iShares MBS ETFMBBETF
13F holders, Q2 2026 (June 30)1,028holders −2
77new positions
78sold out
5famous investors
$94.57avg. 13F price*
At the end of Q2 2026, 1,028 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, down 2 from Q1 2026. 77 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($6.5B), JPMorgan Chase & Co. ($3.6B) and Envestnet Asset Management Inc. ($2.9B). 5 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $115.3M |
| Exits | 78 | $151.0M |
All 13F filers, Q1 2026 → Q2 2026: 20,688,879 shares bought and 12,620,224 shares sold, net +8,068,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,028 holders
| Bank of America Corp. | 0.42% | Add +3.1% | 68,261,267 | $6.5B |
| JPMorgan Chase & Co. | 0.21% | Add +1.7% | 37,776,202 | $3.6B |
| Envestnet Asset Management Inc. | 0.69% | Add +6.9% | 30,910,875 | $2.9B |
| LPL Financial LLC | 0.58% | Reduce -3.1% | 27,128,190 | $2.6B |
| UBS Group AG | 0.28% | Reduce -15.3% | 18,496,926 | $1.7B |
| TIAA Wealth Investment Management LLC | 9.38% | Add +5.2% | 14,805,333 | $1.4B |
| Ameriprise Financial Inc. | 0.26% | Add +3.8% | 13,686,305 | $1.3B |
| Morgan Stanley | 0.06% | Add +6.9% | 11,538,279 | $1.1B |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.50% | Add +2.7% | 7,678,893 | $725.8M |
| Truist Financial Corp. | 0.63% | Reduce -4.1% | 5,541,462 | $523.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Reduce -0.5% | 4,278,858 | $404.4M |
| Stifel Financial Corp. | 0.29% | Add +0.9% | 3,741,705 | $353.7M |
| PNC Financial Services Group, Inc. | 0.15% | Add +5.6% | 3,279,174 | $309.9M |
| Allworth Financial LP | 1.22% | Reduce -8.9% | 3,034,893 | $286.9M |
| Wells Fargo & Company | 0.05% | Add +7.4% | 2,912,422 | $275.3M |
| Bank of Montreal | 0.10% | Reduce -18.1% | 2,803,720 | $265.0M |
| State of Tennessee, Department of Treasury | 0.75% | Add +7.1% | 2,654,254 | $250.9M |
| Midland Wealth Advisors, LLC | 11.19% | Add +1.8% | 2,518,894 | $238.1M |
| Bank of New York Mellon Corp | 0.04% | Add +4.6% | 2,420,276 | $228.8M |
| Sei Investments Co. | 0.20% | Add +8.5% | 2,380,025 | $225.0M |
| Composition Wealth, LLC | 2.61% | Add +16.2% | 2,352,562 | $222.4M |
| BlackRock, Inc. | 0.00% | Add +4.0% | 2,311,312 | $218.5M |
| Cetera Investment Advisers | 0.18% | Add +5.9% | 2,146,275 | $202.9M |
| Envestnet Portfolio Solutions, Inc. | 0.96% | Add +9.8% | 2,119,612 | $200.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.43% | Add +2.4% | 1,957,539 | $185.0M |
| OneDigital Investment Advisors LLC | 1.51% | Add +6.4% | 1,892,523 | $178.9M |
| Dynasty Wealth Management, LLC | 1.29% | Add +4.2% | 1,833,567 | $173.3M |
| MML Investors Services, LLC | 0.34% | Add +25.3% | 1,769,513 | $167.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +467.9% | 1,716,390 | $162.2M |
| Quotient Wealth Partners, LLC | 3.76% | Add +3.5% | 1,685,608 | $159.3M |
| Bessemer Group Inc. | 0.21% | Add +0.7% | 1,607,411 | $151.9M |
| Janney Montgomery Scott LLC | 0.29% | Add +9.6% | 1,599,915 | $151.2M |
| Raymond James Financial Inc. | 0.04% | Add +3.5% | 1,592,160 | $150.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.28% | Add +65.9% | 1,549,507 | $146.5M |
| Ferguson Wellman Capital Management, Inc. | 1.78% | Add +5.6% | 1,544,469 | $146.0M |
| United Capital Financial Advisors, LLC | 0.79% | Add +6.1% | 1,509,344 | $142.8M |
| Royal Bank of Canada | 0.02% | Add +5.6% | 1,487,140 | $140.6M |
| Park Avenue Securities LLC | 0.87% | Add +10.2% | 1,466,815 | $138.6M |
| Merit Financial Group, LLC | 0.84% | Add +5.2% | 1,433,945 | $135.5M |
| Bridgewater Associates | 0.54% | Add +2.0% | 1,386,800 | $131.1M |
| Asset Management One Co., Ltd. | 0.30% | Add +6.2% | 1,225,691 | $115.9M |
| Clarity Financial LLC | 9.48% | Add +109.1% | 1,172,019 | $110.8M |
| Hancock Whitney Corp. | 1.78% | Reduce -1.0% | 1,131,436 | $106.9M |
| MAI Capital Management | 0.36% | Add +394.0% | 1,006,787 | $95.2M |
| NewEdge Advisors, LLC | 0.28% | Add +20.4% | 984,369 | $93.0M |
| Blue Trust, Inc. | 0.96% | Reduce -4.3% | 966,223 | $91.3M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +3.1% | 904,453 | $85.5M |
| Exchange Traded Concepts, LLC | 0.41% | Add +18.4% | 870,621 | $82.3M |
| Alliancebernstein L.P. | 0.03% | Add +4.7% | 864,704 | $82.1M |
| Fisher Asset Management | 0.02% | Reduce -5.8% | 831,866 | $78.6M |
| Pathstone Holdings, LLC | 0.22% | Add +4240.6% | 812,942 | $76.8M |
| Nottingham Advisors, Inc. | 9.14% | Add +2.6% | 816,347 | $76.6M |
| Jupiter Topco LLC | 0.03% | — | 801,475 | $75.8M |
| Corient Private Wealth LP | 0.10% | Add +28.3% | 786,118 | $74.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +8.4% | 745,517 | $70.5M |
| Klaas Financial Asset Advisors, LLC | 8.63% | Add +8.7% | 733,132 | $69.3M |
| Dakota Wealth Management | 1.30% | Add +19.4% | 720,721 | $68.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +4.1% | 713,705 | $67.5M |
| NorthCoast Asset Management LLC | 1.47% | Reduce -1.3% | 700,621 | $66.2M |
| State of New Jersey Common Pension Fund D | 0.23% | Add +55.6% | 700,000 | $66.2M |
| Capital International Investors | 0.01% | Add +131.8% | 695,093 | $65.7M |
| Osaic Holdings, Inc. | 0.08% | Add +31.9% | 675,822 | $63.9M |
| Lutz Financial Services LLC | 3.79% | Add +4.1% | 658,034 | $62.2M |
| Allianz Asset Management GmbH | 0.06% | Reduce -3.8% | 643,669 | $60.8M |
| Rockland Trust Co. | 2.38% | Add +6.0% | 640,701 | $60.6M |
| Willis Johnson & Associates, Inc. | 3.28% | Add +1.5% | 622,437 | $58.8M |
| AE Wealth Management LLC | 0.27% | Add +3.0% | 608,645 | $57.5M |
| State of Michigan Retirement System | 0.25% | No change | 600,000 | $56.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +5.8% | 594,470 | $55.7M |
| Foundations Investment Advisors, LLC | 0.54% | Add +11.7% | 559,163 | $52.9M |
| Strategic Wealth Partners, Ltd. | 3.03% | Add +6.5% | 517,750 | $48.9M |
| Korea Investment CORP | 0.09% | No change | 500,000 | $47.3M |
| Constellation Investments, Inc. | 1.47% | No change | 495,924 | $46.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +5.5% | 482,476 | $45.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +9.7% | 477,900 | $45.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | No change | 477,622 | $45.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.85% | Reduce -0.2% | 470,874 | $44.5M |
| Principal Securities, Inc. | 0.51% | Add +21.2% | 449,653 | $42.5M |
| Avidian Wealth Enterprises, LLC | 1.18% | Reduce -44.2% | 448,842 | $42.4M |
| NorthRock Partners, LLC | 0.61% | Reduce -4.6% | 444,758 | $42.0M |
| St Germain D J Co. Inc. | 1.50% | Add +5.5% | 441,162 | $41.7M |
| Baird Financial Group, Inc. | 0.06% | Add +12.6% | 440,730 | $41.7M |
| Vise Technologies, Inc. | 0.46% | Add +107.0% | 429,639 | $40.6M |
| Bangor Savings Bank | 2.93% | Add +7.3% | 422,012 | $39.9M |
| Kingsview Wealth Management, LLC | 0.47% | Add +7.2% | 411,950 | $38.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +34.9% | 399,026 | $37.7M |
| Kestra Investment Management, LLC | 0.72% | Reduce -27.4% | 395,483 | $37.4M |
| Northside Capital Management, LLC | 3.05% | Add +6.1% | 394,193 | $37.3M |
| Conning Inc. | 1.14% | No change | 387,672 | $36.6M |
| Stockman Wealth Management, Inc. | 3.75% | Reduce -3.5% | 383,765 | $36.3M |
| JB Capital LLC | 1.20% | Add +10.1% | 366,798 | $34.7M |
| Sanctuary Advisors, LLC | 0.16% | Add +11.8% | 365,786 | $34.6M |
| FMR LLC | 0.00% | Add +2.6% | 365,720 | $34.6M |
| Franklin Resources Inc. | 0.01% | Add +0.6% | 363,202 | $34.3M |
| Prestige Wealth Management Group LLC | 6.21% | Add +14.5% | 361,979 | $34.2M |
| Ocean Park Asset Management, LLC | 1.65% | Reduce -18.2% | 361,587 | $34.2M |
| Nan Fung Trinity (hk) Ltd. | 3.26% | No change | 349,200 | $33.0M |
| Clearwater Capital Advisors, LLC | 2.41% | Add +7.1% | 348,023 | $32.9M |
| Parkside Investments, LLC | 3.62% | Reduce -1.5% | 345,053 | $32.6M |
| Zurich Insurance Group Ltd | 0.22% | No change | 338,060 | $31.9M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.