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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$92.18 -0.16 (-0.17%)
(As of 11/15/2024 ET)
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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)
595
Total
Institutional Inflows
(last 12 months)
$4.79B
Number of
Institutional Sellers
(last 12 months)
384
Total
Institutional Outflows
(last 12 months)
$2.15B
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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
11/15/2024MidWestOne Financial Group Inc.20,591$1.97M0.3%+10.2%0.006%
11/15/2024High Falls Advisors Inc169,395$16.23M3.7%-1.8%0.047%
11/15/2024M&T Bank Corp32,203$3.09M0.0%-23.9%0.009%
11/15/2024Drucker Wealth 3.0 LLC4,383$420K0.1%-13.5%0.001%
11/15/2024MML Investors Services LLC1,655,546$158.62M0.6%+26.5%0.460%
11/15/2024Delos Wealth Advisors LLC2,938$281K0.2%+4.3%0.001%
11/15/2024Orion Portfolio Solutions LLC179,565$17.20M0.4%+62.1%0.050%
11/15/2024EP Wealth Advisors LLC5,588$535K0.0%+9.9%0.002%
11/15/2024Jane Street Group LLC646,550$61.95M0.0%+6,392.8%0.180%
11/15/2024Kovitz Investment Group Partners LLC816,968$78.29M0.5%-0.4%0.227%
11/15/2024 Voya Financial Advisors Inc.87,654$8.43M0.9%+8.6%0.024%
11/15/2024 Stansberry Asset Management LLC49,117$4.71M0.6%-5.7%0.014%
11/15/2024 Stifel Financial Corp3,550,412$340.17M0.4%+0.8%0.987%
11/15/2024 Swmg LLC34,947$3.23M1.3%+5.4%0.010%
11/15/2024 Redwood Investment Management LLC17,249$1.65M0.1%+5.3%0.005%
11/15/2024 Resurgent Financial Advisors LLC9,850$944K0.6%+30.2%0.003%
11/15/2024 Pinnacle Family Advisors LLC5,036$483K0.3%-17.0%0.001%
11/15/2024 Point72 Asset Management L.P.10,000$958K0.0%N/A0.003%
11/15/2024 IHT Wealth Management LLC66,116$6.34M0.2%+101.8%0.018%
11/15/2024 Integrated Wealth Concepts LLC203,951$19.54M0.2%-14.2%0.057%
11/15/2024 HighTower Advisors LLC227,133$21.75M0.0%+8.1%0.063%
11/15/2024 Hilltop Holdings Inc.194,818$18.67M1.2%+46.5%0.054%
11/15/2024 Community Bank N.A.16,113$1.54M0.2%+96.7%0.004%
11/15/2024 Ascent Group LLC89,761$8.60M0.7%+17.3%0.025%
11/15/2024 Benjamin Edwards Inc.56,133$5.38M0.1%N/A0.016%
11/15/2024 Kestra Investment Management LLC249,363$23.89M1.0%+265.9%0.069%
11/14/2024 Semmax Financial Advisors Inc.40,493$3.74M1.0%+2.0%0.011%
11/14/2024 Cobblestone Capital Advisors LLC NY24,696$2.37M0.1%+2.0%0.007%
11/14/2024 Tradition Wealth Management LLC31,535$3.02M0.3%+1.1%0.009%
11/14/2024 Edgestream Partners L.P.14,644$1.40M0.1%N/A0.004%
11/14/2024 TRUE Private Wealth Advisors19,448$1.86M0.2%-4.4%0.005%
11/14/2024 Captrust Financial Advisors49,829$4.77M0.0%-1.5%0.014%
11/14/2024 Icon Wealth Advisors LLC136,210$13.05M1.1%+1.4%0.038%
11/14/2024 Rockefeller Capital Management L.P.283,837$27.19M0.1%-1.5%0.079%
11/14/2024 Financial Counselors Inc.3,988$382K0.0%+4.6%0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC804,598$77.09M0.0%+696.6%0.224%
11/14/2024 Fiduciary Trust Co10,701$1.03M0.0%+51.4%0.003%
11/14/2024 Stone House Investment Management LLC131,634$12.61M2.6%+5.0%0.037%
11/14/2024 True Vision MN LLC52,491$5.03M3.0%+7.4%0.015%
11/14/2024 CreativeOne Wealth LLC312,194$29.91M1.0%+33.0%0.087%
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11/13/2024 Bridgewater Associates LP1,416,200$135.69M0.8%-2.6%0.394%
11/13/2024 Freedom Investment Management Inc.5,242$502K0.0%+39.6%0.001%
11/13/2024 Townsquare Capital LLC35,930$3.44M0.0%-37.3%0.010%
11/13/2024 BNP Paribas Financial Markets794,105$76.08M0.1%+486.8%0.221%
11/13/2024 FMR LLC967,542$92.70M0.0%-46.8%0.269%
11/13/2024 D.A. Davidson & CO.19,620$1.88M0.0%+15.4%0.005%
11/13/2024 Elios Financial Group Inc.9,652$925K0.4%N/A0.003%
11/13/2024 Bank of Montreal Can1,041,964$100.25M0.0%+2.9%0.290%
11/13/2024 Private Trust Co. NA38,249$3.67M0.4%+10.6%0.011%
11/13/2024 Hancock Whitney Corp1,361,230$130.42M4.2%-0.7%0.378%
11/13/2024 Loomis Sayles & Co. L P4,069$390K0.0%+163.4%0.001%
11/13/2024 Pacific Financial Group Inc.9,239$885K0.6%-3.8%0.003%
11/13/2024 Bank of Hawaii532,164$50.99M2.1%N/A0.148%
11/13/2024Fisher Asset Management LLC18,265,598$1.75B0.7%+8.3%5.078%
11/13/2024 Estate Counselors LLC12,065$1.16M0.1%N/A0.003%
11/12/2024 Cahill Financial Advisors Inc.2,170$208K0.0%-74.8%0.001%
11/12/2024 Capital Investment Counsel LLC2,606$250K0.0%-61.3%0.001%
11/12/2024 Centaurus Financial Inc.10,929$1.05M0.1%+167.1%0.003%
11/12/2024 Crewe Advisors LLC848$81K0.0%-23.8%0.000%
11/12/2024 Penserra Capital Management LLC192,619$18.45M0.4%N/A0.054%
11/12/2024 Lane & Associates LLC6,416$615K0.3%-29.2%0.002%
11/12/2024 Cerity Partners LLC39,068$3.74M0.0%+0.5%0.011%
11/12/2024 Kingsview Wealth Management LLC151,110$14.48M0.3%-24.1%0.042%
11/12/2024 Alesco Advisors LLC8,485$813K0.0%+12.2%0.002%
11/12/2024 Optivise Advisory Services LLC15,019$1.44M0.8%N/A0.004%
11/12/2024 Great Valley Advisor Group Inc.12,132$1.16M0.0%+26.7%0.003%
11/12/2024 Flagstar Advisors Inc.4,444$426K0.1%-9.6%0.001%
11/12/2024 Meridian Wealth Management LLC2,318$222K0.0%N/A0.001%
11/12/2024 Nwam LLC6,920$663K0.0%N/A0.002%
11/12/2024 Icon Wealth Advisors LLC1,030$99K0.0%-99.2%0.000%
11/12/2024 CFS Investment Advisory Services LLC368,076$35.27M3.0%+2.1%0.102%
11/12/2024 Raymond James Trust N.A.7,788$746K0.0%-4.1%0.002%
11/12/2024 Concorde Asset Management LLC16,030$1.54M0.9%+34.1%0.004%
11/9/2024 LPL Financial LLC19,189,697$1.84B0.8%+6.3%5.335%
11/9/2024 Shelter Mutual Insurance Co109,870$10.23M2.5%-5.7%0.031%
11/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.503,172$48.21M0.1%+10.2%0.140%
11/8/2024 EverSource Wealth Advisors LLC117,091$11.22M0.7%-0.6%0.033%
11/8/2024 Moors & Cabot Inc.11,391$1.09M0.1%-1.8%0.003%
11/8/2024 First Horizon Advisors Inc.37,557$3.60M0.1%+16.3%0.010%
11/8/2024 Hilton Capital Management LLC924,599$88.59M6.9%N/A0.257%
11/8/2024 Commerce Bank4,166$399K0.0%+87.2%0.001%
11/8/2024 Sachetta LLC31,622$3.03M1.2%-5.0%0.009%
11/8/2024 PNC Financial Services Group Inc.2,809,438$269.17M0.2%+0.8%0.781%
11/8/2024 Banque Cantonale Vaudoise199,850$19.15M0.8%+22.3%0.056%
11/8/2024 Spectrum Planning & Advisory Services Inc.23,365$2.24M2.2%-37.8%0.006%
11/8/2024 Summit Wealth Group LLC8,188$784K0.2%+6.3%0.002%
11/8/2024 Prospera Financial Services Inc7,963$766K0.0%-54.9%0.002%
11/7/2024 Vertex Planning Partners LLC10,495$1.01M0.2%+8.5%0.003%
11/7/2024 Pathstone Holdings LLC205,588$19.70M0.1%-0.4%0.057%
11/7/2024 Lindenwold Advisors INC54,873$5.26M2.6%-3.3%0.015%
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11/7/2024 CAP Partners LLC10,253$982K0.7%+1.7%0.003%
11/7/2024 J. W. Coons Advisors LLC14,681$1.41M0.4%+3.4%0.004%
11/7/2024 Theory Financial LLC98,360$9.13M3.5%+2.5%0.027%
11/7/2024 EQ LLC3,127$300K0.2%+28.2%0.001%
11/7/2024 Phillips Financial Management LLC1,140$109K0.0%-12.8%0.000%
11/7/2024 Pettinga Financial Advisors LLC47,755$4.58M1.1%+4.9%0.013%
11/7/2024 Essential Planning LLC.50,842$4.87M2.0%-0.4%0.014%
11/7/2024 Thrivent Financial for Lutherans743,690$71.25M0.1%+92.5%0.207%
11/7/2024 Claro Advisors LLC19,929$1.91M0.2%+164.7%0.006%
11/7/2024 Chesapeake Capital Corp IL13,014$1.25M1.1%+27.9%0.004%
(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, 975 institutional investors and hedge funds held shares of iShares MBS ETF. The most heavily invested institutionals were Bank of America Corp DE ($5.85B), JPMorgan Chase & Co. ($2.33B), Envestnet Asset Management Inc. ($2.30B), LPL Financial LLC ($1.84B), Fisher Asset Management LLC ($1.75B), Ameriprise Financial Inc. ($1.25B), 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 866 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: Envestnet Asset Management Inc. ($22.24M), LPL Financial LLC ($15.46M), Jane Street Group LLC ($7.75M), JPMorgan Chase & Co. ($6.13M), Bank of America Corp DE ($4.96M), TIAA Trust National Association ($4.82M), and CWM LLC ($2.99M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 154,782,195 shares in the last 24 months. This purchase volume represents approximately $20.65B in transactions.

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

Of the 581 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), Bank of Montreal Can ($1.48M), and US Bancorp DE ($1.47M).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 56,189,825 shares in the last 24 months. This volume of shares sold represents approximately $6.63B in transactions.


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This page (NASDAQ:MBB) was last updated on 11/17/2024 by MarketBeat.com Staff
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