iShares MBS ETFMBBETF
13F holders, Q1 2026 (March 31)1,030holders +7
101new positions
90sold out
7famous investors
$94.92avg. 13F price*
At the end of Q1 2026, 1,030 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 7 from Q4 2025. 101 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($6.3B), JPMorgan Chase & Co. ($3.5B) and Envestnet Asset Management Inc. ($2.7B). 7 famous investors held it, including Ray Dalio (0.6% of Bridgewater Associates's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $344.9M |
| Exits | 90 | $608.1M |
All 13F filers, Q4 2025 → Q1 2026: 45,701,317 shares bought and 45,777,626 shares sold, net −76,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,030 holders
| Bank of America Corp. | 0.46% | Reduce -6.8% | 66,207,297 | $6.3B |
| JPMorgan Chase & Co. | 0.24% | Add +5.8% | 37,143,199 | $3.5B |
| Envestnet Asset Management Inc. | 0.73% | Add +10.9% | 28,904,219 | $2.7B |
| LPL Financial LLC | 0.71% | Add +0.3% | 27,984,290 | $2.7B |
| UBS Group AG | 0.37% | Add +1028.4% | 21,837,225 | $2.1B |
| TIAA Wealth Investment Management LLC | 10.18% | — | 14,072,269 | $1.3B |
| Ameriprise Financial Inc. | 0.29% | Reduce -10.0% | 13,191,448 | $1.3B |
| Morgan Stanley | 0.06% | Add +9.5% | 10,792,188 | $1.0B |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.73% | — | 7,479,771 | $710.2M |
| Truist Financial Corp. | 0.74% | Add +46.8% | 5,779,539 | $548.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +197.9% | 4,299,327 | $408.2M |
| Stifel Financial Corp. | 0.32% | Add +0.2% | 3,707,598 | $352.0M |
| Bank of Montreal | 0.13% | Add +18.8% | 3,425,563 | $325.3M |
| Allworth Financial LP | 1.29% | Add +1.2% | 3,330,589 | $316.2M |
| PNC Financial Services Group, Inc. | 0.17% | Add +3.5% | 3,106,470 | $295.0M |
| Wells Fargo & Company | 0.05% | Reduce -0.2% | 2,711,021 | $257.4M |
| State of Tennessee, Department of Treasury | 0.79% | Reduce -0.3% | 2,478,109 | $235.3M |
| Midland Wealth Advisors, LLC | 12.11% | Reduce -10.5% | 2,474,044 | $234.9M |
| Bank of New York Mellon Corp | 0.04% | Add +9.5% | 2,314,725 | $219.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 2,222,389 | $211.0M |
| Sei Investments Co. | 0.19% | Add +5.2% | 2,194,447 | $208.3M |
| Cetera Investment Advisers | 0.20% | Add +2.3% | 2,026,264 | $192.4M |
| Composition Wealth, LLC | 2.64% | Add +12.7% | 2,023,823 | $192.2M |
| Envestnet Portfolio Solutions, Inc. | 1.01% | Reduce -3.6% | 1,930,735 | $183.3M |
| Cwm, LLC | 0.48% | Add +0.9% | 1,927,060 | $183.0M |
| Barclays PLC | 0.07% | Reduce -56.5% | 1,912,803 | $181.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.66% | Add +79.6% | 1,912,114 | $181.6M |
| OneDigital Investment Advisors LLC | 1.65% | Add +8.7% | 1,778,596 | $168.9M |
| Dynasty Wealth Management, LLC | 1.46% | Add +20.8% | 1,760,337 | $167.1M |
| Richard Bernstein Advisors LLC | 4.54% | Add +16486930.0% | 1,648,703 | $156.5M |
| Quotient Wealth Partners, LLC | 4.07% | Add +18.5% | 1,628,093 | $154.6M |
| Bessemer Group Inc. | 0.24% | Add +6.5% | 1,596,964 | $151.6M |
| Raymond James Financial Inc. | 0.04% | Add +8.2% | 1,537,894 | $146.0M |
| Ferguson Wellman Capital Management, Inc. | 1.90% | New | 1,462,193 | $138.8M |
| Janney Montgomery Scott LLC | 0.34% | Add +8.3% | 1,460,265 | $138.7M |
| United Capital Financial Advisors, LLC | 0.83% | Add +4.9% | 1,422,567 | $135.2M |
| MML Investors Services, LLC | 0.37% | Reduce -19.1% | 1,412,423 | $134.1M |
| Royal Bank of Canada | 0.03% | Add +1.7% | 1,408,747 | $133.8M |
| Merit Financial Group, LLC | 0.96% | Add +7.3% | 1,363,626 | $129.5M |
| Bridgewater Associates | 0.58% | Reduce -1.1% | 1,360,000 | $129.1M |
| Park Avenue Securities LLC | 0.99% | Add +0.6% | 1,330,985 | $126.4M |
| Asset Management One Co., Ltd. | 0.32% | Add +13.9% | 1,154,212 | $109.6M |
| Hancock Whitney Corp. | 1.88% | Add +0.2% | 1,142,458 | $108.3M |
| Blue Trust, Inc. | 1.10% | Reduce -22.6% | 1,010,090 | $95.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.25% | Reduce -39.3% | 933,883 | $88.7M |
| Evoke Wealth, LLC | 1.55% | Add +5.9% | 886,160 | $84.1M |
| Fisher Asset Management | 0.03% | Reduce -16.4% | 882,651 | $83.8M |
| Beacon Pointe Advisors, LLC | 0.44% | Add +3.1% | 877,630 | $83.3M |
| Alliancebernstein L.P. | 0.03% | Add +7.5% | 826,002 | $78.7M |
| NewEdge Advisors, LLC | 0.28% | Add +6.7% | 817,242 | $77.6M |
| Avidian Wealth Enterprises, LLC | 2.42% | Add +8.2% | 804,256 | $76.4M |
| Nottingham Advisors, Inc. | 9.72% | Add +16.9% | 795,251 | $75.5M |
| Mill Creek Capital Advisors, LLC | 1.50% | Add +2.8% | 767,705 | $72.9M |
| Exchange Traded Concepts, LLC | 0.54% | Add +6.9% | 735,531 | $69.8M |
| NorthCoast Asset Management LLC | 1.56% | Add +9.7% | 709,796 | $67.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.8% | 687,576 | $65.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +7.3% | 685,590 | $65.1M |
| Klaas Financial Asset Advisors, LLC | 8.84% | Add +8982.9% | 674,586 | $64.1M |
| Allianz Asset Management GmbH | 0.07% | Reduce -5.5% | 669,011 | $63.5M |
| Lutz Financial Services LLC | 4.03% | Add +5.7% | 631,850 | $60.0M |
| Tiaa Trust, National Association | 3.59% | Reduce -97.6% | 622,779 | $59.1M |
| Willis Johnson & Associates, Inc. | 3.40% | Add +1.3% | 613,305 | $58.2M |
| Corient Private Wealth LP | 0.08% | Add +58.6% | 612,593 | $57.6M |
| Rockland Trust Co. | 2.30% | Add +2.4% | 604,597 | $57.4M |
| Dakota Wealth Management | 1.24% | Add +10.5% | 603,613 | $57.3M |
| State of Michigan Retirement System | 0.30% | No change | 600,000 | $57.0M |
| AE Wealth Management LLC | 0.30% | Add +3.2% | 590,739 | $56.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +163.1% | 561,646 | $53.3M |
| Clarity Financial LLC | 5.79% | New | 560,574 | $53.2M |
| Kestra Investment Management, LLC | 0.89% | Reduce -8.2% | 544,803 | $51.7M |
| Dymon Asia Capital (singapore) Pte. LTD. | 10.93% | No change | 523,700 | $49.7M |
| Osaic Holdings, Inc. | 0.07% | Add +3.1% | 512,270 | $48.7M |
| SkyView Investment Advisors, LLC | 6.44% | Reduce -1.0% | 503,661 | $47.8M |
| Foundations Investment Advisors, LLC | 0.59% | Add +11.4% | 500,518 | $47.5M |
| Korea Investment CORP | 0.10% | No change | 500,000 | $47.5M |
| Constellation Investments, Inc. | 1.56% | No change | 495,924 | $47.1M |
| Strategic Wealth Partners, Ltd. | 3.20% | Add +4.1% | 485,919 | $46.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -48.8% | 477,622 | $45.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.91% | Add +4.0% | 471,752 | $44.8M |
| NorthRock Partners, LLC | 0.71% | Add +2.3% | 466,390 | $44.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +12.0% | 457,560 | $43.4M |
| State of New Jersey Common Pension Fund D | 0.16% | No change | 450,000 | $42.7M |
| Ocean Park Asset Management, LLC | 2.43% | Add +4.2% | 442,207 | $42.0M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -2.9% | 435,566 | $41.3M |
| St Germain D J Co. Inc. | 1.57% | Add +6.3% | 418,226 | $39.7M |
| Stockman Wealth Management, Inc. | 4.18% | Reduce -27.7% | 397,518 | $37.7M |
| Bangor Savings Bank | 2.99% | Add +3.9% | 393,454 | $37.4M |
| Baird Financial Group, Inc. | 0.06% | Add +16.2% | 391,343 | $37.2M |
| Conning Inc. | 1.28% | No change | 387,672 | $36.8M |
| Kingsview Wealth Management, LLC | 0.50% | Add +72.7% | 384,249 | $36.5M |
| Northside Capital Management, LLC | 3.10% | Add +27.1% | 371,556 | $35.3M |
| Principal Securities, Inc. | 0.52% | Add +32.7% | 370,956 | $35.2M |
| Franklin Resources Inc. | 0.01% | Add +6.9% | 361,078 | $34.3M |
| FMR LLC | 0.00% | Add +1.3% | 356,352 | $33.8M |
| Federated Hermes, Inc. | 0.05% | Add +48.5% | 355,220 | $33.7M |
| Cabot Wealth Management Inc. | 3.83% | Add +4.8% | 351,174 | $33.3M |
| Parkside Investments, LLC | 4.04% | Add +1.6% | 350,288 | $33.3M |
| Nan Fung Trinity (hk) Ltd. | 3.64% | No change | 349,200 | $33.2M |
| Zurich Insurance Group Ltd | 0.25% | No change | 338,060 | $32.1M |
| JB Capital LLC | 1.28% | Add +4.6% | 333,020 | $31.6M |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.