Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy MBB Stock  Free MBB Stock Alerts

iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$91.91 -0.04 (-0.04%)
Closing price 04/11/2025 04:00 PM Eastern
Extended Trading
$91.88 -0.02 (-0.03%)
As of 04/11/2025 04:08 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.
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)
690
Total
Institutional Inflows
(last 12 months)
$8.40B
Number of
Institutional Sellers
(last 12 months)
411
Total
Institutional Outflows
(last 12 months)
$1.98B
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.

Skip Chart & View Institutional Buying and Selling Data

MBB Institutional Buying and Selling by Quarter

Remove Ads

iShares MBS ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025AAFMAA Wealth Management & Trust LLC73,337$6.88M3.1%+2.5%0.019%
4/11/2025Sovereign Financial Group Inc.7,468$700K0.2%-26.1%0.002%
4/11/2025Snider Financial Group74,027$6.94M2.3%+6.2%0.019%
4/11/2025MKT Advisors LLC3,621$337K0.1%-30.3%0.001%
4/11/2025Magnus Financial Group LLC13,993$1.31M0.1%-5.4%0.004%
4/11/2025Pinnacle Wealth Management Group Inc.2,606$244K0.2%-47.3%0.001%
4/11/2025Hudson Capital Management LLC103,920$9.75M3.0%+0.5%0.026%
4/11/2025Curat Global LLC325$30K0.0%N/A0.000%
4/11/2025Signal Advisors Wealth LLC56,084$5.26M0.5%-7.7%0.014%
4/11/2025Edge Wealth Management LLC84,723$7.95M1.6%-2.1%0.022%
4/11/2025West Coast Financial LLC330,498$30.99M3.5%+6.6%0.084%
4/10/2025 Breakwater Capital Group2,430$228K0.0%-15.1%0.001%
4/10/2025 Chesley Taft & Associates LLC2,441$229K0.0%-19.2%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.669$63K0.0%-15.7%0.000%
4/10/2025 Boltwood Capital Management133,985$12.57M3.8%-2.3%0.034%
4/10/2025 Trinity Wealth Management LLC6,693$628K0.3%-16.6%0.002%
4/10/2025 Cypress Wealth Services LLC43,521$4.08M0.8%-14.8%0.011%
4/10/2025 Fermata Advisors LLC25,343$2.38M0.4%+94.8%0.006%
4/10/2025 Naples Global Advisors LLC18,645$1.75M0.2%+20.7%0.005%
4/10/2025 Beacon Financial Group62,063$5.82M0.6%+1.1%0.016%
4/10/2025 Firethorn Wealth Partners LLC14,083$1.32M0.6%-22.0%0.004%
4/10/2025 Northside Capital Management LLC222,308$20.85M3.4%+2.7%0.057%
4/10/2025 Lakeshore Capital Group Inc.15,171$1.42M1.4%N/A0.004%
4/10/2025 Watershed Private Wealth LLC9,321$874K0.3%-64.4%0.002%
4/10/2025 TrueWealth Advisors LLC2,137$200K0.1%-56.0%0.001%
4/10/2025 Heritage Family Offices LLP6,432$603K0.3%+20.8%0.002%
4/10/2025 Rialto Wealth Management LLC1,756$165K0.1%+18.2%0.000%
4/10/2025 Legacy Financial Group LLC51,667$4.85M0.7%-20.9%0.013%
4/9/2025 RFG Advisory LLC10,514$986K0.0%-41.8%0.003%
4/9/2025 Capital Asset Advisory Services LLC6,096$571K0.0%-43.6%0.002%
4/9/2025 HBW Advisory Services LLC2,298$215K0.0%-22.8%0.001%
4/9/2025 ST Germain D J Co. Inc.330,205$30.97M1.5%+7.6%0.084%
4/9/2025 Merit Financial Group LLC1,074,026$100.72M1.5%+17.9%0.273%
4/9/2025 Flagstar Advisors Inc.4,145$389K0.1%+10.2%0.001%
4/9/2025 LVW Advisors LLC2,582$242K0.0%-96.6%0.001%
4/9/2025 McNaughton Wealth Management LLC58,627$5.50M2.7%N/A0.015%
4/9/2025 NBC Securities Inc.3,095$290K0.0%+103,066.7%0.001%
4/9/2025 Fiduciary Alliance LLC3,532$331K0.0%N/A0.001%
4/9/2025 Parkside Advisors LLC66,206$6.21M1.5%-2.5%0.017%
4/9/2025 SigFig Wealth Management LLC55,740$5.22M0.2%-12.8%0.014%
New “Trump” currency proposed in DC (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

When you see what could happen – I think you’ll be excited.
4/9/2025 JGP Wealth Management LLC12,565$1.18M0.2%+8.4%0.003%
4/9/2025 180 Wealth Advisors LLC7,390$693K0.1%-9.4%0.002%
4/8/2025 Presidio Capital Management LLC7,898$741K0.3%+2.7%0.002%
4/8/2025 IVC Wealth Advisors LLC3,683$345K0.2%-4.4%0.001%
4/8/2025 Advisory Alpha LLC4,017$377K0.0%-32.0%0.001%
4/8/2025 Retirement Wealth Solutions LLC6,892$646K0.5%-10.9%0.002%
4/8/2025 Global Financial Private Client LLC2,856$268K0.1%-9.9%0.001%
4/8/2025 Parallel Advisors LLC31,228$2.93M0.1%+35.1%0.008%
4/7/2025 Tompkins Financial Corp320$30K0.0%+51.7%0.000%
4/7/2025 AdvisorNet Financial Inc4,918$461K0.0%+4.4%0.001%
4/3/2025 Insight Wealth Strategies LLC42,464$3.98M0.5%-85.5%0.011%
4/1/2025 Confluence Investment Management LLC290,612$27.25M0.4%-1.1%0.073%
3/24/2025Fulcrum Equity Management3,446$316K0.3%-6.5%0.001%
3/19/2025M1 Capital Management LLC14,879$1.36M0.7%N/A0.004%
3/17/2025Wealth Enhancement Advisory Services LLC207,197$19.00M0.0%+35.8%0.052%
3/12/2025Centaurus Financial Inc.4,042$371K0.0%-63.0%0.001%
3/12/2025Wealthedge Investment Advisors LLC5,054$463K0.2%N/A0.001%
3/6/2025Wood Tarver Financial Group LLC1,165$106K0.0%N/A0.000%
3/6/2025Kilter Group LLC23,334$2.14M1.4%N/A0.006%
3/4/2025Comprehensive Money Management Services LLC3,515$322K0.3%N/A0.001%
3/3/2025Cim LLC101,627$9.32M1.3%+2.0%0.026%
2/28/2025BridgePort Financial Solutions LLC4,206$394K0.2%N/A0.001%
2/26/2025Yoffe Investment Management LLC2,458$225K0.3%N/A0.001%
2/26/2025Capital A Wealth Management LLC3,455$317K0.5%N/A0.001%
2/26/2025Advisor Resource Council5,546$508K0.4%-18.3%0.001%
2/25/2025B. Riley Wealth Advisors Inc.46,071$4.22M0.1%-46.2%0.012%
2/25/2025Armis Advisers LLC9,232$846K0.1%N/A0.002%
2/25/2025Integrated Advisors Network LLC35,537$3.26M0.2%+0.6%0.009%
2/24/2025Ameriflex Group Inc.4,465$412K0.2%N/A0.001%
2/24/2025United Advisor Group LLC3,789$347K0.1%-48.2%0.001%
2/21/2025Ascent Group LLC93,597$8.58M0.6%+4.3%0.024%
2/19/2025Invst LLC146,829$13.46M1.6%+16.6%0.037%
2/19/2025WCG Wealth Advisors LLC65,259$5.98M0.4%+4.0%0.016%
2/18/2025Sunbelt Securities Inc.1,408$129K0.0%-20.9%0.000%
2/18/2025Fourth Dimension Wealth LLC8,955$821K0.4%N/A0.002%
2/18/2025Vise Technologies Inc.126,919$11.64M1.0%+3.8%0.032%
2/18/2025Pettinga Financial Advisors LLC55,726$5.11M1.2%+16.7%0.014%
2/18/2025 Retirement Planning Group LLC3,463$318K0.0%N/A0.001%
2/18/2025JT Stratford LLC7,494$687K0.1%+6.0%0.002%
2/18/2025Novem Group1,979$181K0.0%N/A0.000%
2/18/2025Castleark Management LLC196,905$18.05M0.6%N/A0.050%
2/18/2025MidWestOne Financial Group Inc.19,882$1.82M0.3%-3.4%0.005%
2/18/2025Elequin Capital LP1,954$179K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC13,089$1.20M0.0%+13.1%0.003%
2/18/2025First Heartland Consultants Inc.15,339$1.41M0.1%+17.1%0.004%
2/18/2025Continuum Advisory LLC3,522$323K0.0%+5.6%0.001%
2/18/2025Talisman Wealth Advisors LLC2,952$271K0.3%N/A0.001%
2/17/2025US Financial Advisors LLC7,599$697K0.2%-2.6%0.002%
2/17/2025Waverly Advisors LLC2,818$258K0.0%+30.9%0.001%
2/17/2025Willis Johnson & Associates Inc.531,254$48.71M3.7%+4.5%0.134%
BITCOIN (Ad)

Did you miss out on the 1000%+ gains of Bitcoin over the past 5 years? If so, you don't want to miss this...

Watch this short video
2/17/2025Vermillion & White Wealth Management Group LLC5,422$497K0.4%-4.2%0.001%
2/17/2025Westwood Holdings Group Inc.2,449$225K0.0%-50.6%0.001%
2/17/2025Strategic Wealth Partners Ltd.393,696$36.25M3.1%+0.2%0.099%
2/17/2025Scissortail Wealth Management LLC17,448$1.60M0.4%+18,865.2%0.004%
2/17/2025Sentinus LLC91,723$8.41M2.5%+4,359.1%0.023%
2/17/2025Snowden Capital Advisors LLC35,537$3.26M0.1%+0.3%0.009%
2/17/2025Royal Bank of Canada1,759,512$161.31M0.0%-3.3%0.444%
2/17/2025Redwood Investment Management LLC18,581$1.70M0.2%+7.7%0.005%
2/17/2025NorthRock Partners LLC15,043$1.38M0.0%+338.7%0.004%
2/17/2025Lazard Asset Management LLC122,390$11.22M0.0%-4.8%0.031%
(Data available from 1/1/2016 forward)

Remove Ads

MBB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBB shares?

During the previous two years, 1,063 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 168,826,644 shares in the last 24 months. This purchase volume represents approximately $18.26B in transactions.

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

Of the 624 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 59,232,896 shares in the last 24 months. This volume of shares sold represents approximately $6.64B in transactions.


Related Companies

This page (NASDAQ:MBB) was last updated on 4/12/2025 by MarketBeat.com Staff
From Our Partners
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
DeFi Coin on Verge of Breakout!
Crypto’s down — but the fundamentals aren’t. Strategic investors are using this dip to scoop up undervalued...
Crypto 101 Media | Sponsored
BITCOIN
Did you miss out on the 1000%+ gains of Bitcoin over the past 5 years? If so, you don't want to miss this.....
Awesomely, LLC | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
This almost killed Elon Musk (chilling details emerge)
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
Trump to unlock 15-figure fortune for America (May 3rd) ?
We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men...
Paradigm Press | Sponsored
The rotation into gold miners is on.
They’re deeply undervalued gold developers with massive in-the-ground, proven resources - and now, fast-track ...
Golden Portfolio | Sponsored
Elon Musk is helping print “new gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored