iShares MBS ETF (MBB) Institutional Ownership

$91.35
-0.33 (-0.36%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
91.70%
Number of
Institutional Buyers
(last 12 months)
601
Total
Institutional Inflows
(last 12 months)
$6.24B
Number of
Institutional Sellers
(last 12 months)
414
Total
Institutional Outflows
(last 12 months)
$3.14B
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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
5/17/2024First Citizens Asset Management Inc.3,269$302K0.1%-8.9%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC7,696$711K0.1%-76.5%0.002%
5/17/2024 Semmax Financial Advisors Inc.36,205$3.29M1.1%+15.1%0.011%
5/17/2024 Comerica Bank61,807$5.71M0.0%+27.0%0.019%
5/17/2024 Hancock Whitney Corp1,330,431$122.96M4.2%+5.7%0.411%
5/17/2024 SkyView Investment Advisors LLC434,131$40.12M7.4%+3.2%0.134%
5/17/2024 Coppell Advisory Solutions Corp.4,929$456K0.1%N/A0.002%
5/17/2024 Tidal Investments LLC6,507$601K0.0%-24.9%0.002%
5/16/2024 Jane Street Group LLC8,429,084$779.02M0.2%+542.0%2.605%
5/16/2024 Redwood Investment Management LLC14,682$1.36M0.1%+5.4%0.005%
5/16/2024 Global Financial Private Client LLC3,249$298K0.1%-12.2%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.93,033$8.26M0.2%+33.9%0.029%
5/16/2024 Ancora Advisors LLC23,985$2.22M0.1%+137.4%0.007%
5/16/2024 Dynasty Wealth Management LLC1,710,087$158.05M5.0%N/A0.528%
5/16/2024 High Falls Advisors Inc168,798$15.60M3.9%+1.9%0.052%
5/16/2024 Icon Wealth Advisors LLC140,282$12.97M1.2%+2.4%0.043%
5/15/2024 Ascent Group LLC60,061$5.55M0.5%+46.8%0.018%
5/15/2024 Mount Yale Investment Advisors LLC25,110$2.32M0.2%-51.2%0.008%
5/15/2024 Manhattan West Asset Management LLC56,916$5.26M1.3%+19.3%0.017%
5/15/2024 Kestra Advisory Services LLC182,464$16.86M0.1%+17.7%0.056%
5/15/2024 Lazard Asset Management LLC134,989$12.48M0.0%+3.7%0.041%
5/14/2024 Westwood Holdings Group Inc.8,995$831K0.0%+38.0%0.003%
5/14/2024 JT Stratford LLC6,264$579K0.1%+8.4%0.002%
5/14/2024 Axxcess Wealth Management LLC9,916$916K0.0%-13.2%0.003%
5/14/2024 EP Wealth Advisors LLC5,930$548K0.0%+7.6%0.002%
5/14/2024 Wellington Wealth Strategies LLC.4,524$418K0.2%N/A0.001%
5/14/2024 CreativeOne Wealth LLC388,434$35.90M1.4%+68.2%0.118%
5/14/2024 Crewe Advisors LLC1,426$132K0.0%+62.8%0.000%
5/13/2024 Bessemer Group Inc.994,220$91.89M0.2%+2,198.6%0.307%
5/13/2024 PAX Financial Group LLC81,003$7.49M1.5%-3.9%0.025%
5/11/2024 Resurgent Financial Advisors LLC6,876$635K0.3%+2.8%0.002%
5/11/2024 Cynosure Group LLC3,817$353K0.1%-74.9%0.001%
5/11/2024 Jacobi Capital Management LLC19,718$1.82M0.2%+11.4%0.006%
5/11/2024 Strait & Sound Wealth Management LLC3,309$298K0.2%+3.7%0.001%
5/10/2024 Allstate Corp28,003$2.59M0.2%-50.1%0.009%
5/10/2024 Osaic Holdings Inc.318,571$29.47M0.1%-84.0%0.098%
5/10/2024 TIAA Trust National Association4,661,182$431.25M1.3%+11.8%1.440%
5/10/2024 JPMorgan Chase & Co.25,243,920$2.33B0.2%-16.5%7.801%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp188,686$17.44M0.0%-41.5%0.058%
5/10/2024 Chesapeake Capital Corp IL20,941$1.94M1.4%-25.7%0.006%
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5/10/2024 Kelman Lazarov Inc.87,755$8.11M1.6%+30.9%0.027%
5/10/2024 Motco650$60K0.0%N/A0.000%
5/10/2024 Lindenwold Advisors INC51,823$4.79M2.6%+10.0%0.016%
5/10/2024 Horizon Family Wealth Inc.14,121$1.31M1.0%-55.6%0.004%
5/10/2024 Nwam LLC7,011$638K0.1%+11.6%0.002%
5/9/2024 Dorsey & Whitney Trust CO LLC15,327$1.42M0.1%-0.7%0.005%
5/9/2024 Blair William & Co. IL6,699$619K0.0%+147.0%0.002%
5/9/2024 Orion Portfolio Solutions LLC105,938$9.79M0.1%+5.4%0.033%
5/9/2024 Renasant Bank27,929$2.58M1.8%-5.7%0.009%
5/9/2024 Kingsview Wealth Management LLC187,108$17.29M0.4%+4.9%0.058%
5/9/2024 Clearwater Capital Advisors LLC245,571$22.70M2.4%+10.3%0.076%
5/9/2024 SageView Advisory Group LLC14,120$1.31M0.1%+322.9%0.004%
5/9/2024 MB Generational Wealth LLC18,155$1.68M1.5%N/A0.006%
5/9/2024 Charles Schwab Investment Advisory Inc.5,368,826$496.19M0.7%-1.7%1.659%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.443,400$40.98M0.1%-6.8%0.137%
5/9/2024 Koshinski Asset Management Inc.5,018$464K0.0%+15.3%0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.383,780$35.47M0.1%N/A0.119%
5/8/2024 West Wealth Group LLC36,218$3.35M1.2%-29.5%0.011%
5/8/2024 Sheets Smith Wealth Management34,683$3.21M0.4%-4.9%0.011%
5/8/2024 TSA Wealth Managment LLC92,229$8.52M3.7%+2.5%0.029%
5/8/2024 Avantax Advisory Services Inc.123,372$11.40M0.1%+7.9%0.038%
5/8/2024 US Bancorp DE604,430$55.86M0.1%-70.7%0.187%
5/8/2024 Watershed Private Wealth LLC21,214$1.96M0.9%N/A0.007%
5/8/2024 Headlands Technologies LLC592$55K0.0%N/A0.000%
5/8/2024 Legacy Capital Group California Inc.6,891$637K0.2%-4.7%0.002%
5/8/2024 New Republic Capital LLC2,636$244K0.2%+5.0%0.001%
5/8/2024 Semus Wealth Partners LLC4,160$384K0.3%-9.0%0.001%
5/7/2024 Verus Capital Partners LLC19,162$1.77M0.2%+37.1%0.006%
5/7/2024 NorthRock Partners LLC6,656$626K0.1%-47.6%0.002%
5/7/2024 Sei Investments Co.1,976,660$182.68M0.3%+5.3%0.611%
5/7/2024 Concurrent Investment Advisors LLC40,742$3.77M0.1%+56.5%0.013%
5/7/2024 Atomi Financial Group Inc.39,010$3.61M0.3%+60.2%0.012%
5/7/2024 WealthPLAN Partners LLC17,174$1.59M0.2%+5.1%0.005%
5/7/2024 BOS Asset Management LLC3,448$319K0.2%-51.1%0.001%
5/7/2024 Bernardo Wealth Planning LLC55,106$5.09M1.4%+12.0%0.017%
5/7/2024 EQ LLC2,378$220K0.1%N/A0.001%
5/7/2024 Shared Vision Wealth Group LLC68,051$6.29M3.9%+17.4%0.021%
5/7/2024 Oppenheimer Asset Management Inc.30,999$2.87M0.0%+32.6%0.010%
5/7/2024 PFG Advisors3,356$310K0.0%-14.5%0.001%
5/7/2024 Oppenheimer & Co. Inc.15,339$1.42M0.0%+14.5%0.005%
5/7/2024 Spectrum Investment Advisors Inc.75,283$6.96M5.1%+2.0%0.023%
5/7/2024 Moneda S.A. Administradora General de Fondos8,406$777K0.4%-3.7%0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.2,792,215$258.06M1.0%+6.3%0.863%
5/6/2024 Leuthold Group LLC132,067$12.21M1.4%-2.5%0.041%
5/6/2024 Concord Investment Counsel Inc.7,881$728K0.3%N/A0.002%
5/6/2024 Advisory Services Network LLC53,595$4.95M0.1%+21.9%0.017%
5/6/2024 Sensible Financial Planning & Management LLC.635,717$58.75M13.0%+4.6%0.196%
5/6/2024 W.H. Cornerstone Investments Inc.3,432$317K0.2%-39.8%0.001%
5/6/2024 Advisory Alpha LLC6,384$590K0.0%-5.1%0.002%
5/4/2024 Beacon Bridge Wealth Partners LLC119,027$11M5.2%+7.7%0.037%
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5/4/2024 Geneos Wealth Management Inc.85,808$7.93M0.4%-20.5%0.027%
5/4/2024 Riggs Asset Managment Co. Inc.19,695$1.82M0.5%-7.1%0.006%
5/4/2024 Csenge Advisory Group31,028$2.87M0.2%+14.2%0.010%
5/4/2024 Richardson Financial Services Inc.2,537$234K0.2%+65.1%0.001%
5/3/2024 FDx Advisors Inc.201,035$18.58M2.8%-3.5%0.062%
5/3/2024 Avidian Wealth Solutions LLC610,959$56.47M2.7%+8.4%0.189%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors45,504$4.21M0.5%+2.4%0.014%
5/3/2024 Rehmann Capital Advisory Group82,639$7.64M0.6%+9.2%0.026%
5/3/2024 BCU Wealth Advisors LLC13,293$1.23M1.0%+15.6%0.004%
5/3/2024 Lutz Financial Services LLC303,450$28.05M2.4%+134.5%0.094%
(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. ($2.01B), LPL Financial LLC ($1.47B), Ameriprise Financial Inc. ($1.18B), Jane Street Group LLC ($779.02M), 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 855 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. ($19.55M), LPL Financial LLC ($13.16M), Jane Street Group LLC ($10.31M), JPMorgan Chase & Co. ($6.13M), Bank of America Corp DE ($4.96M), TIAA Trust National Association ($4.71M), and US Bancorp DE ($4.49M).

How much institutional buying is happening at iShares MBS ETF?

Institutional investors have bought a total of 153,577,926 shares in the last 24 months. This purchase volume represents approximately $22.54B in transactions.

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

Of the 595 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 ($18.18M), Envestnet Asset Management Inc. ($9.31M), JPMorgan Chase & Co. ($5.26M), US Bancorp DE ($4.16M), State of Tennessee Treasury Department ($2.41M), Thrivent Financial for Lutherans ($2.00M), and Osaic Holdings Inc. ($1.67M).

How much institutional selling is happening at iShares MBS ETF?

Institutional investors have sold a total of 71,828,102 shares in the last 24 months. This volume of shares sold represents approximately $10.33B in transactions.


This page (NASDAQ:MBB) was last updated on 5/18/2024 by MarketBeat.com Staff

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