MBB Institutional Ownership & Shareholders
ISHARES MBS ETF (MBB) is currently held by 962 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $34.25B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of MBB tracked by InsiderSet, reporting ownership valued at approximately $6.45B in its June 30, 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 $6.28B, representing an estimated loss of -2.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed MBB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jpmorgan Chase & Co, Envestnet Asset Management Inc, 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
962
Total Reported Value
$34.25B
Largest Holder
Bank Of America Corp
Largest Position
$6.45B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
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 | 0.42% | 68,261,267 | $6,452,054,987 | $6,283,449,627 | -$168,605,360 | -2.61% | |
| Jpmorgan Chase & Co | 0.21% | 37,776,202 | $3,587,606,076 | $3,477,299,394 | -$110,306,682 | -3.07% | |
| Envestnet Asset Management Inc | 0.69% | 30,910,875 | $2,921,648,338 | $2,845,346,044 | -$76,302,294 | -2.61% | |
| Lpl Financial Llc | 0.58% | 27,128,190 | $2,564,156,422 | $2,497,149,890 | -$67,006,533 | -2.61% | |
| Ubs Group Ag | 0.28% | 18,496,926 | $1,748,329,446 | $1,702,642,038 | -$45,687,408 | -2.61% | |
| Tiaa Wealth Investment Management Llc | 9.38% | 14,805,333 | $1,404,268,352 | $1,362,830,903 | -$41,437,449 | -2.95% | |
| Ameriprise Financial Inc | 0.26% | 13,686,305 | $1,291,246,101 | $1,259,824,375 | -$31,421,726 | -2.43% | |
| Morgan Stanley | 0.06% | 11,538,279 | $1,090,598,317 | $1,062,098,582 | -$28,499,735 | -2.61% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.50% | 7,678,893 | $725,808,966 | $706,842,101 | -$18,966,865 | -2.61% | |
| Truist Financial Corp | 0.49% | 4,650,231 | $416,753,676 | $428,053,764 | +$11,300,088 | +2.71% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.08% | 4,299,327 | $408,221,099 | $395,753,050 | -$12,468,049 | -3.05% | |
| Stifel Financial Corp | 0.29% | 3,741,705 | $353,666,220 | $344,423,945 | -$9,242,275 | -2.61% | |
| Pnc Financial Services Group, Inc. | 0.17% | 3,272,947 | $309,358,993 | $301,274,771 | -$8,084,222 | -2.61% | |
| Allworth Financial Lp | 1.22% | 3,034,893 | $286,858,105 | $279,361,901 | -$7,496,204 | -2.61% | |
| Midland Wealth Advisors, Llc | 13.23% | 3,196,616 | $286,480,726 | $294,248,503 | +$7,767,777 | +2.71% | |
| Wells Fargo & Company/Mn | 0.05% | 2,912,422 | $275,282,151 | $268,088,445 | -$7,193,706 | -2.61% | |
| Bank Of Montreal | 0.10% | 2,803,720 | $265,007,615 | $258,082,426 | -$6,925,189 | -2.61% | |
| State Of Tennessee, Department Of Treasury | 0.75% | 2,654,254 | $250,880,089 | $244,324,081 | -$6,556,008 | -2.61% | |
| Bank Of New York Mellon Corp | 0.04% | 2,420,276 | $228,764,498 | $222,786,406 | -$5,978,092 | -2.61% | |
| Sei Investments Co | 0.20% | 2,380,025 | $224,960,523 | $219,081,301 | -$5,879,222 | -2.61% | |
| Composition Wealth, Llc | 2.61% | 2,352,562 | $222,364,149 | $216,553,332 | -$5,810,817 | -2.61% | |
| Blackrock, Inc. | 0.00% | 2,311,312 | $218,465,256 | $212,756,270 | -$5,708,986 | -2.61% | |
| Cetera Investment Advisers | 0.18% | 2,146,275 | $202,865,897 | $197,564,614 | -$5,301,283 | -2.61% | |
| Envestnet Portfolio Solutions, Inc. | 0.96% | 2,119,612 | $200,345,687 | $195,110,285 | -$5,235,402 | -2.61% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 2.41% | 2,059,309 | $184,555,299 | $189,559,393 | +$5,004,094 | +2.71% | |
| Cwm, Llc | 0.48% | 1,927,060 | $182,974,342 | $177,385,873 | -$5,588,469 | -3.05% | |
| Onedigital Investment Advisors Llc | 1.51% | 1,892,523 | $178,881,311 | $174,206,742 | -$4,674,569 | -2.61% | |
| Dynasty Wealth Management, Llc | 1.29% | 1,833,567 | $173,308,750 | $168,779,842 | -$4,528,908 | -2.61% | |
| Mml Investors Services, Llc | 0.34% | 1,769,513 | $167,254,376 | $162,883,672 | -$4,370,704 | -2.61% | |
| Goldman Sachs Group Inc | 0.02% | 1,716,390 | $162,233,183 | $157,993,700 | -$4,239,484 | -2.61% | |
| Quotient Wealth Partners, Llc | 3.76% | 1,685,608 | $159,323,662 | $155,160,216 | -$4,163,446 | -2.61% | |
| Richard Bernstein Advisors Llc | 4.54% | 1,648,703 | $156,546,056 | $151,763,111 | -$4,782,945 | -3.06% | |
| Ferguson Wellman Capital Management, Inc | 1.83% | 1,711,063 | $153,345,457 | $157,503,349 | +$4,157,892 | +2.71% | |
| Bessemer Group Inc | 0.21% | 1,607,411 | $151,933,000 | $147,962,183 | -$3,970,817 | -2.61% | |
| Janney Montgomery Scott Llc | 0.29% | 1,599,915 | $151,224,000 | $147,272,176 | -$3,951,824 | -2.61% | |
| Raymond James Financial Inc | 0.04% | 1,592,160 | $150,490,982 | $146,558,328 | -$3,932,654 | -2.61% | |
| United Capital Financial Advisors, Llc | 0.79% | 1,509,344 | $142,758,102 | $138,935,115 | -$3,822,987 | -2.68% | |
| Royal Bank Of Canada | 0.02% | 1,487,140 | $140,564,000 | $136,891,237 | -$3,672,763 | -2.61% | |
| Merit Financial Group, Llc | 0.84% | 1,433,945 | $135,536,480 | $131,994,637 | -$3,541,843 | -2.61% | |
| Bridgewater Associates, Lp | 0.54% | 1,386,800 | $131,080,336 | $127,654,940 | -$3,425,396 | -2.61% | |
| Asset Management One Co., Ltd. | 0.28% | 1,248,299 | $111,872,556 | $114,905,923 | +$3,033,367 | +2.71% | |
| Clarity Financial Llc | 9.48% | 1,172,019 | $110,779,207 | $107,884,349 | -$2,894,858 | -2.61% | |
| Hancock Whitney Corp | 1.78% | 1,131,436 | $106,943,330 | $104,148,684 | -$2,794,646 | -2.61% | |
| Mai Capital Management | 0.36% | 1,006,787 | $95,161,592 | $92,674,743 | -$2,486,849 | -2.61% | |
| Newedge Advisors, Llc | 0.28% | 984,369 | $93,042,538 | $90,611,166 | -$2,431,372 | -2.61% | |
| Beacon Pointe Advisors, Llc | 0.40% | 904,453 | $85,488,916 | $83,254,899 | -$2,234,017 | -2.61% | |
| Alliancebernstein L.P. | 0.03% | 864,704 | $82,103,645 | $79,596,003 | -$2,507,642 | -3.05% | |
| Blue Trust, Inc. | 0.85% | 904,461 | $81,057,772 | $83,255,635 | +$2,197,863 | +2.71% | |
| Fisher Asset Management, Llc | 0.02% | 831,866 | $78,628,038 | $76,573,265 | -$2,054,773 | -2.61% | |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | 839,309 | $75,218,873 | $77,258,393 | +$2,039,520 | +2.71% |
Frequently asked questions about MBB
Who are the largest institutional holders of MBB?
The largest institutional holders of MBB reported in the latest SEC Form 13F filings include Bank Of America Corp, Jpmorgan Chase & Co, Envestnet Asset Management Inc, Lpl Financial Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported MBB position.
What is MBB institutional ownership?
This page tracks MBB positions reported by institutional investment managers through SEC Form 13F. ISHARES MBS ETF (MBB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MBB?
InsiderSet currently tracks 962 institutional managers reporting MBB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MBB shareholders.
How much MBB stock do institutions own?
Institutional investment managers disclosed approximately $34.25B in MBB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MBB institutional ownership last updated?
The latest MBB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MBB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MBB position after the reporting date.
Are institutions buying or selling MBB?
Institutional buying and selling can be analyzed by comparing MBB positions across consecutive 13F reporting periods. InsiderSet's MBB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MBB ownership changes.
How has MBB institutional ownership changed over time?
InsiderSet tracks MBB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.