Analysts LLC54,860$5.03M0.2%+8.8%0.014%
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2/14/2025 Voya Financial Advisors Inc.93,712$8.60M0.9%+6.9%0.024%
2/14/2025 Kovitz Investment Group Partners LLC798,933$73.25M0.2%-2.2%0.202%
2/14/2025 Hancock Whitney Corp1,346,244$123.42M3.9%-1.1%0.340%
2/14/2025 Integrated Wealth Concepts LLC227,244$20.83M0.2%+11.4%0.057%
2/14/2025 Coppell Advisory Solutions LLC1,002$92K0.0%+45.9%0.000%
2/14/2025 MGO One Seven LLC5,368$492K0.0%-17.3%0.001%
2/14/2025 Dark Forest Capital Management LP14,274$1.31M0.2%-23.4%0.004%
2/14/2025 IHT Wealth Management LLC35,237$3.23M0.1%-46.7%0.009%
2/14/2025 Stifel Financial Corp3,906,155$358.12M0.4%+10.0%0.986%
2/14/2025 OneDigital Investment Advisors LLC1,684,673$154.45M1.8%+2.5%0.425%
(Data available from 1/1/2016 forward)

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MBB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBB shares?

During the previous two years, 1,061 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($6.97B), JPMorgan Chase & Co. ($4.74B), Envestnet Asset Management Inc. ($2.64B), LPL Financial LLC ($2.00B), Fisher Asset Management LLC ($1.81B), Ameriprise Financial Inc. ($1.33B), 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 950 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: JPMorgan Chase & Co. ($27.14M), LPL Financial LLC ($15.18M), Envestnet Asset Management Inc. ($9.90M), Jane Street Group LLC ($7.75M), Proficio Capital Partners LLC ($5.60M), TIAA Trust National Association ($5.34M), and Essential Planning LLC. ($3.26M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 168,811,955 shares in the last 24 months. This purchase volume represents approximately $18.29B in transactions.

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

Of the 616 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. ($9.14M), JPMorgan Chase & Co. ($4.98M), State of Tennessee Treasury Department ($2.41M), Osaic Holdings Inc. ($1.67M), US Bancorp DE ($1.49M), and Bank of Montreal Can ($1.48M).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 58,862,194 shares in the last 24 months. This volume of shares sold represents approximately $6.61B in transactions.


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This page (NASDAQ:MBB) was last updated on 3/12/2025 by MarketBeat.com Staff
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