iShares MBS ETFMBBETF
13F holders, Q3 2025 (September 30)933holders −9
76new positions
82sold out
5famous investors
$95.14avg. 13F price*
At the end of Q3 2025, 933 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, down 9 from Q2 2025. 76 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($6.8B), JPMorgan Chase & Co. ($4.9B) and Envestnet Asset Management Inc. ($2.6B). 5 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management's portfolio), Ray Dalio (0.5% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $241.3M |
| Exits | 82 | $187.5M |
All 13F filers, Q2 2025 → Q3 2025: 28,136,592 shares bought and 9,550,135 shares sold, net +18,586,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Bank of America Corp. | 0.51% | Add +11.8% | 71,895,725 | $6.8B |
| JPMorgan Chase & Co. | 0.31% | Add +2.3% | 51,677,674 | $4.9B |
| Envestnet Asset Management Inc. | 0.75% | Add +2.7% | 27,494,519 | $2.6B |
| LPL Financial LLC | 0.74% | Add +5.7% | 26,798,274 | $2.5B |
| Tiaa Trust, National Association | 5.86% | Add +5.8% | 25,364,396 | $2.4B |
| Fisher Asset Management | 0.78% | Add +5.7% | 22,503,900 | $2.1B |
| Ameriprise Financial Inc. | 0.31% | Add +2.0% | 14,290,044 | $1.4B |
| Morgan Stanley | 0.05% | Add +3.0% | 9,468,733 | $900.9M |
| Barclays PLC | 0.27% | Add +77.1% | 7,632,784 | $726.3M |
| Renaissancere Holdings Ltd. | 49.45% | Add +34.9% | 3,852,431 | $366.6M |
| Truist Financial Corp. | 0.47% | Reduce -0.8% | 3,620,667 | $344.5M |
| Stifel Financial Corp. | 0.31% | Reduce -10.4% | 3,559,460 | $338.7M |
| Allworth Financial LP | 1.34% | Add +3.0% | 3,193,216 | $303.8M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -1.1% | 2,884,191 | $274.4M |
| Midland Wealth Advisors, LLC | 13.51% | Add +42.9% | 2,654,483 | $252.6M |
| Wells Fargo & Company | 0.05% | Reduce -1.4% | 2,543,679 | $242.0M |
| BlackRock, Inc. | 0.00% | Add +2.7% | 2,379,845 | $226.4M |
| State of Tennessee, Department of Treasury | 0.74% | Add +3.1% | 2,338,900 | $222.5M |
| Sei Investments Co. | 0.22% | Add +12.4% | 2,176,254 | $207.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -33.6% | 2,037,455 | $193.9M |
| Cetera Investment Advisers | 0.22% | Add +8.0% | 2,019,952 | $192.2M |
| Cwm, LLC | 0.54% | Reduce -1.8% | 1,902,903 | $181.1M |
| Envestnet Portfolio Solutions, Inc. | 0.67% | Add +0.5% | 1,896,494 | $180.5M |
| MML Investors Services, LLC | 0.47% | Reduce -2.7% | 1,858,126 | $176.8M |
| Royal Bank of Canada | 0.03% | Reduce -37.7% | 1,788,497 | $170.2M |
| Composition Wealth, LLC | 2.54% | Reduce -3.5% | 1,782,186 | $169.6M |
| UBS Group AG | 0.03% | Add +3.1% | 1,768,740 | $168.3M |
| Dynasty Wealth Management, LLC | 2.09% | Add +10.8% | 1,649,146 | $156.9M |
| OneDigital Investment Advisors LLC | 1.55% | Add +2.6% | 1,583,829 | $150.7M |
| Quotient Wealth Partners, LLC | 4.10% | Add +5.4% | 1,572,615 | $149.6M |
| Prudential Financial Inc. | 0.17% | Add +0.8% | 1,475,719 | $140.4M |
| Bank of Montreal | 0.06% | Add +12.9% | 1,422,979 | $135.4M |
| Bessemer Group Inc. | 0.20% | Add +0.1% | 1,401,414 | $133.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.41% | Reduce -0.3% | 1,370,421 | $130.4M |
| Bridgewater Associates | 0.51% | Reduce -7.2% | 1,355,100 | $128.9M |
| Park Avenue Securities LLC | 1.00% | Add +1.9% | 1,353,322 | $128.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -13.2% | 1,344,490 | $127.9M |
| Janney Montgomery Scott LLC | 0.29% | Add +6.6% | 1,303,371 | $124.0M |
| United Capital Financial Advisors, LLC | 0.89% | Add +1.7% | 1,299,050 | $123.6M |
| Blue Trust, Inc. | 1.37% | Add +3.3% | 1,284,272 | $122.2M |
| Merit Financial Group, LLC | 1.04% | Add +3.9% | 1,184,090 | $112.7M |
| Hancock Whitney Corp. | 2.00% | Reduce -6.5% | 1,154,423 | $109.8M |
| Asset Management One Co., Ltd. | 0.29% | Add +8.9% | 1,048,274 | $99.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.53% | Add +5.8% | 1,015,589 | $96.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.23% | No change | 975,687 | $88.8M |
| Annex Advisory Services, LLC | 1.74% | New | 860,417 | $81.9M |
| Sensible Financial Planning & Management, LLC. | 13.76% | Add +7.8% | 796,082 | $75.7M |
| Evoke Wealth, LLC | 1.46% | Add +4.2% | 733,887 | $69.8M |
| Avidian Wealth Enterprises, LLC | 2.54% | Add +3.4% | 709,399 | $67.5M |
| NewEdge Advisors, LLC | 0.30% | Add +8.0% | 701,493 | $66.7M |
| Mill Creek Capital Advisors, LLC | 1.36% | Add +5.7% | 694,788 | $66.1M |
| Alliancebernstein L.P. | 0.02% | Add +1.8% | 687,902 | $65.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +4.1% | 668,057 | $63.6M |
| CIBC Asset Management Inc | 0.18% | Add +5.9% | 662,680 | $63.1M |
| Allianz Asset Management GmbH | 0.08% | Add +13.1% | 661,076 | $62.9M |
| NorthCoast Asset Management LLC | 0.24% | Reduce -8.3% | 644,563 | $61.3M |
| Willis Johnson & Associates, Inc. | 3.72% | Add +8.9% | 631,260 | $60.1M |
| Nottingham Advisors, Inc. | 8.28% | Add +10.4% | 626,574 | $59.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -46.9% | 615,731 | $58.6M |
| State of Michigan Retirement System | 0.27% | No change | 600,000 | $57.1M |
| Rockland Trust Co. | 2.33% | Reduce -0.8% | 596,579 | $56.8M |
| Exchange Traded Concepts, LLC | 0.54% | Add +52.4% | 590,583 | $56.2M |
| Hilton Capital Management, LLC | 4.40% | Add +86.8% | 571,842 | $54.4M |
| Kestra Investment Management, LLC | 1.41% | Add +14.8% | 550,887 | $52.4M |
| Lutz Financial Services LLC | 3.71% | Add +9.9% | 538,957 | $51.3M |
| AE Wealth Management LLC | 0.33% | Add +14.0% | 536,585 | $51.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -0.0% | 525,828 | $50.0M |
| Dymon Asia Capital (singapore) Pte. LTD. | 20.05% | New | 523,700 | $49.8M |
| Korea Investment CORP | 0.10% | No change | 500,000 | $47.6M |
| Constellation Investments, Inc. | 2.20% | Reduce -9.5% | 495,924 | $47.2M |
| Stockman Wealth Management, Inc. | 5.83% | Add +16.4% | 493,525 | $47.0M |
| SkyView Investment Advisors, LLC | 5.91% | Add +0.6% | 492,229 | $46.8M |
| US Bancorp \de | 0.05% | Reduce -0.3% | 461,434 | $43.9M |
| Corient Private Wealth LP | 0.07% | Add +4.7% | 459,792 | $43.7M |
| Thrivent Financial for Lutherans | 0.09% | Add +240.9% | 455,738 | $43.4M |
| State of New Jersey Common Pension Fund D | 0.16% | Reduce -18.2% | 450,000 | $42.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.73% | Add +1.5% | 440,388 | $41.9M |
| Foundations Investment Advisors, LLC | 0.58% | Reduce -6.0% | 422,372 | $40.2M |
| Strategic Wealth Partners, Ltd. | 2.97% | Add +5.1% | 417,724 | $39.7M |
| Ocean Park Asset Management, LLC | 1.63% | Add +3057.7% | 416,463 | $39.6M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 403,445 | $38.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.3% | 401,074 | $38.2M |
| Conning Inc. | 1.29% | No change | 387,672 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.5% | 383,424 | $36.5M |
| Cerity Partners OCIO LLC | 1.82% | Add +16.7% | 375,228 | $35.7M |
| Confluence Investment Management LLC | 0.50% | Add +27.1% | 366,497 | $34.9M |
| Dakota Wealth Management | 0.70% | Add +20.9% | 363,649 | $34.6M |
| St Germain D J Co. Inc. | 1.37% | Add +3.8% | 359,376 | $34.2M |
| FMR LLC | 0.00% | Reduce -3.5% | 354,121 | $33.7M |
| Parkside Investments, LLC | 4.12% | Add +39.4% | 346,303 | $33.0M |
| Bangor Savings Bank | 2.73% | Add +4.0% | 344,037 | $32.7M |
| Zurich Insurance Group Ltd | 0.23% | No change | 338,060 | $32.2M |
| Integrated Wealth Concepts LLC | 0.28% | Add +8.3% | 333,139 | $31.7M |
| Franklin Resources Inc. | 0.01% | Add +2.9% | 330,218 | $31.4M |
| Manning & Napier Advisors LLC | 0.40% | Reduce -6.3% | 328,643 | $31.3M |
| Clearwater Capital Advisors, LLC | 2.61% | Add +7.3% | 321,673 | $30.6M |
| Allstate Corp. | 0.69% | Add +46.5% | 317,413 | $30.2M |
| Sanctuary Advisors, LLC | 0.17% | Add +0.5% | 314,375 | $29.9M |
| Baird Financial Group, Inc. | 0.05% | Add +10.9% | 313,788 | $29.9M |
| JB Capital LLC | 1.27% | Add +7.6% | 308,304 | $29.3M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.