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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$94.08 +0.58 (+0.62%)
Closing price 08/22/2025 04:00 PM Eastern
Extended Trading
$92.98 -1.10 (-1.17%)
As of 08/22/2025 07:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
91.70%
Number of
Institutional Buyers
(last 12 months)
769
Total
Institutional Inflows
(last 12 months)
$10.22B
Number of
Institutional Sellers
(last 12 months)
546
Total
Institutional Outflows
(last 12 months)
$2.64B
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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
8/22/2025 Carter Financial Group INC.11,712$1.10M0.7%N/A0.003%
8/19/2025 B. Riley Wealth Advisors Inc.18,532$1.74M0.1%N/A0.004%
8/19/2025 Cape Investment Advisory Inc.3,148$296K0.1%+21.3%0.001%
8/19/2025 Advisory Services Network LLC42,356$3.94M0.1%+3.3%0.010%
8/19/2025 Cim LLC106,650$10.01M1.3%+2.7%0.025%
8/19/2025 Delos Wealth Advisors LLC279$26K0.0%N/A0.000%
8/19/2025 Asset Dedication LLC612$57K0.0%N/A0.000%
8/18/2025 ARQ Wealth Advisors LLC37,444$3.51M1.2%N/A0.009%
8/18/2025 Tactive Advisors LLC2,502$235K0.1%N/A0.001%
8/18/2025 Geneos Wealth Management Inc.130,449$12.25M0.3%+68.1%0.030%
8/18/2025 Westwood Holdings Group Inc.5,943$558K0.0%+144.6%0.001%
8/18/2025 Kestra Investment Management LLC479,901$45.06M1.4%+8.0%0.112%
8/16/2025 Evergreen Capital Management LLC6,556$616K0.0%+17.7%0.002%
8/15/2025 High Falls Advisors Inc142,431$13.37M3.0%-1.4%0.033%
8/15/2025 SkyView Investment Advisors LLC489,413$45.78M6.6%+0.8%0.114%
8/15/2025 Semmax Financial Advisors Inc.45,554$4.26M1.1%+3.9%0.011%
8/15/2025 Corient Private Wealth LLC439,409$41.26M0.1%+6.0%0.102%
8/15/2025 Equitable Holdings Inc.98,955$9.29M0.1%+9.0%0.023%
8/15/2025 State of Tennessee Department of Treasury2,269,439$213.08M0.8%-52.5%0.528%
8/15/2025 Chapman Financial Group LLC9,219$866K0.7%N/A0.002%
8/15/2025 Captrust Financial Advisors55,492$5.21M0.0%-9.4%0.013%
8/15/2025 Prevail Innovative Wealth Advisors LLC17,015$1.60M0.4%N/A0.004%
8/15/2025 Manhattan West Asset Management LLC132,174$12.41M2.9%+7.8%0.031%
8/15/2025 Voya Financial Advisors Inc.70,251$6.57M0.7%-3.1%0.016%
8/15/2025 Talisman Wealth Advisors LLC2,419$227K0.2%-4.6%0.001%
8/15/2025 Tandem Wealth Advisors LLC145,662$13.68M6.8%-5.5%0.034%
8/15/2025 Tidal Investments LLC11,455$1.07M0.0%+30.6%0.003%
8/15/2025 Smartleaf Asset Management LLC81,800$7.65M0.7%+21.8%0.019%
8/15/2025 Snowden Capital Advisors LLC29,416$2.76M0.1%-6.0%0.007%
8/15/2025 Redwood Investment Management LLC16,959$1.59M0.2%-18.8%0.004%
8/15/2025 Riggs Asset Managment Co. Inc.37,985$3.57M0.9%-8.3%0.009%
8/15/2025 Orion Porfolio Solutions LLC48,101$4.52M0.0%-67.1%0.011%
8/15/2025 MML Investors Services LLC1,909,544$179.29M0.5%+5.3%0.444%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.79,739$7.49M0.4%+1.4%0.019%
8/15/2025 Modern Wealth Management LLC158,783$14.91M0.4%+1.8%0.037%
8/15/2025 Lazard Asset Management LLC127,524$11.97M0.0%-2.8%0.030%
8/15/2025 Hilton Capital Management LLC306,071$28.74M2.3%-63.2%0.071%
8/15/2025 IHT Wealth Management LLC30,731$2.89M0.1%-6.7%0.007%
8/15/2025 Great Valley Advisor Group Inc.14,066$1.32M0.0%+11.0%0.003%
8/15/2025 EP Wealth Advisors LLC29,980$2.82M0.0%+187.2%0.007%
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8/15/2025 Essential Planning LLC.56,511$5.31M2.0%+3.7%0.013%
8/15/2025 Benjamin Edwards Inc.21,572$2.03M0.0%-62.5%0.005%
8/15/2025 BNP Paribas Financial Markets68,565$6.44M0.0%+30.3%0.016%
8/15/2025 Boothbay Fund Management LLC31,250$2.93M0.1%N/A0.007%
8/15/2025 Bank of America Corp DE64,329,626$6.04B0.4%+2.9%14.974%
8/15/2025 Ameriprise Financial Inc.14,005,560$1.31B0.3%-1.8%3.260%
8/14/2025 First Citizens Asset Management Inc.2,433$228K0.1%-17.1%0.001%
8/14/2025 Ausdal Financial Partners Inc.4,852$456K0.0%+23.3%0.001%
8/14/2025 Raymond James Financial Inc.1,548,462$145.39M0.1%+8.9%0.360%
8/14/2025 Betterment LLC57,017$5.35M0.0%+23.0%0.013%
8/14/2025 Meteora Capital LLC62,500$5.87M1.1%N/A0.015%
8/14/2025 Diversify Advisory Services LLC91,529$8.57M0.3%+241.7%0.021%
8/14/2025 Alliancebernstein L.P.675,910$63.46M0.0%+1.7%0.157%
8/14/2025 FWL Investment Management LLC1,046$98K0.0%+9,409.1%0.000%
8/14/2025 The Manufacturers Life Insurance Company 85,039$7.98M0.0%-80.3%0.020%
8/14/2025 CIBC Asset Management Inc625,969$58.77M0.2%+8.6%0.146%
8/14/2025 Sei Investments Co.1,935,421$181.73M0.2%-5.5%0.451%
8/14/2025 NewEdge Advisors LLC649,770$61.01M0.3%+8.3%0.151%
8/14/2025 Sentinus LLC100,110$9.40M2.3%+3.8%0.023%
8/14/2025 Transce3nd LLC5,180$486K0.2%-6.5%0.001%
8/14/2025 Vertex Planning Partners LLC85,500$8.03M1.7%+2.7%0.020%
8/14/2025 Balance Wealth LLC10,039$943K0.6%-51.6%0.002%
8/14/2025 Cary Street Partners Financial LLC79,045$7.42M0.2%-0.5%0.018%
8/14/2025 Cerity Partners LLC320,881$30.13M0.1%+601.2%0.075%
8/14/2025 Federated Hermes Inc.278,570$26.16M0.0%+23.8%0.065%
8/13/2025 Cary Street Partners Investment Advisory LLC4,305$404K0.2%-3.0%0.001%
8/13/2025 Shepherd Financial Partners LLC43,793$4.11M0.4%+5.1%0.010%
8/13/2025 StoneX Group Inc.2,374$223K0.0%-41.2%0.001%
8/13/2025 Flow Traders U.S. LLC2,561$240K0.0%N/A0.001%
8/13/2025 Cresset Asset Management LLC23,126$2.17M0.0%-10.9%0.005%
8/13/2025 Gateway Wealth Partners LLC17,604$1.65M0.3%+9.9%0.004%
8/13/2025 Brown Advisory Inc.25,274$2.37M0.0%+0.7%0.006%
8/13/2025 Great Diamond Partners LLC20,010$1.88M0.4%N/A0.005%
8/13/2025 Baird Financial Group Inc.282,875$26.56M0.0%+9.7%0.066%
8/13/2025 First Trust Advisors LP81,353$7.64M0.0%-5.2%0.019%
8/13/2025 Guggenheim Capital LLC48,438$4.55M0.0%-32.5%0.011%
8/13/2025 Kilter Group LLC17,890$1.68M0.8%+15.2%0.004%
8/13/2025 EverSource Wealth Advisors LLC115,149$10.81M0.5%-2.9%0.027%
8/13/2025 Invesco Ltd.11,446$1.08M0.0%+2.5%0.003%
8/13/2025 Trek Financial LLC112,449$10.56M0.7%-6.7%0.026%
8/13/2025 CW Advisors LLC67,938$6.38M0.1%+29.5%0.016%
8/13/2025 Acorns Advisers LLC253,551$23.81M0.2%-14.0%0.059%
8/13/2025 JT Stratford LLC8,449$793K0.1%+2.5%0.002%
8/13/2025 Elios Financial Group Inc.8,549$803K0.4%-10.9%0.002%
8/13/2025 Twin Peaks Wealth Advisors LLC16,329$1.53M0.5%+3.2%0.004%
8/13/2025 WCG Wealth Advisors LLC49,839$4.68M0.3%-1.9%0.012%
8/13/2025 D L Carlson Investment Group Inc.14,979$1.41M0.3%-39.3%0.003%
8/13/2025 M&T Bank Corp17,051$1.60M0.0%-9.1%0.004%
8/13/2025 Van Hulzen Asset Management LLC24,152$2.27M0.2%+2.3%0.006%
8/13/2025 Willis Johnson & Associates Inc.579,796$54.44M3.7%+2.2%0.135%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
8/13/2025 Advocacy Wealth Management Services LLC200,348$18.81M1.2%-2.0%0.047%
8/13/2025 Fisher Asset Management LLC21,297,627$2.00B0.8%+1.2%4.958%
8/13/2025 Edgestream Partners L.P.8,878$834K0.0%N/A0.002%
8/13/2025 VestGen Advisors LLC6,187$581K0.0%-6.0%0.001%
8/13/2025 Greenwich Wealth Management LLC9,849$925K0.0%+104.3%0.002%
8/13/2025 Bernardo Wealth Planning LLC107,485$10.09M2.2%+2.0%0.025%
8/13/2025 Lido Advisors LLC15,073$1.42M0.0%+5.2%0.004%
8/13/2025 Leuthold Group LLC66,832$6.28M0.7%+10.1%0.016%
8/13/2025 Legacy Capital Wealth Partners LLC7,255$681K0.1%-9.5%0.002%
8/13/2025 Meridian Wealth Partners LLC247,604$23.25M3.4%+7.1%0.058%
(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, 1,086 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($6.04B), JPMorgan Chase & Co. ($4.74B), Envestnet Asset Management Inc. ($2.51B), LPL Financial LLC ($2.28B), TIAA Trust National Association ($2.25B), Fisher Asset Management LLC ($2.00B), and Ameriprise Financial Inc. ($1.31B).Learn more on iShares MBS ETF's institutional investors.

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

91.70% of iShares MBS ETF's stock is owned by institutional investors. Learn more on MBB's institutional investor holdings.

Which institutional investors have been buying iShares MBS ETF's stock?

Of the 971 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. ($25.30M), TIAA Trust National Association ($23.97M), Jane Street Group LLC ($9.57M), LPL Financial LLC ($7.37M), Proficio Capital Partners LLC ($5.58M), Envestnet Asset Management Inc. ($4.32M), and Bank of America Corp DE ($3.62M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 109,599,895 shares in the last 24 months. This purchase volume represents approximately $10.22B in transactions.

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

Of the 546 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: State of Tennessee Department of Treasury ($2.51M), RWA Wealth Partners LLC ($2.18M), Envestnet Asset Management Inc. ($2.16M), Envestnet Portfolio Solutions Inc. ($1.40M), JPMorgan Chase & Co. ($1.23M), Hilton Capital Management LLC ($1.10M), and Dynasty Wealth Management LLC ($879.27K).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 28,205,438 shares in the last 24 months. This volume of shares sold represents approximately $2.64B in transactions.



This page (NASDAQ:MBB) was last updated on 8/24/2025 by MarketBeat.com Staff
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