iShares MBS ETF (MBB) Institutional Ownership

$91.66 +0.40 (+0.44%)

(As of 12/20/2024 05:51 PM ET)

Current Institutional Ownership Percentage: 91.70%
Number of Institutional Buyers (last 12 months): 599
Total Institutional Inflows (last 12 months): $4.78B

Number of Institutional Sellers (last 12 months): 383
Total Institutional Outflows (last 12 months): $2.14B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	3,021	$289K	0.0%	N/A	0.001%
12/13/2024	B. Riley Wealth Advisors Inc.	85,698	$8.19M	0.2%	+2.0%	0.024%
12/11/2024	Alternative Investment Advisors LLC.	80,473	$7.71M	4.1%	-4.3%	0.022%
12/3/2024	Bush Investment Group LLC	12,712	$1.22M	1.0%	+5.0%	0.003%
11/27/2024	Franklin Resources Inc.	296,709	$27.94M	0.0%	+1.4%	0.082%
11/25/2024	Synovus Financial Corp	15,570	$1.49M	0.0%	+13.8%	0.004%
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11/25/2024	Tidal Investments LLC	13,029	$1.24M	0.0%	+3.1%	0.004%
11/25/2024	Wilmington Savings Fund Society FSB	1,246	$119K	0.0%	N/A	0.000%
11/25/2024	World Investment Advisors LLC	111,232	$10.66M	0.3%	+4.5%	0.031%
11/25/2024	Sanctuary Advisors LLC	332,314	$30.77M	0.2%	+0.6%	0.092%
11/22/2024	Fulcrum Equity Management	3,687	$353K	0.3%	-11.8%	0.001%
11/21/2024	SkyView Investment Advisors LLC	449,278	$43.05M	7.2%	+2.9%	0.125%
11/19/2024	Invst LLC	125,951	$12.07M	1.5%	-3.0%	0.035%
11/19/2024	TCW Group Inc.	156,701	$15.01M	0.1%	-0.8%	0.044%
11/18/2024	Rehmann Capital Advisory Group	101,788	$9.75M	0.6%	+17.6%	0.028%
11/18/2024	Hobbs Group Advisors LLC	278	$27K	0.0%	+115.5%	0.000%
11/18/2024	Arete Wealth Advisors LLC	10,527	$1.01M	0.1%	-18.2%	0.003%
11/18/2024	Sunbelt Securities Inc.	1,780	$171K	0.0%	+32.7%	0.000%
11/15/2024	MidWestOne Financial Group Inc.	20,591	$1.97M	0.3%	+10.2%	0.006%
11/15/2024	High Falls Advisors Inc	169,395	$16.23M	3.7%	-1.8%	0.047%
11/15/2024	M&T Bank Corp	32,203	$3.09M	0.0%	-23.9%	0.009%
11/15/2024	Drucker Wealth 3.0 LLC	4,383	$420K	0.1%	-13.5%	0.001%
11/15/2024	MML Investors Services LLC	1,655,546	$158.62M	0.6%	+26.5%	0.460%
11/15/2024	Delos Wealth Advisors LLC	2,938	$281K	0.2%	+4.3%	0.001%
11/15/2024	Orion Portfolio Solutions LLC	179,565	$17.20M	0.4%	+62.1%	0.050%
11/15/2024	EP Wealth Advisors LLC	5,588	$535K	0.0%	+9.9%	0.002%
11/15/2024	Jane Street Group LLC	646,550	$61.95M	0.0%	+6,392.8%	0.180%
11/15/2024	Kovitz Investment Group Partners LLC	816,968	$78.29M	0.5%	-0.4%	0.227%
11/15/2024	Voya Financial Advisors Inc.	87,654	$8.43M	0.9%	+8.6%	0.024%
11/15/2024	Stansberry Asset Management LLC	49,117	$4.71M	0.6%	-5.7%	0.014%
11/15/2024	Stifel Financial Corp	3,550,412	$340.17M	0.4%	+0.8%	0.987%
11/15/2024	Swmg LLC	34,947	$3.23M	1.3%	+5.4%	0.010%
11/15/2024	Redwood Investment Management LLC	17,249	$1.65M	0.1%	+5.3%	0.005%
11/15/2024	Resurgent Financial Advisors LLC	9,850	$944K	0.6%	+30.2%	0.003%
11/15/2024	Pinnacle Family Advisors LLC	5,036	$483K	0.3%	-17.0%	0.001%
11/15/2024	Point72 Asset Management L.P.	10,000	$958K	0.0%	N/A	0.003%
11/15/2024	IHT Wealth Management LLC	66,116	$6.34M	0.2%	+101.8%	0.018%
11/15/2024	Integrated Wealth Concepts LLC	203,951	$19.54M	0.2%	-14.2%	0.057%
11/15/2024	HighTower Advisors LLC	227,133	$21.75M	0.0%	+8.1%	0.063%
11/15/2024	Hilltop Holdings Inc.	194,818	$18.67M	1.2%	+46.5%	0.054%
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11/15/2024	Community Bank N.A.	16,113	$1.54M	0.2%	+96.7%	0.004%
11/15/2024	Ascent Group LLC	89,761	$8.60M	0.7%	+17.3%	0.025%
11/15/2024	Benjamin Edwards Inc.	56,133	$5.38M	0.1%	N/A	0.016%
11/15/2024	Kestra Investment Management LLC	249,363	$23.89M	1.0%	+265.9%	0.069%
11/14/2024	Semmax Financial Advisors Inc.	40,493	$3.74M	1.0%	+2.0%	0.011%
11/14/2024	Cobblestone Capital Advisors LLC NY	24,696	$2.37M	0.1%	+2.0%	0.007%
11/14/2024	Tradition Wealth Management LLC	31,535	$3.02M	0.3%	+1.1%	0.009%
11/14/2024	Edgestream Partners L.P.	14,644	$1.40M	0.1%	N/A	0.004%
11/14/2024	TRUE Private Wealth Advisors	19,448	$1.86M	0.2%	-4.4%	0.005%
11/14/2024	Captrust Financial Advisors	49,829	$4.77M	0.0%	-1.5%	0.014%
11/14/2024	Icon Wealth Advisors LLC	136,210	$13.05M	1.1%	+1.4%	0.038%
11/14/2024	Rockefeller Capital Management L.P.	283,837	$27.19M	0.1%	-1.5%	0.079%
11/14/2024	Financial Counselors Inc.	3,988	$382K	0.0%	+4.6%	0.001%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	804,598	$77.09M	0.0%	+696.6%	0.224%
11/14/2024	Fiduciary Trust Co	10,701	$1.03M	0.0%	+51.4%	0.003%
11/14/2024	Stone House Investment Management LLC	131,634	$12.61M	2.6%	+5.0%	0.037%
11/14/2024	True Vision MN LLC	52,491	$5.03M	3.0%	+7.4%	0.015%
11/14/2024	CreativeOne Wealth LLC	312,194	$29.91M	1.0%	+33.0%	0.087%
11/13/2024	Bridgewater Associates LP	1,416,200	$135.69M	0.8%	-2.6%	0.394%
11/13/2024	Freedom Investment Management Inc.	5,242	$502K	0.0%	+39.6%	0.001%
11/13/2024	Townsquare Capital LLC	35,930	$3.44M	0.0%	-37.3%	0.010%
11/13/2024	BNP Paribas Financial Markets	794,105	$76.08M	0.1%	+486.8%	0.221%
11/13/2024	FMR LLC	967,542	$92.70M	0.0%	-46.8%	0.269%
11/13/2024	D.A. Davidson & CO.	19,620	$1.88M	0.0%	+15.4%	0.005%
11/13/2024	Elios Financial Group Inc.	9,652	$925K	0.4%	N/A	0.003%
11/13/2024	Bank of Montreal Can	1,041,964	$100.25M	0.0%	+2.9%	0.290%
11/13/2024	Private Trust Co. NA	38,249	$3.67M	0.4%	+10.6%	0.011%
11/13/2024	Hancock Whitney Corp	1,361,230	$130.42M	4.2%	-0.7%	0.378%
11/13/2024	Loomis Sayles & Co. L P	4,069	$390K	0.0%	+163.4%	0.001%
11/13/2024	Pacific Financial Group Inc.	9,239	$885K	0.6%	-3.8%	0.003%
11/13/2024	Bank of Hawaii	532,164	$50.99M	2.1%	N/A	0.148%
11/13/2024	Fisher Asset Management LLC	18,265,598	$1.75B	0.7%	+8.3%	5.078%
11/13/2024	Estate Counselors LLC	12,065	$1.16M	0.1%	N/A	0.003%
11/12/2024	Cahill Financial Advisors Inc.	2,170	$208K	0.0%	-74.8%	0.001%
11/12/2024	Capital Investment Counsel LLC	2,606	$250K	0.0%	-61.3%	0.001%
11/12/2024	Centaurus Financial Inc.	10,929	$1.05M	0.1%	+167.1%	0.003%
11/12/2024	Crewe Advisors LLC	848	$81K	0.0%	-23.8%	0.000%
11/12/2024	Penserra Capital Management LLC	192,619	$18.45M	0.4%	N/A	0.054%
11/12/2024	Lane & Associates LLC	6,416	$615K	0.3%	-29.2%	0.002%
11/12/2024	Cerity Partners LLC	39,068	$3.74M	0.0%	+0.5%	0.011%
11/12/2024	Kingsview Wealth Management LLC	151,110	$14.48M	0.3%	-24.1%	0.042%
11/12/2024	Alesco Advisors LLC	8,485	$813K	0.0%	+12.2%	0.002%
11/12/2024	Optivise Advisory Services LLC	15,019	$1.44M	0.8%	N/A	0.004%
11/12/2024	Great Valley Advisor Group Inc.	12,132	$1.16M	0.0%	+26.7%	0.003%
11/12/2024	Flagstar Advisors Inc.	4,444	$426K	0.1%	-9.6%	0.001%
11/12/2024	Meridian Wealth Management LLC	2,318	$222K	0.0%	N/A	0.001%
11/12/2024	Nwam LLC	6,920	$663K	0.0%	N/A	0.002%
11/12/2024	Icon Wealth Advisors LLC	1,030	$99K	0.0%	-99.2%	0.000%
11/12/2024	CFS Investment Advisory Services LLC	368,076	$35.27M	3.0%	+2.1%	0.102%
11/12/2024	Raymond James Trust N.A.	7,788	$746K	0.0%	-4.1%	0.002%
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11/12/2024	Concorde Asset Management LLC	16,030	$1.54M	0.9%	+34.1%	0.004%
11/9/2024	LPL Financial LLC	19,189,697	$1.84B	0.8%	+6.3%	5.335%
11/9/2024	Shelter Mutual Insurance Co	109,870	$10.23M	2.5%	-5.7%	0.031%
11/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	503,172	$48.21M	0.1%	+10.2%	0.140%
11/8/2024	EverSource Wealth Advisors LLC	117,091	$11.22M	0.7%	-0.6%	0.033%
11/8/2024	Moors & Cabot Inc.	11,391	$1.09M	0.1%	-1.8%	0.003%
11/8/2024	First Horizon Advisors Inc.	37,557	$3.60M	0.1%	+16.3%	0.010%
11/8/2024	Hilton Capital Management LLC	924,599	$88.59M	6.9%	N/A	0.257%
11/8/2024	Commerce Bank	4,166	$399K	0.0%	+87.2%	0.001%
11/8/2024	Sachetta LLC	31,622	$3.03M	1.2%	-5.0%	0.009%

(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, 979 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 869 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 154,808,718 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 583 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 56,156,889 shares in the last 24 months. This volume of shares sold represents approximately $6.62B in transactions.

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This page (NASDAQ:MBB) was last updated on 12/21/2024 by MarketBeat.com Staff

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iShares MBS ETF (MBB) Institutional Ownership

MBB Institutional Buying and Selling by Quarter

iShares MBS ETF Major Shareholders & Ownership History

MBB Institutional Ownership - Frequently Asked Questions

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iShares MBS ETF (MBB) Institutional Ownership

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

MBB Institutional Buying and Selling by Quarter

iShares MBS ETF Major Shareholders & Ownership History

MBB Institutional Ownership - Frequently Asked Questions

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