ISHARES MBS ETF (MBB) Institutional Ownership Changes & 13F Activity
ISHARES MBS ETF (MBB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., United Capital Financial Advisors, Llc, Beacon Pointe Advisors, Llc, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Boltwood Capital Management | Buy | +7,954 | +5.7% | 147,239 | $13.20M | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Sell | -13,294 | -4.4% | 290,234 | $26.01M | Q3 2026 | Oct 01, 2026 |
| Montecito Bank & Trust | Sell | -340 | -3.3% | 10,088 | $904.09K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -30,910,875 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -2,119,612 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -58 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Sell | -260,720 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -175,469 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Allianz Asset Management Gmbh | Sell | -643,669 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -294 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Alternative Investment Advisors, Llc. | Sell | -64,070 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 31, 2026 |
| Corient Private Wealth Llc | Sell | -786,118 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -3,391 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -5 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -411,950 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -58,028 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Resolute Wealth Advisor, Inc. | Sell | -33,935 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -296 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -904,453 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Copia Wealth Management | Sell | -36 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,509,344 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -140,524 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -33,114 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -26,456 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Yukon Wealth Management, Inc. | Sell | -25,971 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -20,834 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Sell | -18,749 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -16,651 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -16,479 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -14,113 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
Frequently asked questions about MBB activity
Which institutional owners are buying MBB?
Institutional owners buying MBB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MBB activity?
"Buy" means an investor increased their reported position in MBB compared to the prior reporting period. This reflects growing exposure to ISHARES MBS ETF (MBB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MBB increasing?
Institutional interest in MBB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.