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iShares MBS ETF (MBB) Institutional Ownership

iShares MBS ETF logo
$92.19 -0.14 (-0.15%)
Closing price 01/31/2025 04:00 PM Eastern
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$92.19 0.00 (0.00%)
As of 01/31/2025 07:27 PM 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)
608
Total
Institutional Inflows
(last 12 months)
$5.32B
Number of
Institutional Sellers
(last 12 months)
373
Total
Institutional Outflows
(last 12 months)
$2.11B
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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
1/31/2025Global Retirement Partners LLC155,925$14.30M0.4%+11.8%0.040%
1/31/2025Bigelow Investment Advisors LLC6,379$585K0.3%-7.7%0.002%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors91,267$8.37M0.3%+22.8%0.023%
1/31/2025Key Financial Inc432$40K0.0%+4,220.0%0.000%
1/31/2025Kestra Investment Management LLC270,756$24.82M1.0%+8.6%0.069%
1/31/2025Atria Wealth Solutions Inc.344,878$31.62M0.3%+10.6%0.088%
1/31/2025D.A. Davidson & CO.22,562$2.07M0.0%+15.0%0.006%
1/31/2025Citizens & Northern Corp33,681$3.09M0.8%-0.9%0.009%
1/31/2025Truist Financial Corp3,701,493$339.35M0.5%-4.6%0.941%
1/31/2025Droms Strauss Advisors Inc. MO ADV3,651$335K0.1%N/A0.001%
1/31/2025CIBC Asset Management Inc566,286$51.92M0.2%-1.6%0.144%
1/31/2025Ifrah Financial Services Inc.3,070$281K0.1%-11.3%0.001%
1/31/20255T Wealth LLC29,981$2.75M1.5%N/A0.008%
1/31/2025Sanctuary Advisors LLC346,492$31.99M0.2%+4.3%0.088%
1/31/2025Rational Advisors LLC50,114$4.59M0.4%-2.3%0.013%
1/31/2025Principal Financial Group Inc.3,293$302K0.0%+9.0%0.001%
1/31/2025State of New Jersey Common Pension Fund D550,000$50.42M0.2%N/A0.140%
1/31/2025Buttonwood Financial Group LLC53,329$4.89M2.7%+6.4%0.014%
1/31/2025WBH Advisory Inc.107,340$9.84M0.9%+14.7%0.027%
1/31/2025Keystone Financial Services69,980$6.42M2.5%+1.5%0.018%
1/30/2025 Valmark Advisers Inc.3,133$287K0.0%-4.6%0.001%
1/30/2025 Csenge Advisory Group40,244$3.69M0.2%+7.6%0.010%
1/30/2025 Copperleaf Capital LLC24,975$2.29M1.5%-9.4%0.006%
1/30/2025 James Investment Research Inc.38,568$3.54M0.4%-6.7%0.010%
1/30/2025 Allworth Financial LP3,439,456$315.64M1.7%+12.0%0.875%
1/30/2025 Principal Securities Inc.113,057$10.37M0.2%-0.6%0.029%
1/30/2025 Legacy Capital Wealth Partners LLC6,506$596K0.1%N/A0.002%
1/30/2025 Beacon Capital Management LLC342$31K0.0%-62.1%0.000%
1/30/2025 Lord & Richards Wealth Management LLC11,060$1.01M2.1%N/A0.003%
1/30/2025 Aveo Capital Partners LLC5,786$530K0.1%+7.2%0.001%
1/30/2025 Scarborough Advisors LLC69,109$6.34M0.9%+4.5%0.018%
1/30/2025 Nations Financial Group Inc. IA ADV2,539$233K0.0%-4.4%0.001%
1/30/2025 WealthPLAN Partners LLC18,793$1.72M0.2%+5.2%0.005%
1/30/2025 Quadrant Private Wealth Management LLC21,853$2.00M0.5%+11.9%0.006%
1/30/2025 BCU Wealth Advisors LLC18,681$1.71M1.0%+17.0%0.005%
1/30/2025 Blue Trust Inc.1,251,908$114.78M1.5%-4.5%0.318%
1/30/2025 Pictet North America Advisors SA126,186$11.57M1.1%N/A0.032%
1/30/2025 Banque Pictet & Cie SA14,182$1.30M0.0%N/A0.004%
1/30/2025 ShoreHaven Wealth Partners LLC28,898$2.65M1.3%+3.6%0.007%
1/30/2025 Asset Management One Co. Ltd.957,684$87.57M0.3%-2.5%0.243%
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1/29/2025 Kickstand Ventures LLC.42,641$3.91M1.0%+11.7%0.011%
1/29/2025 Naples Global Advisors LLC15,446$1.42M0.1%+96.1%0.004%
1/29/2025 Diversified Portfolios Inc.10,012$918K0.1%N/A0.003%
1/29/2025 Allspring Global Investments Holdings LLC238,578$21.87M0.0%+4.6%0.061%
1/29/2025 Jmac Enterprises LLC41,812$3.83M0.6%+10.7%0.011%
1/29/2025 Avidian Wealth Enterprises LLC670,014$61.43M2.8%+3.7%0.170%
1/29/2025 Beacon Financial Group61,375$5.63M0.6%+17.9%0.016%
1/29/2025 Leavell Investment Management Inc.164,280$15.06M0.7%+45.5%0.042%
1/29/2025 CAP Partners LLC12,595$1.16M0.8%+22.8%0.003%
1/29/2025 New Republic Capital LLC3,134$287K0.2%+15.6%0.001%
1/29/2025 True Vision MN LLC55,734$5.11M3.0%+6.2%0.014%
1/29/2025 Latitude Advisors LLC6,899$632K0.4%+2.4%0.002%
1/29/2025 Sovran Advisors LLC43,821$3.96M0.6%N/A0.011%
1/29/2025 Mill Creek Capital Advisors LLC506,988$46.48M1.1%+0.6%0.129%
1/29/2025 Focus Financial Network Inc.44,239$4.06M0.2%+7.3%0.011%
1/29/2025 International Private Wealth Advisors LLC4,007$367K0.4%N/A0.001%
1/29/2025 Bristlecone Advisors LLC16,708$1.53M0.1%+100.8%0.004%
1/29/2025 Constellation Investments Inc.548,000$50.24M2.3%N/A0.139%
1/29/2025 Cornerstone Planning Group LLC960$88K0.0%-10.9%0.000%
1/28/2025 Activest Wealth Management628$58K0.0%N/A0.000%
1/28/2025 Kestra Private Wealth Services LLC31,819$2.92M0.0%-2.3%0.008%
1/28/2025 Stephens Inc. AR20,077$1.84M0.0%+110.4%0.005%
1/28/2025 Rede Wealth LLC6,528$598K0.2%+7.0%0.002%
1/28/2025 Quotient Wealth Partners LLC1,923,148$176.31M5.8%+3.5%0.488%
1/28/2025 Farmers & Merchants Investments Inc.121,291$11.12M0.3%+14.1%0.031%
1/28/2025 Kingsview Wealth Management LLC257,553$23.61M0.5%+70.4%0.065%
1/28/2025 Apollon Wealth Management LLC31,738$2.91M0.1%+14.8%0.008%
1/28/2025 Cantor Fitzgerald Investment Advisors L.P.14,380$1.32M0.1%+3.1%0.004%
1/28/2025 Spectrum Investment Advisors Inc.129,657$11.89M7.9%+1.2%0.033%
1/28/2025 Golden State Wealth Management LLC2,584$237K0.0%N/A0.001%
1/28/2025 Lodestar Private Asset Management LLC20,409$1.87M0.2%-1.4%0.005%
1/28/2025 Fairvoy Private Wealth LLC5,043$462K0.1%N/A0.001%
1/28/2025 Sumitomo Mitsui Trust Group Inc.1,138,013$104.33M0.1%+4.0%0.289%
1/28/2025 1900 Wealth Management LLC5,538$508K0.0%-10.0%0.001%
1/27/2025 Eagle Ridge Investment Management212,035$19.44M1.7%-2.8%0.054%
1/27/2025 GHP Investment Advisors Inc.16,613$1.52M0.1%-15.0%0.004%
1/27/2025 Financial Advocates Investment Management128,934$11.82M0.7%+27.4%0.033%
1/27/2025 Beacon Financial Advisory LLC7,716$707K0.2%+25.0%0.002%
1/27/2025 Centennial Wealth Advisory LLC29,644$2.72M1.1%-18.2%0.008%
1/27/2025 Trilogy Capital Inc.17,044$1.56M0.1%-0.9%0.004%
1/27/2025 Schmidt P J Investment Management Inc.4,096$376K0.1%-8.0%0.001%
1/27/2025 Robertson Stephens Wealth Management LLC19,464$1.78M0.1%-16.0%0.005%
1/27/2025 Choreo LLC73,354$6.73M0.1%+6.1%0.019%
1/27/2025 Money Concepts Capital Corp2,733$251K0.0%N/A0.001%
1/27/2025 Lion Street Advisors LLC18,175$1.67M0.5%+15.6%0.005%
1/27/2025 Mirae Asset Global Investments Co. Ltd.500,782$45.95M0.2%-4.6%0.127%
1/27/2025 Stratos Wealth Advisors LLC142,993$13.11M0.6%+13.7%0.036%
1/27/2025 Stratos Wealth Partners LTD.30,439$2.79M0.0%+26.1%0.008%
1/27/2025 Silverlake Wealth Management LLC16,234$1.49M0.6%+20.9%0.004%
1/27/2025 Bay Harbor Wealth Management LLC71,216$6.53M2.1%+4.7%0.018%
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1/27/2025 Mather Group LLC.10,382$952K0.0%-8.2%0.003%
1/24/2025 Tempus Wealth Planning LLC12,000$1.10M0.3%+2.7%0.003%
1/24/2025 Columbus Macro LLC49,457$4.53M0.6%+6.6%0.013%
1/24/2025 Cornerstone Management Inc.111,884$10.26M2.0%+8.4%0.028%
1/24/2025 Trust Point Inc.8,436$773K0.1%+263.2%0.002%
1/24/2025 GEN Financial Management INC.6,202$569K0.4%N/A0.002%
1/24/2025 Vantage Point Financial LLC2,934$269K0.1%N/A0.001%
1/24/2025 Optas LLC72,492$6.65M1.4%-1.6%0.018%
1/24/2025 One Wealth Advisors LLC115,587$10.60M1.6%+7.5%0.029%
1/24/2025 Catalina Capital Group LLC5,792$531K0.2%+11.3%0.001%
(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, 993 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. ($3.32B), 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 887 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), JPMorgan Chase & Co. ($11.65M), Jane Street Group LLC ($7.75M), 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 159,480,140 shares in the last 24 months. This purchase volume represents approximately $20.66B in transactions.

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

Of the 587 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 56,508,543 shares in the last 24 months. This volume of shares sold represents approximately $6.60B in transactions.



This page (NASDAQ:MBB) was last updated on 2/1/2025 by MarketBeat.com Staff
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