MBB · iShares MBS ETF ETF
$92.72
+0.06 (+0.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $165,148,270
Total Shares: 1,747,231
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
45.0%
−27.1 pts
Top 5
97.7%
−1.6 pts
Top 10
100.0%
0.0 pts
HHI
3,491
Highly concentrated−2,032
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
3
Decreased
0
Sold Out
3
Unchanged
1
Holder count:
+2
Institutional value:
+107.7%
Shares held:
+108.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +20,356 | 159,607 | |
| Small Range Advisory, LLC | +11,574 | 32,300 | |
| Small Advus Financial Partners, LLC | +1,022 | 53,956 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 786,118 | $74,303,873 | |
| Mega Allianz Asset Management GmbH | 643,669 | $60,839,593 | |
| Small Alternative Investment Advisors, LLC. | 64,070 | $6,055,896 | |
| Mega CITADEL ADVISORS LLC | 6,500 | $614,380 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 294 | $27,788 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 603,613 | $57,313,054 | |
| Large M&T Bank Corp | 14,864 | $1,411,335 | |
| Micro Layline Advisors, LLC | 5,172 | $491,081 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC MBB | $74,303,873 | 44.99% | 786,118 | Shares | 2026-08-27 | |
| Mega Allianz Asset Management GmbH MBB | $60,839,593 | 36.84% | 643,669 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group MBB | $15,086,053 | 9.13% | 159,607 | Shares | 2026-09-02 | |
| Small Alternative Investment Advisors, LLC. MBB | $6,055,896 | 3.67% | 64,070 | Shares | 2026-08-31 | |
| Small Advus Financial Partners, LLC MBB | $5,099,921 | 3.09% | 53,956 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC MBB | $3,052,996 | 1.85% | 32,300 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC MBB | $349,724 | 0.21% | 3,700 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC MBB | $264,656 | 0.16% | 2,800 | Put | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC MBB | $67,770 | 0.04% | 717 | Shares | 2026-08-27 | |
| Small BROWN, LISLE/CUMMINGS, INC. MBB | $27,788 | 0.02% | 294 | Shares | 2026-09-02 |