ISHARES MBS ETF (MBB) Institutional Shareholders
ISHARES MBS ETF (MBB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $30.91B in MBB holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MBB tracked by InsiderSet, reporting ownership valued at approximately $6.29B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.15B, representing an estimated loss of -2.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed MBB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Envestnet Asset Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES MBS ETF (MBB).
This page ranks the largest institutional MBB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,006
Total Reported Value
$30.91B
Largest Holder
Bank Of America Corp
Largest Position
$6.29B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.46% | 66,207,297 | $6,286,382,913 | $6,151,982,037 | -$134,400,876 | -2.14% | |
| Envestnet Asset Management Inc | 0.69% | 30,910,875 | $2,921,648,338 | $2,872,238,505 | -$49,409,833 | -1.69% | |
| Lpl Financial Llc | 0.71% | 27,984,290 | $2,657,108,237 | $2,600,300,227 | -$56,808,010 | -2.14% | |
| Ubs Group Ag | 0.37% | 21,837,225 | $2,073,444,514 | $2,029,114,947 | -$44,329,567 | -2.14% | |
| Tiaa Wealth Investment Management Llc | 10.18% | 14,072,269 | $1,333,760,839 | $1,307,595,235 | -$26,165,604 | -1.96% | |
| Ameriprise Financial Inc | 0.29% | 13,191,448 | $1,253,994,326 | $1,225,749,348 | -$28,244,978 | -2.25% | |
| Morgan Stanley | 0.06% | 10,792,188 | $1,024,718,333 | $1,002,810,109 | -$21,908,224 | -2.14% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.73% | 7,479,771 | $710,204,256 | $695,020,321 | -$15,183,935 | -2.14% | |
| Truist Financial Corp | 0.63% | 5,541,462 | $523,779,009 | $514,912,649 | -$8,866,360 | -1.69% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.08% | 4,299,327 | $408,221,099 | $399,493,465 | -$8,727,634 | -2.14% | |
| Stifel Financial Corp | 0.32% | 3,707,598 | $352,036,979 | $344,510,006 | -$7,526,973 | -2.14% | |
| Bank Of Montreal | 0.13% | 3,425,563 | $325,257,207 | $318,303,314 | -$6,953,893 | -2.14% | |
| Allworth Financial Lp | 1.29% | 3,330,589 | $316,239,415 | $309,478,330 | -$6,761,085 | -2.14% | |
| Pnc Financial Services Group, Inc. | 0.19% | 3,100,561 | $294,398,275 | $288,104,128 | -$6,294,147 | -2.14% | |
| Wells Fargo & Company/Mn | 0.05% | 2,711,021 | $257,411,459 | $251,908,071 | -$5,503,388 | -2.14% | |
| Midland Wealth Advisors, Llc | 11.19% | 2,518,894 | $238,085,861 | $234,055,630 | -$4,030,231 | -1.69% | |
| State Of Tennessee, Department Of Treasury | 0.79% | 2,478,109 | $235,296,450 | $230,265,888 | -$5,030,562 | -2.14% | |
| Composition Wealth, Llc | 2.61% | 2,352,562 | $222,364,149 | $218,600,061 | -$3,764,088 | -1.69% | |
| Bank Of New York Mellon Corp | 0.04% | 2,314,725 | $219,783,180 | $215,084,247 | -$4,698,933 | -2.14% | |
| Blackrock, Inc. | 0.00% | 2,222,389 | $211,015,787 | $206,504,386 | -$4,511,401 | -2.14% | |
| Sei Investments Co | 0.19% | 2,194,447 | $208,334,648 | $203,908,015 | -$4,426,633 | -2.12% | |
| Envestnet Portfolio Solutions, Inc. | 0.96% | 2,119,612 | $200,345,687 | $196,954,347 | -$3,391,340 | -1.69% | |
| Cetera Investment Advisers | 0.20% | 2,026,264 | $192,393,795 | $188,280,451 | -$4,113,344 | -2.14% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 2.43% | 1,957,539 | $185,026,604 | $181,894,524 | -$3,132,080 | -1.69% | |
| Cwm, Llc | 0.48% | 1,927,060 | $182,974,342 | $179,062,415 | -$3,911,927 | -2.14% | |
| Barclays Plc | 0.06% | 1,912,803 | $181,620,645 | $177,737,655 | -$3,882,990 | -2.14% | |
| Onedigital Investment Advisors Llc | 1.65% | 1,778,596 | $168,877,656 | $165,267,140 | -$3,610,516 | -2.14% | |
| Dynasty Wealth Management, Llc | 1.46% | 1,760,337 | $167,144,027 | $163,570,514 | -$3,573,513 | -2.14% | |
| Quotient Wealth Partners, Llc | 3.76% | 1,685,608 | $159,323,662 | $156,626,695 | -$2,696,967 | -1.69% | |
| Richard Bernstein Advisors Llc | 4.54% | 1,648,703 | $156,546,056 | $153,197,483 | -$3,348,573 | -2.14% | |
| Mirae Asset Global Investments Co., Ltd. | 0.28% | 1,549,507 | $146,459,402 | $143,980,190 | -$2,479,212 | -1.69% | |
| Raymond James Financial Inc | 0.05% | 1,537,894 | $146,023,022 | $142,901,110 | -$3,121,912 | -2.14% | |
| Ferguson Wellman Capital Management, Inc | 1.78% | 1,544,469 | $145,983,235 | $143,512,059 | -$2,471,176 | -1.69% | |
| Merit Financial Group, Llc | 0.84% | 1,433,945 | $135,536,480 | $133,242,169 | -$2,294,311 | -1.69% | |
| United Capital Financial Advisors, Llc | 0.83% | 1,422,567 | $135,205,561 | $132,184,926 | -$3,020,635 | -2.23% | |
| Mml Investors Services, Llc | 0.37% | 1,412,423 | $134,109,536 | $131,242,345 | -$2,867,191 | -2.14% | |
| Royal Bank Of Canada | 0.03% | 1,408,747 | $133,760,000 | $130,900,771 | -$2,859,229 | -2.14% | |
| Bridgewater Associates, Lp | 0.58% | 1,360,000 | $129,132,000 | $126,371,200 | -$2,760,800 | -2.14% | |
| Asset Management One Co., Ltd. | 0.30% | 1,225,691 | $115,852,313 | $113,891,208 | -$1,961,105 | -1.69% | |
| Clarity Financial Llc | 9.48% | 1,172,019 | $110,779,207 | $108,904,005 | -$1,875,202 | -1.69% | |
| Hancock Whitney Corp | 1.88% | 1,142,458 | $108,282,169 | $106,157,197 | -$2,124,972 | -1.96% | |
| Blue Trust, Inc. | 0.96% | 966,223 | $91,327,393 | $89,781,441 | -$1,545,952 | -1.69% | |
| Strategic Wealth Partners, Ltd. | 3.12% | 952,710 | $90,585,831 | $88,525,813 | -$2,060,018 | -2.27% | |
| Evoke Wealth, Llc | 1.55% | 886,160 | $84,140,943 | $82,341,987 | -$1,798,956 | -2.14% | |
| Fisher Asset Management, Llc | 0.03% | 882,651 | $83,807,740 | $82,015,931 | -$1,791,809 | -2.14% | |
| Beacon Pointe Advisors, Llc | 0.44% | 877,630 | $83,330,924 | $81,549,380 | -$1,781,544 | -2.14% | |
| Exchange Traded Concepts, Llc | 0.41% | 870,621 | $82,291,096 | $80,898,103 | -$1,392,993 | -1.69% | |
| Alliancebernstein L.P. | 0.03% | 826,002 | $78,651,910 | $76,752,106 | -$1,899,804 | -2.42% | |
| Nottingham Advisors, Inc. | 9.14% | 816,347 | $76,583,190 | $75,854,963 | -$728,227 | -0.95% | |
| Mill Creek Capital Advisors, Llc | 1.50% | 767,705 | $72,893,589 | $71,335,149 | -$1,558,440 | -2.14% |
Frequently asked questions about MBB
Who owns the most MBB stock?
The largest holders of MBB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MBS ETF (MBB).
Is MBB widely held by superinvestors?
Many widely followed stocks like MBB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MBB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.