iShares MBS ETFMBBETF
13F holders, Q1 2025 (March 31)937holders +10
96new positions
74sold out
6famous investors
$93.76avg. 13F price*
At the end of Q1 2025, 937 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 10 from Q4 2024. 96 opened new positions and 74 sold out. The largest holders were Bank of America Corp. ($5.9B), JPMorgan Chase & Co. ($4.8B) and Envestnet Asset Management Inc. ($2.5B). 6 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Ray Dalio (0.6% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $577.1M |
| Exits | 74 | $151.9M |
All 13F filers, Q4 2024 → Q1 2025: 18,890,496 shares bought and 32,744,539 shares sold, net −13,854,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 937 holders
| Bank of America Corp. | 0.52% | Reduce -17.7% | 62,533,177 | $5.9B |
| JPMorgan Chase & Co. | 0.36% | Reduce -1.9% | 50,754,674 | $4.8B |
| Envestnet Asset Management Inc. | 0.80% | Reduce -7.5% | 26,613,643 | $2.5B |
| LPL Financial LLC | 0.89% | Add +11.0% | 24,262,602 | $2.3B |
| Fisher Asset Management | 0.85% | Add +6.8% | 21,042,969 | $2.0B |
| Ameriprise Financial Inc. | 0.36% | Reduce -1.8% | 14,262,855 | $1.3B |
| Morgan Stanley | 0.06% | Reduce -1.6% | 8,400,529 | $787.8M |
| Tiaa Trust, National Association | 1.56% | Reduce -1.1% | 5,333,373 | $500.2M |
| State of Tennessee, Department of Treasury | 1.72% | Reduce -1.1% | 4,780,464 | $448.3M |
| Stifel Financial Corp. | 0.37% | Reduce -4.8% | 3,716,571 | $348.5M |
| Truist Financial Corp. | 0.55% | Reduce -1.3% | 3,651,852 | $342.5M |
| Bank of New York Mellon Corp | 0.06% | Reduce -10.1% | 3,175,740 | $297.8M |
| Allworth Financial LP | 1.60% | Reduce -11.3% | 3,051,257 | $283.5M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.3% | 2,939,526 | $275.7M |
| Renaissancere Holdings Ltd. | 42.79% | New | 2,855,431 | $267.8M |
| Wells Fargo & Company | 0.06% | Reduce -0.9% | 2,545,914 | $238.8M |
| UBS Group AG | 0.05% | Add +37.9% | 2,426,914 | $227.6M |
| BlackRock, Inc. | 0.00% | Reduce -5.1% | 2,319,215 | $217.5M |
| Envestnet Portfolio Solutions, Inc. | 0.75% | Reduce -36.7% | 2,081,712 | $195.2M |
| Sei Investments Co. | 0.25% | Reduce -0.5% | 2,047,512 | $192.0M |
| Cwm, LLC | 0.76% | Reduce -15.1% | 2,019,792 | $189.4M |
| Cetera Investment Advisers | 0.34% | Add +17.5% | 1,863,533 | $174.8M |
| Midland Wealth Advisors, LLC | 10.08% | Add +36.7% | 1,825,317 | $171.2M |
| MML Investors Services, LLC | 0.57% | Reduce -7.2% | 1,813,739 | $170.1M |
| Royal Bank of Canada | 0.04% | Reduce -1.5% | 1,732,721 | $162.5M |
| Composition Wealth, LLC | 3.15% | Add +6.8% | 1,676,916 | $157.3M |
| OneDigital Investment Advisors LLC | 1.72% | Reduce -8.2% | 1,546,538 | $145.0M |
| Dynasty Wealth Management, LLC | 2.37% | Reduce -22.9% | 1,519,643 | $142.5M |
| Quotient Wealth Partners, LLC | 4.37% | Reduce -24.2% | 1,458,356 | $136.8M |
| Bridgewater Associates | 0.63% | Add +0.9% | 1,447,600 | $135.8M |
| Raymond James Financial Inc. | 0.05% | Add +13.0% | 1,421,953 | $133.4M |
| Rwa Wealth Partners, LLC | 1.67% | Reduce -41.1% | 1,415,635 | $132.8M |
| Bessemer Group Inc. | 0.24% | Add +68.0% | 1,400,953 | $131.4M |
| Park Avenue Securities LLC | 1.54% | Reduce -17.8% | 1,331,733 | $124.9M |
| Money Design Co.,Ltd. | 6.21% | Add +0.3% | 1,328,870 | $124.6M |
| United Capital Financial Advisors, LLC | 1.06% | Reduce -11.4% | 1,318,942 | $123.7M |
| Blue Trust, Inc. | 1.52% | Add +0.9% | 1,263,320 | $118.5M |
| Hancock Whitney Corp. | 3.86% | Reduce -6.2% | 1,262,709 | $118.4M |
| Janney Montgomery Scott LLC | 0.33% | Reduce -16.2% | 1,249,427 | $117.2M |
| Bank of Montreal | 0.06% | Add +4.9% | 1,176,005 | $110.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +0.7% | 1,145,987 | $107.5M |
| Merit Financial Group, LLC | 1.51% | Add +17.9% | 1,074,026 | $100.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,052,598 | $98.7M |
| Asset Management One Co., Ltd. | 0.32% | Add +4.3% | 998,373 | $93.6M |
| Jane Street Group, LLC | 0.16% | Add +2142.6% | 949,675 | $89.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.65% | Add +2003.0% | 941,711 | $88.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.23% | Add +87.0% | 975,687 | $87.5M |
| Hilton Capital Management, LLC | 6.63% | Add +137.4% | 832,228 | $78.0M |
| Assetmark, Inc. | 0.21% | Reduce -6.7% | 825,070 | $77.4M |
| NorthCoast Asset Management LLC | 0.36% | Reduce -4.1% | 766,393 | $71.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | Add +50.7% | 754,690 | $70.7M |
| Sensible Financial Planning & Management, LLC. | 12.91% | Add +2.9% | 689,633 | $64.7M |
| Evoke Wealth, LLC | 1.65% | Add +2.1% | 676,187 | $63.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.6% | 664,846 | $62.3M |
| Avidian Wealth Enterprises, LLC | 2.75% | Reduce -1.7% | 658,546 | $61.8M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -8.4% | 636,884 | $59.4M |
| NewEdge Advisors, LLC | 0.33% | Reduce -12.6% | 600,135 | $56.3M |
| State of Michigan Retirement System | 0.32% | No change | 600,000 | $56.3M |
| Rockland Trust Co. | 2.82% | Add +6.4% | 598,446 | $56.1M |
| CIBC Asset Management Inc | 0.18% | Add +1.8% | 576,291 | $54.0M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -4.9% | 573,369 | $53.8M |
| Allianz Asset Management GmbH | 0.08% | Add +23.4% | 572,009 | $53.6M |
| Willis Johnson & Associates, Inc. | 4.03% | Add +6.8% | 567,327 | $53.2M |
| State of New Jersey Common Pension Fund D | 0.23% | No change | 550,000 | $51.6M |
| Constellation Investments, Inc. | 2.44% | No change | 548,000 | $51.4M |
| Nottingham Advisors, Inc. | 7.48% | Reduce -16.8% | 521,915 | $48.9M |
| Mill Creek Capital Advisors, LLC | 1.17% | Add +2.0% | 516,949 | $48.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.13% | Add +23.0% | 516,276 | $48.4M |
| Korea Investment CORP | 0.11% | No change | 500,000 | $46.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.73% | New | 489,000 | $45.9M |
| SkyView Investment Advisors, LLC | 6.85% | Add +3.5% | 485,650 | $45.5M |
| Lutz Financial Services LLC | 3.70% | Add +5.8% | 481,599 | $45.2M |
| US Bancorp \de | 0.06% | Reduce -10.3% | 475,849 | $44.6M |
| Kestra Investment Management, LLC | 0.80% | Add +64.1% | 444,211 | $41.7M |
| AE Wealth Management LLC | 0.34% | Add +2.7% | 436,979 | $41.0M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +220.0% | 432,688 | $40.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.73% | Add +3.3% | 424,188 | $39.8M |
| Corient Private Wealth LP | 0.06% | Add +2.1% | 414,458 | $38.9M |
| FMR LLC | 0.00% | Reduce -5.5% | 398,320 | $37.4M |
| Northern Trust Corp. | 0.01% | Reduce -7.5% | 395,198 | $37.1M |
| Foundations Investment Advisors, LLC | 0.68% | Add +5.5% | 390,333 | $36.6M |
| Conning Inc. | 1.34% | No change | 387,672 | $36.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +13.0% | 378,767 | $35.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +17.4% | 373,502 | $35.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -22.9% | 362,092 | $34.0M |
| Manning & Napier Advisors LLC | 0.41% | Add +2.4% | 355,677 | $33.4M |
| Checchi Capital Advisers, LLC | 2.33% | Add +218.6% | 350,649 | $32.9M |
| Talon Private Wealth, LLC | 4.28% | Reduce -5.9% | 341,297 | $31.9M |
| Zurich Insurance Group Ltd | 0.26% | No change | 338,060 | $31.7M |
| West Coast Financial LLC | 3.54% | Add +6.6% | 330,498 | $31.0M |
| St Germain D J Co. Inc. | 1.46% | Add +7.6% | 330,205 | $31.0M |
| Bangor Savings Bank | 2.90% | Add +3.5% | 327,152 | $30.7M |
| Cerity Partners OCIO LLC | 1.71% | New | 321,567 | $30.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -19.9% | 318,434 | $29.9M |
| Integrity Alliance, Llc. | 1.16% | Add +19.2% | 313,107 | $29.4M |
| Cabot Wealth Management Inc. | 3.72% | Add +11.1% | 311,328 | $29.2M |
| Atria Wealth Solutions, Inc. | 0.35% | Reduce -9.7% | 311,325 | $29.2M |
| Franklin Resources Inc. | 0.01% | Add +2.9% | 311,050 | $29.2M |
| Sanctuary Advisors, LLC | 0.20% | Reduce -12.1% | 304,493 | $28.6M |
| Stockman Wealth Management, Inc. | 4.14% | New | 298,073 | $28.0M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.