iShares MBS ETFMBBETF
13F holders, Q2 2025 (June 30)942holders +5
82new positions
83sold out
4famous investors
$93.86avg. 13F price*
At the end of Q2 2025, 942 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 5 from Q1 2025. 82 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($6.0B), JPMorgan Chase & Co. ($4.7B) and Envestnet Asset Management Inc. ($2.5B). 4 famous investors held it, including Ken Fisher (0.8% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $540.0M |
| Exits | 83 | $169.9M |
All 13F filers, Q1 2025 → Q2 2025: 37,009,642 shares bought and 11,447,457 shares sold, net +25,562,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 942 holders
| Bank of America Corp. | 0.49% | Add +2.9% | 64,329,626 | $6.0B |
| JPMorgan Chase & Co. | 0.33% | Reduce -0.5% | 50,495,054 | $4.7B |
| Envestnet Asset Management Inc. | 0.73% | Add +0.6% | 26,767,449 | $2.5B |
| LPL Financial LLC | 0.79% | Add +4.5% | 25,351,019 | $2.4B |
| Tiaa Trust, National Association | 5.85% | Add +349.3% | 23,964,909 | $2.2B |
| Fisher Asset Management | 0.79% | Add +1.2% | 21,297,627 | $2.0B |
| Ameriprise Financial Inc. | 0.32% | Reduce -1.8% | 14,005,560 | $1.3B |
| Morgan Stanley | 0.06% | Add +9.4% | 9,190,226 | $862.9M |
| Barclays PLC | 0.16% | New | 4,310,047 | $404.7M |
| Stifel Financial Corp. | 0.36% | Add +6.8% | 3,970,996 | $372.8M |
| Truist Financial Corp. | 0.50% | Reduce -0.1% | 3,648,836 | $342.6M |
| Allworth Financial LP | 1.40% | Add +1.6% | 3,101,316 | $291.2M |
| Bank of New York Mellon Corp | 0.05% | Reduce -3.4% | 3,068,934 | $288.1M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -0.8% | 2,916,723 | $273.9M |
| Royal Bank of Canada | 0.05% | Add +65.6% | 2,869,531 | $269.4M |
| Renaissancere Holdings Ltd. | 41.88% | No change | 2,855,431 | $268.1M |
| Wells Fargo & Company | 0.05% | Add +1.4% | 2,580,987 | $242.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 2,318,040 | $217.6M |
| State of Tennessee, Department of Treasury | 0.76% | Reduce -52.5% | 2,269,439 | $213.1M |
| Cwm, LLC | 0.64% | Reduce -4.1% | 1,937,822 | $181.9M |
| Sei Investments Co. | 0.21% | Reduce -5.5% | 1,935,421 | $181.7M |
| MML Investors Services, LLC | 0.52% | Add +5.3% | 1,909,544 | $179.3M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -9.3% | 1,887,625 | $177.2M |
| Cetera Investment Advisers | 0.30% | Add +0.3% | 1,869,787 | $175.6M |
| Midland Wealth Advisors, LLC | 9.64% | Add +1.8% | 1,857,285 | $174.4M |
| Composition Wealth, LLC | 2.91% | Add +10.1% | 1,845,989 | $173.3M |
| UBS Group AG | 0.03% | Reduce -29.3% | 1,716,186 | $161.1M |
| Raymond James Financial Inc. | 0.05% | Add +8.9% | 1,548,462 | $145.4M |
| OneDigital Investment Advisors LLC | 1.61% | Reduce -0.2% | 1,543,909 | $145.0M |
| Quotient Wealth Partners, LLC | 4.12% | Add +2.4% | 1,492,641 | $140.1M |
| Dynasty Wealth Management, LLC | 2.38% | Reduce -2.1% | 1,488,220 | $139.7M |
| Prudential Financial Inc. | 0.18% | Add +10569.3% | 1,463,719 | $137.4M |
| Bridgewater Associates | 0.55% | Add +0.9% | 1,460,200 | $137.1M |
| Bessemer Group Inc. | 0.21% | Reduce -0.1% | 1,400,265 | $131.5M |
| Money Design Co.,Ltd. | 6.44% | Add +4.7% | 1,390,916 | $130.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.45% | Add +82.0% | 1,373,804 | $129.0M |
| Park Avenue Securities LLC | 1.15% | Reduce -0.3% | 1,327,842 | $124.7M |
| United Capital Financial Advisors, LLC | 0.97% | Reduce -3.2% | 1,276,906 | $119.9M |
| Bank of Montreal | 0.06% | Add +7.2% | 1,260,829 | $118.4M |
| Blue Trust, Inc. | 1.38% | Reduce -1.6% | 1,243,071 | $116.7M |
| Hancock Whitney Corp. | 2.22% | Reduce -2.2% | 1,234,811 | $115.9M |
| Janney Montgomery Scott LLC | 0.30% | Reduce -2.1% | 1,223,042 | $114.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +1.2% | 1,160,057 | $108.9M |
| Merit Financial Group, LLC | 1.19% | Add +6.1% | 1,139,622 | $107.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -1.2% | 1,040,098 | $97.7M |
| Assetmark, Inc. | 0.23% | Add +25.7% | 1,037,313 | $97.4M |
| Asset Management One Co., Ltd. | 0.28% | Reduce -3.6% | 962,798 | $90.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.51% | Add +2.0% | 960,195 | $90.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.21% | No change | 975,687 | $87.6M |
| Sensible Financial Planning & Management, LLC. | 13.16% | Add +7.0% | 738,128 | $69.3M |
| Evoke Wealth, LLC | 1.55% | Add +4.2% | 704,392 | $66.1M |
| NorthCoast Asset Management LLC | 0.28% | Reduce -8.3% | 703,159 | $66.0M |
| Avidian Wealth Enterprises, LLC | 2.62% | Add +4.2% | 685,940 | $64.4M |
| Alliancebernstein L.P. | 0.02% | Add +1.7% | 675,910 | $63.5M |
| Mill Creek Capital Advisors, LLC | 1.37% | Add +27.1% | 657,253 | $61.7M |
| NewEdge Advisors, LLC | 0.31% | Add +8.3% | 649,770 | $61.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +11.9% | 641,703 | $60.3M |
| CIBC Asset Management Inc | 0.18% | Add +8.6% | 625,969 | $58.8M |
| Rockland Trust Co. | 2.75% | Add +0.5% | 601,543 | $56.5M |
| State of Michigan Retirement System | 0.29% | No change | 600,000 | $56.3M |
| Allianz Asset Management GmbH | 0.07% | Add +2.2% | 584,393 | $54.9M |
| Willis Johnson & Associates, Inc. | 3.70% | Add +2.2% | 579,796 | $54.4M |
| Nottingham Advisors, Inc. | 7.91% | Add +8.8% | 567,701 | $53.3M |
| State of New Jersey Common Pension Fund D | 0.20% | No change | 550,000 | $51.6M |
| Constellation Investments, Inc. | 2.38% | No change | 548,000 | $51.5M |
| Osaic Holdings, Inc. | 0.09% | Add +45.2% | 525,871 | $49.4M |
| Korea Investment CORP | 0.10% | No change | 500,000 | $46.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Reduce -4.5% | 492,986 | $46.3M |
| Lutz Financial Services LLC | 3.58% | Add +1.8% | 490,415 | $46.0M |
| SkyView Investment Advisors, LLC | 6.57% | Add +0.8% | 489,413 | $45.8M |
| Kestra Investment Management, LLC | 1.37% | Add +8.0% | 479,901 | $45.1M |
| AE Wealth Management LLC | 0.32% | Add +7.7% | 470,728 | $44.2M |
| US Bancorp \de | 0.05% | Reduce -2.7% | 462,897 | $43.5M |
| Foundations Investment Advisors, LLC | 0.67% | Add +15.1% | 449,204 | $42.2M |
| Corient Private Wealth LP | 0.05% | Add +6.0% | 439,274 | $41.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.67% | Add +2.3% | 433,948 | $40.7M |
| Stockman Wealth Management, Inc. | 5.41% | Add +42.2% | 423,876 | $39.8M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 398,864 | $37.4M |
| Strategic Wealth Partners, Ltd. | 2.94% | — | 397,392 | $37.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +22.3% | 389,283 | $36.5M |
| Conning Inc. | 1.32% | No change | 387,672 | $36.4M |
| Exchange Traded Concepts, LLC | 0.47% | Add +864.8% | 387,647 | $36.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 370,355 | $34.8M |
| FMR LLC | 0.00% | Reduce -7.9% | 366,977 | $34.5M |
| Manning & Napier Advisors LLC | 0.39% | Reduce -1.4% | 350,637 | $32.9M |
| St Germain D J Co. Inc. | 1.40% | Add +4.9% | 346,384 | $32.5M |
| Zurich Insurance Group Ltd | 0.25% | No change | 338,060 | $31.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +28.2% | 335,939 | $31.5M |
| Bangor Savings Bank | 2.78% | Add +1.1% | 330,790 | $31.1M |
| Cerity Partners OCIO LLC | 1.67% | No change | 321,567 | $30.2M |
| Cerity Partners LLC | 0.05% | Add +601.2% | 320,881 | $30.1M |
| Franklin Resources Inc. | 0.01% | Add +3.1% | 320,799 | $30.1M |
| Connable Office Inc. | 2.96% | Add +15.5% | 318,617 | $29.9M |
| Sanctuary Advisors, LLC | 0.18% | Add +2.7% | 312,703 | $29.4M |
| Integrated Wealth Concepts LLC | 0.29% | Add +23.3% | 307,598 | $28.9M |
| Hilton Capital Management, LLC | 2.29% | Reduce -63.2% | 306,071 | $28.7M |
| CreativeOne Wealth, LLC | 0.75% | Add +4.6% | 303,832 | $28.5M |
| Dakota Wealth Management | 0.59% | Add +38.6% | 300,740 | $28.2M |
| Clearwater Capital Advisors, LLC | 2.57% | Add +1.1% | 299,845 | $28.2M |
| Kingsview Wealth Management, LLC | 0.47% | Add +3.8% | 297,557 | $27.9M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.