iShares MBS ETFMBBETF
13F holders, Q4 2024 (December 31)927holders +51
78new positions
93sold out
6famous investors
$91.70avg. 13F price*
At the end of Q4 2024, 927 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 51 from Q3 2024. 78 opened new positions and 93 sold out. The largest holders were Bank of America Corp. ($7.0B), JPMorgan Chase & Co. ($4.7B) and Envestnet Asset Management Inc. ($2.6B). 6 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Ray Dalio (0.6% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $288.9M |
| Exits | 93 | $275.8M |
All 13F filers, Q3 2024 → Q4 2024: 41,601,530 shares bought and 10,602,120 shares sold, net +30,999,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 927 holders
| Bank of America Corp. | 0.65% | Add +2.5% | 75,986,265 | $7.0B |
| JPMorgan Chase & Co. | 0.38% | Add +49.2% | 51,720,881 | $4.7B |
| Envestnet Asset Management Inc. | 0.85% | Add +4.9% | 28,770,337 | $2.6B |
| LPL Financial LLC | 0.82% | Add +13.9% | 21,858,016 | $2.0B |
| Fisher Asset Management | 0.72% | Add +7.9% | 19,701,940 | $1.8B |
| Ameriprise Financial Inc. | 0.34% | Add +3.8% | 14,523,151 | $1.3B |
| Morgan Stanley | 0.05% | Add +7.4% | 8,535,034 | $782.5M |
| Tiaa Trust, National Association | 1.50% | Add +10.8% | 5,392,178 | $494.4M |
| State of Tennessee, Department of Treasury | 1.61% | Add +45.5% | 4,833,636 | $443.1M |
| Stifel Financial Corp. | 0.37% | Add +10.0% | 3,906,155 | $358.1M |
| Truist Financial Corp. | 0.53% | Reduce -4.6% | 3,701,493 | $339.4M |
| Bank of New York Mellon Corp | 0.06% | Add +7.9% | 3,533,548 | $324.0M |
| Allworth Financial LP | 1.74% | Add +12.0% | 3,439,456 | $315.6M |
| Essential Planning, LLC. | 2.01% | Add +6413.4% | 3,311,529 | $308.5M |
| Envestnet Portfolio Solutions, Inc. | 0.99% | Add +8.7% | 3,286,521 | $301.3M |
| PNC Financial Services Group, Inc. | 0.18% | Add +4.3% | 2,931,127 | $268.7M |
| Wells Fargo & Company | 0.06% | Reduce -1.1% | 2,568,385 | $235.5M |
| BlackRock, Inc. | 0.00% | Add +10.2% | 2,443,568 | $224.0M |
| Rwa Wealth Partners, LLC | 2.71% | Add +2.4% | 2,403,354 | $220.3M |
| Cwm, LLC | 0.90% | Reduce -0.5% | 2,377,610 | $218.0M |
| Sei Investments Co. | 0.24% | Add +7.8% | 2,057,175 | $188.6M |
| Dynasty Wealth Management, LLC | 3.12% | Reduce -17.9% | 1,970,053 | $180.6M |
| MML Investors Services, LLC | 0.62% | Add +18.0% | 1,953,940 | $179.1M |
| Quotient Wealth Partners, LLC | 5.77% | Add +3.5% | 1,923,148 | $176.3M |
| Royal Bank of Canada | 0.03% | Reduce -3.3% | 1,759,512 | $161.3M |
| UBS Group AG | 0.04% | Add +2.6% | 1,759,343 | $161.3M |
| OneDigital Investment Advisors LLC | 1.79% | Add +2.5% | 1,684,673 | $154.5M |
| Park Avenue Securities LLC | 1.53% | Add +9.9% | 1,619,778 | $148.5M |
| Cetera Investment Advisers | 0.30% | Add +4.8% | 1,585,607 | $145.4M |
| Composition Wealth, LLC | 2.92% | Add +6.2% | 1,570,328 | $144.0M |
| Janney Montgomery Scott LLC | 0.38% | Add +0.4% | 1,490,429 | $136.6M |
| United Capital Financial Advisors, LLC | 1.15% | Reduce -0.5% | 1,488,518 | $136.5M |
| Bridgewater Associates | 0.60% | Add +1.3% | 1,434,700 | $131.5M |
| Hancock Whitney Corp. | 3.91% | Reduce -1.1% | 1,346,244 | $123.4M |
| Midland Wealth Advisors, LLC | 7.37% | Reduce -0.3% | 1,334,924 | $122.4M |
| Money Design Co.,Ltd. | 6.24% | Add +4.9% | 1,325,199 | $121.6M |
| Raymond James Financial Inc. | 0.04% | — | 1,258,410 | $115.4M |
| Blue Trust, Inc. | 1.47% | Reduce -4.5% | 1,251,908 | $114.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +4.0% | 1,138,013 | $104.3M |
| Bank of Montreal | 0.05% | Add +7.6% | 1,121,359 | $102.8M |
| Asset Management One Co., Ltd. | 0.30% | Reduce -2.5% | 957,684 | $87.6M |
| Merit Financial Group, LLC | 1.50% | Add +10.7% | 910,780 | $83.5M |
| Assetmark, Inc. | 0.22% | Reduce -0.4% | 883,971 | $81.0M |
| Bessemer Group Inc. | 0.12% | Reduce -16.1% | 833,945 | $76.5M |
| NorthCoast Asset Management LLC | 0.36% | Reduce -2.2% | 798,933 | $73.3M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -6.5% | 695,650 | $64.4M |
| NewEdge Advisors, LLC | 0.38% | Add +25.3% | 686,274 | $62.9M |
| Alliancebernstein L.P. | 0.02% | Add +15.5% | 675,816 | $62.0M |
| Avidian Wealth Enterprises, LLC | 2.76% | Add +3.7% | 670,014 | $61.4M |
| Sensible Financial Planning & Management, LLC. | 12.73% | Add +0.2% | 669,913 | $61.4M |
| Evoke Wealth, LLC | 1.69% | Add +2.9% | 661,944 | $60.7M |
| Nottingham Advisors, Inc. | 7.30% | Reduce -2.9% | 627,634 | $57.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +2.8% | 603,040 | $55.3M |
| State of Michigan Retirement System | 0.29% | No change | 600,000 | $55.0M |
| CIBC Asset Management Inc | 0.17% | Reduce -1.6% | 566,286 | $51.9M |
| Rockland Trust Co. | 2.62% | Add +0.1% | 562,493 | $51.6M |
| CW Advisors, LLC | 0.70% | Add +838.6% | 558,802 | $51.2M |
| State of New Jersey Common Pension Fund D | 0.20% | New | 550,000 | $50.4M |
| Constellation Investments, Inc. | 2.29% | — | 548,000 | $50.2M |
| Willis Johnson & Associates, Inc. | 3.74% | Add +4.5% | 531,254 | $48.7M |
| US Bancorp \de | 0.06% | Reduce -2.2% | 530,243 | $48.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Add +3.7% | 521,606 | $47.8M |
| Mill Creek Capital Advisors, LLC | 1.12% | Add +0.6% | 506,988 | $46.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Reduce -4.6% | 500,782 | $46.0M |
| Korea Investment CORP | 0.11% | No change | 500,000 | $45.8M |
| SkyView Investment Advisors, LLC | 7.00% | Add +4.5% | 469,280 | $43.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -24.6% | 469,832 | $43.1M |
| Johns Hopkins University | 1.61% | New | 466,020 | $42.7M |
| Allianz Asset Management GmbH | 0.06% | Reduce -23.6% | 463,700 | $42.5M |
| Lutz Financial Services LLC | 3.37% | Add +10.3% | 455,033 | $41.7M |
| Northern Trust Corp. | 0.01% | New | 427,214 | $39.2M |
| AE Wealth Management LLC | 0.33% | Add +28.5% | 425,425 | $39.0M |
| FMR LLC | 0.00% | Reduce -56.4% | 421,699 | $38.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Add +122.5% | 419,846 | $38.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.50% | Add +6.5% | 410,733 | $37.7M |
| Corient Private Wealth LP | 0.06% | Add +25.1% | 405,903 | $37.2M |
| Brookstone Capital Management | 0.54% | Reduce -24.0% | 401,514 | $36.8M |
| Capital Investment Advisors, LLC | 0.74% | Reduce -4.6% | 397,945 | $36.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -2.4% | 397,496 | $36.4M |
| Strategic Wealth Partners, Ltd. | 3.00% | Add +0.2% | 393,696 | $36.2M |
| Conning Inc. | 1.31% | No change | 387,672 | $35.5M |
| JB Capital LLC | 1.91% | Add +10.8% | 371,962 | $34.1M |
| Foundations Investment Advisors, LLC | 0.66% | Add +16.2% | 370,039 | $33.9M |
| Talon Private Wealth, LLC | 6.95% | Reduce -25.2% | 362,695 | $33.3M |
| Hilton Capital Management, LLC | 2.78% | Reduce -62.1% | 350,597 | $32.1M |
| Sanctuary Advisors, LLC | 0.20% | Add +4.3% | 346,492 | $32.0M |
| Manning & Napier Advisors LLC | 0.36% | Reduce -8.7% | 347,204 | $31.8M |
| Atria Wealth Solutions, Inc. | 0.35% | Add +10.6% | 344,878 | $31.6M |
| Zurich Insurance Group Ltd | 0.25% | No change | 338,060 | $31.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -74.2% | 335,240 | $30.7M |
| CreativeOne Wealth, LLC | 0.93% | Add +6.4% | 332,288 | $30.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +114.9% | 318,157 | $29.2M |
| Bangor Savings Bank | 2.72% | Add +9.5% | 316,189 | $29.0M |
| West Coast Financial LLC | 3.13% | Add +8.3% | 309,975 | $28.4M |
| St Germain D J Co. Inc. | 1.28% | Add +2.0% | 307,008 | $28.1M |
| Concourse Financial Group Securities, Inc. | 1.58% | Add +14.6% | 303,740 | $27.9M |
| Franklin Resources Inc. | 0.01% | Add +1.9% | 302,201 | $27.7M |
| Confluence Investment Management LLC | 0.37% | Add +54.7% | 293,979 | $27.0M |
| Insight Wealth Strategies, LLC | 3.60% | Add +8.7% | 293,125 | $26.9M |
| Clearwater Capital Advisors, LLC | 2.59% | Add +9.6% | 288,541 | $26.5M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.