iShares MBS ETFMBBETF
13F holders, Q4 2025 (December 31)1,023holders +90
92new positions
58sold out
6famous investors
$95.23avg. 13F price*
At the end of Q4 2025, 1,023 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 90 from Q3 2025. 92 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($6.8B), JPMorgan Chase & Co. ($3.3B) and LPL Financial LLC ($2.7B). 6 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $256.7M |
| Exits | 58 | $104.5M |
All 13F filers, Q3 2025 → Q4 2025: 13,674,013 shares bought and 49,255,084 shares sold, net −35,581,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,023 holders
| Bank of America Corp. | 0.49% | Reduce -1.2% | 71,050,060 | $6.8B |
| JPMorgan Chase & Co. | 0.23% | Reduce -32.1% | 35,090,359 | $3.3B |
| LPL Financial LLC | 0.73% | Add +4.1% | 27,903,169 | $2.7B |
| Envestnet Asset Management Inc. | 0.74% | Reduce -5.2% | 26,058,632 | $2.5B |
| Tiaa Trust, National Association | 5.94% | Add +2.5% | 26,010,786 | $2.5B |
| Ameriprise Financial Inc. | 0.32% | Add +2.5% | 14,652,603 | $1.4B |
| Morgan Stanley | 0.06% | Add +4.0% | 9,852,362 | $938.1M |
| Barclays PLC | 0.17% | Reduce -42.4% | 4,393,430 | $418.3M |
| Truist Financial Corp. | 0.50% | Add +8.8% | 3,937,384 | $374.9M |
| Renaissancere Holdings Ltd. | 49.29% | No change | 3,852,431 | $366.8M |
| Stifel Financial Corp. | 0.32% | Add +3.9% | 3,699,321 | $352.2M |
| Allworth Financial LP | 1.29% | Add +3.1% | 3,291,695 | $313.4M |
| PNC Financial Services Group, Inc. | 0.16% | Add +4.0% | 3,000,326 | $285.7M |
| Bank of Montreal | 0.11% | Add +102.6% | 2,883,524 | $274.6M |
| Midland Wealth Advisors, LLC | 13.70% | Add +4.2% | 2,764,705 | $263.3M |
| Wells Fargo & Company | 0.05% | Add +6.8% | 2,716,665 | $258.7M |
| State of Tennessee, Department of Treasury | 0.76% | Add +6.3% | 2,486,872 | $238.0M |
| BlackRock, Inc. | 0.00% | Reduce -5.4% | 2,250,607 | $214.3M |
| Bank of New York Mellon Corp | 0.04% | Add +3.7% | 2,113,371 | $201.2M |
| Sei Investments Co. | 0.20% | Reduce -4.1% | 2,086,086 | $198.6M |
| Envestnet Portfolio Solutions, Inc. | 0.67% | Add +5.6% | 2,003,307 | $190.8M |
| Cetera Investment Advisers | 0.21% | Reduce -1.9% | 1,981,427 | $188.7M |
| UBS Group AG | 0.04% | Add +9.4% | 1,935,167 | $184.3M |
| Cwm, LLC | 0.49% | Add +0.4% | 1,910,110 | $181.9M |
| Composition Wealth, LLC | 2.45% | Add +0.8% | 1,796,051 | $171.0M |
| MML Investors Services, LLC | 0.41% | Reduce -6.0% | 1,746,573 | $166.3M |
| OneDigital Investment Advisors LLC | 1.53% | Add +3.3% | 1,635,774 | $155.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.41% | Add +12.3% | 1,538,535 | $146.5M |
| Bessemer Group Inc. | 0.22% | Add +7.0% | 1,498,803 | $142.7M |
| Dynasty Wealth Management, LLC | 1.36% | Reduce -11.7% | 1,457,076 | $138.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,443,343 | $137.4M |
| Raymond James Financial Inc. | 0.04% | Add +5.7% | 1,421,409 | $135.3M |
| Royal Bank of Canada | 0.02% | Reduce -22.6% | 1,385,241 | $131.9M |
| Bridgewater Associates | 0.48% | Add +1.5% | 1,375,400 | $131.0M |
| Quotient Wealth Partners, LLC | 3.48% | Reduce -12.6% | 1,374,299 | $130.9M |
| United Capital Financial Advisors, LLC | 0.78% | Add +4.4% | 1,355,696 | $129.1M |
| Janney Montgomery Scott LLC | 0.29% | Add +3.5% | 1,348,803 | $128.4M |
| Park Avenue Securities LLC | 1.07% | Reduce -2.2% | 1,323,631 | $126.0M |
| Blue Trust, Inc. | 1.40% | Add +1.6% | 1,305,073 | $124.3M |
| Merit Financial Group, LLC | 0.97% | Add +7.3% | 1,271,085 | $121.0M |
| Hancock Whitney Corp. | 1.96% | Reduce -1.3% | 1,139,930 | $108.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.53% | Add +4.8% | 1,064,604 | $101.4M |
| Fisher Asset Management | 0.03% | Reduce -95.3% | 1,055,854 | $100.5M |
| Asset Management One Co., Ltd. | 0.27% | Reduce -3.4% | 1,013,156 | $96.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Reduce -4.4% | 932,987 | $88.8M |
| Annex Advisory Services, LLC | 1.64% | Add +5.0% | 903,008 | $86.0M |
| Beacon Pointe Advisors, LLC | 0.57% | Add +1599.5% | 851,186 | $81.0M |
| Evoke Wealth, LLC | 1.53% | Add +14.0% | 836,786 | $79.7M |
| Alliancebernstein L.P. | 0.02% | Add +11.7% | 768,215 | $73.1M |
| NewEdge Advisors, LLC | 0.26% | Add +9.2% | 766,038 | $72.9M |
| Mill Creek Capital Advisors, LLC | 1.45% | Add +7.5% | 746,585 | $71.1M |
| Avidian Wealth Enterprises, LLC | 2.58% | Add +4.8% | 743,187 | $70.8M |
| Allianz Asset Management GmbH | 0.08% | Add +7.2% | 708,348 | $67.4M |
| Exchange Traded Concepts, LLC | 0.55% | Add +16.5% | 688,174 | $65.5M |
| Nottingham Advisors, Inc. | 9.04% | Add +8.6% | 680,370 | $64.8M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.1% | 675,765 | $64.3M |
| CIBC Asset Management Inc | 0.15% | Reduce -2.0% | 649,680 | $61.9M |
| NorthCoast Asset Management LLC | 1.36% | Add +0.4% | 646,897 | $61.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +3.7% | 638,653 | $60.8M |
| Willis Johnson & Associates, Inc. | 3.56% | Reduce -4.1% | 605,432 | $57.6M |
| State of Michigan Retirement System | 0.28% | No change | 600,000 | $57.1M |
| Lutz Financial Services LLC | 3.87% | Add +10.9% | 597,581 | $56.9M |
| Kestra Investment Management, LLC | 1.38% | Add +7.8% | 593,590 | $56.5M |
| Rockland Trust Co. | 2.21% | Reduce -1.0% | 590,514 | $56.2M |
| Hilton Capital Management, LLC | 4.13% | Add +0.8% | 576,585 | $54.9M |
| AE Wealth Management LLC | 0.31% | Add +6.7% | 572,311 | $54.5M |
| Stockman Wealth Management, Inc. | 6.12% | Add +11.4% | 549,731 | $52.3M |
| Dakota Wealth Management | 0.92% | Add +50.2% | 546,355 | $52.0M |
| Dymon Asia Capital (singapore) Pte. LTD. | 11.06% | No change | 523,700 | $49.9M |
| SkyView Investment Advisors, LLC | 6.12% | Add +3.4% | 508,800 | $48.4M |
| US Bancorp \de | 0.06% | Add +8.6% | 500,993 | $47.7M |
| Korea Investment CORP | 0.09% | No change | 500,000 | $47.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -5.5% | 496,927 | $47.4M |
| Constellation Investments, Inc. | 1.46% | No change | 495,924 | $47.2M |
| Strategic Wealth Partners, Ltd. | 3.05% | Add +11.8% | 466,791 | $44.4M |
| NorthRock Partners, LLC | 0.73% | Add +49.4% | 455,861 | $43.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.76% | Add +3.0% | 453,542 | $43.2M |
| State of New Jersey Common Pension Fund D | 0.15% | No change | 450,000 | $42.8M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.6% | 448,655 | $42.8M |
| Foundations Investment Advisors, LLC | 0.56% | Add +6.4% | 449,470 | $42.8M |
| Ocean Park Asset Management, LLC | 1.90% | Add +1.9% | 424,335 | $40.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.5% | 408,459 | $38.9M |
| St Germain D J Co. Inc. | 1.46% | Add +9.5% | 393,474 | $37.5M |
| Conning Inc. | 1.30% | No change | 387,672 | $36.9M |
| Corient Private Wealth LP | 0.05% | Reduce -16.0% | 386,247 | $36.8M |
| Bangor Savings Bank | 2.90% | Add +10.1% | 378,823 | $36.1M |
| FMR LLC | 0.00% | Reduce -0.7% | 351,630 | $33.5M |
| Nan Fung Trinity (hk) Ltd. | 2.63% | New | 349,200 | $33.3M |
| Parkside Investments, LLC | 4.13% | Reduce -0.4% | 344,813 | $32.8M |
| Confluence Investment Management LLC | 0.49% | Reduce -6.0% | 344,690 | $32.8M |
| Zurich Insurance Group Ltd | 0.22% | No change | 338,060 | $32.2M |
| Franklin Resources Inc. | 0.01% | Add +2.3% | 337,725 | $32.2M |
| Baird Financial Group, Inc. | 0.05% | Add +7.3% | 336,828 | $32.1M |
| Cabot Wealth Management Inc. | 3.53% | Add +10.2% | 335,234 | $31.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.8% | 333,806 | $31.8M |
| JB Capital LLC | 1.24% | Add +3.3% | 318,485 | $30.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.8% | 316,164 | $30.1M |
| Sanctuary Advisors, LLC | 0.16% | Add +0.1% | 314,846 | $30.0M |
| Clearwater Capital Advisors, LLC | 2.47% | Reduce -3.2% | 311,265 | $29.6M |
| Brookstone Capital Management | 0.34% | Add +3.2% | 308,428 | $29.4M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.