iShares MBS ETFMBBETF
13F holders, Q1 2024 (March 31)840holders
2famous investors
$92.39avg. 13F price*
At the end of Q1 2024, 840 institutions reported holding iShares MBS ETF (MBB) in their 13F filings. The largest holders were Bank of America Corp. ($6.6B), JPMorgan Chase & Co. ($2.3B) and Envestnet Asset Management Inc. ($2.1B). 2 famous investors held it, including Ray Dalio (0.7% of Bridgewater Associates's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $239.4M |
| Exits | 89 | $199.9M |
Ownership 840 holders
| Bank of America Corp. | 0.65% | Reduce -5.0% | 71,545,155 | $6.6B |
| JPMorgan Chase & Co. | 0.21% | Reduce -16.5% | 25,243,920 | $2.3B |
| Envestnet Asset Management Inc. | 0.77% | Add +4.0% | 22,207,494 | $2.1B |
| LPL Financial LLC | 0.84% | Reduce -1.8% | 16,893,562 | $1.6B |
| Ameriprise Financial Inc. | 0.35% | Reduce -0.3% | 13,614,889 | $1.3B |
| Jane Street Group, LLC | 1.01% | Add +542.0% | 8,429,084 | $779.0M |
| Morgan Stanley | 0.06% | Add +8.4% | 7,657,956 | $707.7M |
| Charles Schwab Investment Advisory, Inc. | 0.68% | Reduce -1.7% | 5,368,826 | $496.2M |
| Tiaa Trust, National Association | 1.32% | Add +11.8% | 4,661,182 | $431.3M |
| Stifel Financial Corp. | 0.37% | Add +17.4% | 3,552,022 | $328.3M |
| Truist Financial Corp. | 0.49% | Add +9.4% | 3,502,304 | $323.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -2.8% | 3,437,850 | $317.7M |
| Wells Fargo & Company | 0.08% | Add +7.7% | 3,252,902 | $300.6M |
| State of Tennessee, Department of Treasury | 1.04% | Add +3.1% | 3,036,443 | $280.6M |
| Envestnet Portfolio Solutions, Inc. | 0.97% | Add +6.3% | 2,792,215 | $258.1M |
| Allworth Financial LP | 1.81% | Add +5.8% | 2,777,089 | $256.7M |
| Bank of Montreal | 0.07% | Add +157.8% | 2,494,119 | $230.7M |
| BlackRock Inc. | 0.01% | Reduce -7.1% | 2,415,680 | $223.3M |
| Cwm, LLC | 1.04% | Reduce -0.3% | 2,321,736 | $214.6M |
| Rwa Wealth Partners, LLC | 2.83% | Add +1.9% | 2,278,662 | $210.6M |
| Royal Bank of Canada | 0.05% | Reduce -7.4% | 2,012,251 | $186.0M |
| Sei Investments Co. | 0.27% | Add +5.3% | 1,976,660 | $182.7M |
| UBS Group AG | 0.06% | Add +8.8% | 1,898,736 | $175.5M |
| FMR LLC | 0.01% | Reduce -5.0% | 1,801,249 | $166.5M |
| Midland Wealth Advisors, LLC | 9.83% | Add +7.3% | 1,727,134 | $159.6M |
| Dynasty Wealth Management, LLC | 5.04% | — | 1,710,087 | $158.0M |
| Quotient Wealth Partners, LLC | 5.49% | Add +12.9% | 1,662,621 | $153.7M |
| State of Michigan Retirement System | 0.78% | Add +189.5% | 1,565,800 | $144.7M |
| United Capital Financial Advisors, LLC | 1.17% | Reduce -1.1% | 1,529,518 | $141.4M |
| Cetera Investment Advisers | 0.33% | Add +103.0% | 1,495,419 | $138.2M |
| Blue Trust, Inc. | 1.93% | Add +2.6% | 1,480,433 | $136.8M |
| Bridgewater Associates | 0.69% | Add +1.8% | 1,478,500 | $136.6M |
| Park Avenue Securities LLC | 1.64% | Add +4.2% | 1,376,978 | $127.3M |
| Janney Montgomery Scott LLC | 0.37% | Add +1.1% | 1,334,126 | $123.3M |
| Hancock Whitney Corp. | 4.25% | Add +5.7% | 1,330,431 | $123.0M |
| OneDigital Investment Advisors LLC | 1.92% | Add +8.8% | 1,318,925 | $121.9M |
| MML Investors Services, LLC | 0.48% | Add +2.3% | 1,262,697 | $116.7M |
| State Street Corp. | 0.00% | New | 1,184,000 | $109.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -0.3% | 1,073,501 | $99.2M |
| Municipal Employees' Retirement System of Michigan | 1.27% | Reduce -1.5% | 1,066,311 | $98.5M |
| Money Design Co.,Ltd. | 5.31% | Add +16.8% | 1,055,097 | $97.5M |
| Asset Management One Co., Ltd. | 0.36% | Reduce -0.8% | 1,009,546 | $93.3M |
| Bessemer Group Inc. | 0.17% | Add +2198.6% | 994,220 | $91.9M |
| Composition Wealth, LLC | 2.06% | Add +31.6% | 884,349 | $81.7M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -6.6% | 675,712 | $62.4M |
| Evoke Wealth, LLC | 1.77% | Add +15398.7% | 643,196 | $59.4M |
| Sensible Financial Planning & Management, LLC. | 12.99% | Add +4.6% | 635,717 | $58.8M |
| Avidian Wealth Enterprises, LLC | 3.02% | Add +8.4% | 610,959 | $56.5M |
| Alliancebernstein L.P. | 0.02% | Add +0.4% | 605,018 | $55.9M |
| US Bancorp \de | 0.08% | Reduce -70.7% | 604,430 | $55.9M |
| Haverford Trust Co | 0.52% | Add +0.4% | 540,307 | $49.9M |
| Fisher Asset Management | 0.02% | Add +21.3% | 538,725 | $49.8M |
| Johnson Financial Group, Inc. | 2.66% | Reduce -5.6% | 534,780 | $49.4M |
| Rockland Trust Co. | 2.53% | Add +5.8% | 519,594 | $48.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -72.4% | 518,402 | $47.9M |
| Raymond James & Associates | 0.03% | Add +21.4% | 513,448 | $47.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -6.5% | 504,771 | $46.7M |
| Korea Investment CORP | 0.12% | No change | 500,000 | $46.2M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -2.3% | 497,232 | $46.0M |
| Mill Creek Capital Advisors, LLC | 1.22% | Add +35.3% | 487,978 | $45.1M |
| CIBC Asset Management Inc | 0.15% | Add +15.7% | 480,213 | $44.4M |
| Willis Johnson & Associates, Inc. | 3.73% | Add +5.6% | 464,178 | $42.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Reduce -6.8% | 443,400 | $41.0M |
| SkyView Investment Advisors, LLC | 7.44% | Add +3.2% | 434,131 | $40.1M |
| Capital Investment Advisors, LLC | 0.89% | Reduce -2.7% | 413,916 | $38.3M |
| Allianz Asset Management GmbH | 0.06% | Reduce -2.5% | 399,109 | $36.9M |
| CreativeOne Wealth, LLC | 1.43% | Add +68.2% | 388,434 | $35.9M |
| Conning Inc. | 1.22% | No change | 387,672 | $35.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | New | 383,780 | $35.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.4% | 373,231 | $34.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +16.8% | 372,329 | $34.4M |
| Assetmark, Inc. | 0.11% | Reduce -4.3% | 366,593 | $33.9M |
| Rockefeller Capital Management L.P. | 0.10% | Add +49.8% | 360,013 | $33.3M |
| Sumitomo Mitsui Financial Group, Inc. | 1.02% | Add +2.1% | 354,716 | $32.8M |
| Capital Advisors Inc. | 0.69% | Reduce -2.3% | 349,208 | $32.3M |
| Strategic Wealth Partners, Ltd. | 3.45% | Add +11.0% | 339,990 | $31.4M |
| Zurich Insurance Group Ltd | 0.29% | No change | 338,060 | $31.2M |
| JB Capital LLC | 2.08% | Add +6.5% | 337,296 | $31.2M |
| Nottingham Advisors, Inc. | 3.78% | Add +122.5% | 334,479 | $30.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -84.0% | 318,571 | $29.5M |
| Atria Wealth Solutions, Inc. | 0.33% | Add +0.7% | 314,778 | $29.1M |
| Franklin Resources Inc. | 0.01% | Reduce -39.7% | 303,638 | $28.1M |
| Lutz Financial Services LLC | 2.45% | Add +134.5% | 303,450 | $28.0M |
| NewEdge Advisors, LLC | 0.24% | Add +34.2% | 301,535 | $27.9M |
| Resona Asset Management Co.,Ltd. | 0.16% | — | 299,892 | $27.7M |
| Sage Advisory Services, Ltd.Co. | 7.39% | Add +30.1% | 293,029 | $27.1M |
| Corient Private Wealth LP | 0.05% | Reduce -31.5% | 291,454 | $26.9M |
| St Germain D J Co. Inc. | 1.31% | Add +4.2% | 289,551 | $26.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +3.7% | 288,623 | $26.7M |
| Foundations Investment Advisors, LLC | 0.66% | Add +7.5% | 274,490 | $25.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +9.5% | 270,137 | $25.0M |
| Creative Planning | 0.03% | Reduce -22.0% | 259,974 | $24.0M |
| Acorns Advisers, LLC | 0.25% | Add +8.2% | 246,645 | $22.8M |
| Clearwater Capital Advisors, LLC | 2.42% | Add +10.3% | 245,571 | $22.7M |
| Galvin, Gaustad & Stein, LLC | 2.05% | Reduce -2.1% | 237,949 | $22.0M |
| Concourse Financial Group Securities, Inc. | 1.42% | Add +3.0% | 237,239 | $21.9M |
| Keybank National Association | 0.09% | Add +15.0% | 236,405 | $21.8M |
| Arvest Investments, Inc. | 3.46% | Add +2.6% | 236,152 | $21.8M |
| West Coast Financial LLC | 2.64% | Add +18.7% | 235,767 | $21.8M |
| Bangor Savings Bank | 2.20% | Add +25.5% | 233,120 | $21.5M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.