ISHR MTGE BACK SEC ACT (MBBA) Institutional Ownership Changes & 13F Activity
ISHR MTGE BACK SEC ACT (MBBA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 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, Pnc Financial Services Group, Inc., Commonwealth Equity Services, Llc, Jane Street Group, Llc, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +724,317 | +450.2% | 885,221 | $44.06M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Sell | -2,112 | -10.1% | 18,713 | $931.35K | Q2 2026 | Sep 02, 2026 |
| Bank Of America Corp | Sell | -6,832 | -6.7% | 95,288 | $4.74M | Q2 2026 | Aug 14, 2026 |
| American Trust | Buy | +5,617 | — | 5,617 | $279.57K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -3,546 | -3.8% | 88,966 | $4.43M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +224 | +16.8% | 1,556 | $77.49K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +77 | +3.9% | 2,047 | $101.88K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -17 | -0.2% | 9,783 | $487.00K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -8,134 | -99.2% | 64 | $3.19K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -225 | -1.0% | 22,340 | $1.11M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +2,130 | — | 2,130 | $106.35K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +55 | — | 55 | $2.74K | Q2 2026 | Aug 12, 2026 |
| Droms Strauss Advisors Inc | Buy | +7,417 | — | 7,417 | $369.14K | Q2 2026 | Aug 10, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +722,626 | +537.0% | 857,202 | $42.66M | Q2 2026 | Aug 07, 2026 |
| Blackrock, Inc. | Buy | +1,792 | +1.9% | 94,089 | $4.68M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +1,230 | +10.1% | 13,394 | $666.62K | Q2 2026 | Aug 07, 2026 |
| Commonwealth Equity Services, Llc | Sell | -11,956 | -61.7% | 7,417 | $369.13K | Q2 2026 | Jul 29, 2026 |
| Duncker Streett & Co Inc | Buy | +2 | +1.2% | 167 | $8.31K | Q2 2026 | Jul 28, 2026 |
| Tilson Financial Group, Inc. | Buy | +98 | +1.2% | 8,156 | $405.92K | Q2 2026 | Jul 27, 2026 |
| Tradewinds Capital Management, Llc | Buy | +1 | +1.9% | 55 | $2.74K | Q2 2026 | Jul 24, 2026 |
| Flagship Harbor Advisors, Llc | Sell | -67 | -1.4% | 4,838 | $240.79K | Q2 2026 | Jul 22, 2026 |
| Entrust Financial Llc | Buy | +5 | +1.1% | 458 | $22.81K | Q2 2026 | Jul 20, 2026 |
| Jane Street Group, Llc | Sell | -10,848 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Scarborough Advisors, Llc | Sell | -156 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -5,505 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
Frequently asked questions about MBBA activity
Which institutional owners are buying MBBA?
Institutional owners buying MBBA 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 MBBA activity?
"Buy" means an investor increased their reported position in MBBA compared to the prior reporting period. This reflects growing exposure to ISHR MTGE BACK SEC ACT (MBBA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MBBA increasing?
Institutional interest in MBBA 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.