MBB Institutional Ownership
iShares MBS ETF
1W: -0.9%
1M: -3.6%
3M: -5.4%
YTD: -5.6%
1Y: -5.2%
3Y: +10.7%
5Y: -5.3%
$89.22
-0.33 (-0.37%)
Weekly Expected Move ±0.9%
$88
$88
$89
$90
$91
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MBB
1,111
Institutional Holders
-13 vs prior quarter
0.0%
Ownership
+0.00pp
35B
Total Invested
92
New Positions
557
Increased
330
Reduced
80
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1200 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 68,261,267 | 6.1B | +2,053,970 | +3.1% | 15Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 37,776,202 | 3.4B | +633,003 | +1.7% | 58Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 30,910,875 | 2.8B | +2,006,656 | +6.9% | 76Q | SEC ↗ |
| 4 | LPL Financial LLC | 27,128,190 | 2.4B | -856,100 | -3.1% | 54Q | SEC ↗ |
| 5 | UBS Group AG | 18,496,926 | 1.7B | -3,340,299 | -15.3% | 47Q | SEC ↗ |
| 6 | TIAA Wealth Investment Management LLC | 14,805,333 | 1.3B | +733,064 | +5.2% | 2Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 13,686,305 | 1.2B | +494,857 | +3.8% | 16Q | SEC ↗ |
| 8 | MORGAN STANLEY | 11,538,279 | 1.0B | +746,091 | +6.9% | 60Q | SEC ↗ |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 7,678,893 | $685M | +199,122 | +2.7% | 2Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 5,541,462 | $494M | -238,077 | -4.1% | 27Q | SEC ↗ |
| 11 | UBS AM, a distinct business unit of UB | 4,278,858 | $382M | -20,469 | -0.5% | 6Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 3,741,705 | $334M | +34,107 | +0.9% | 49Q | SEC ↗ |
| 13 | PNC Financial Services Group, Inc. | 3,279,174 | $293M | +172,704 | +5.6% | 15Q | SEC ↗ |
| 14 | Allworth Financial LP | 3,034,893 | $271M | -295,696 | -8.9% | 28Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 2,912,422 | $260M | +201,401 | +7.4% | 77Q | SEC ↗ |
| 16 | BANK OF MONTREAL /CAN | 2,803,720 | $250M | -621,843 | -18.2% | 53Q | SEC ↗ |
| 17 | State of Tennessee, Department of Trea | 2,654,254 | $237M | +176,145 | +7.1% | 46Q | SEC ↗ |
| 18 | MIDLAND WEALTH ADVISORS, LLC | 2,518,894 | $225M | +44,850 | +1.8% | 11Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 2,420,276 | $216M | +105,551 | +4.6% | 70Q | SEC ↗ |
| 20 | SEI INVESTMENTS CO | 2,380,025 | $212M | +185,578 | +8.5% | 15Q | SEC ↗ |
| 21 | Composition Wealth, LLC | 2,352,562 | $210M | +328,739 | +16.2% | 25Q | SEC ↗ |
| 22 | BlackRock, Inc. | 2,311,312 | $206M | +88,923 | +4.0% | 8Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 2,146,275 | $191M | +120,011 | +5.9% | 42Q | SEC ↗ |
| 24 | Envestnet Portfolio Solutions, Inc. | 2,119,612 | $189M | +188,877 | +9.8% | 12Q | SEC ↗ |
| 25 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 1,957,539 | $175M | +45,425 | +2.4% | 15Q | SEC ↗ |
| 26 | CWM, LLC | 1,927,060 | $172M | +16,950 | +0.9% | 18Q | SEC ↗ |
| 27 | OneDigital Investment Advisors LLC | 1,892,523 | $169M | +113,927 | +6.4% | 28Q | SEC ↗ |
| 28 | Dynasty Wealth Management, LLC | 1,833,567 | $164M | +73,230 | +4.2% | 10Q | SEC ↗ |
| 29 | MML INVESTORS SERVICES, LLC | 1,769,513 | $158M | +357,090 | +25.3% | 37Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 1,716,390 | $153M | +1,414,175 | +467.9% | 15Q | SEC ↗ |
| 31 | Quotient Wealth Partners, LLC | 1,685,608 | $150M | +57,515 | +3.5% | 11Q | SEC ↗ |
| 32 | Richard Bernstein Advisors LLC | 1,648,703 | $147M | +1,648,693 | +16486930.0% | 16Q | SEC ↗ |
| 33 | BESSEMER GROUP INC | 1,607,411 | $143M | +10,447 | +0.7% | 16Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 1,599,915 | $143M | +139,650 | +9.6% | 49Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 1,592,160 | $142M | +54,266 | +3.5% | 7Q | SEC ↗ |
| 36 | Mirae Asset Global Investments Co., Lt | 1,549,507 | $138M | +615,624 | +65.9% | 34Q | SEC ↗ |
| 37 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 1,544,469 | $138M | +82,276 | +5.6% | 2Q | SEC ↗ |
| 38 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,509,344 | $135M | +86,777 | +6.1% | 58Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 1,487,140 | $133M | +78,393 | +5.6% | 67Q | SEC ↗ |
| 40 | PARK AVENUE SECURITIES LLC | 1,466,815 | $131M | +135,830 | +10.2% | 25Q | SEC ↗ |
| 41 | Merit Financial Group, LLC | 1,433,945 | $128M | +70,319 | +5.2% | 18Q | SEC ↗ |
| 42 | Bridgewater Associates, LP | 1,386,800 | $124M | +26,800 | +2.0% | 18Q | SEC ↗ |
| 43 | Asset Management One Co., Ltd. | 1,225,691 | $109M | +71,479 | +6.2% | 31Q | SEC ↗ |
| 44 | Clarity Financial LLC | 1,172,019 | $105M | +611,445 | +109.1% | 2Q | SEC ↗ |
| 45 | HANCOCK WHITNEY CORP | 1,131,436 | $101M | -11,022 | -1.0% | 15Q | SEC ↗ |
| 46 | MAI Capital Management | 1,006,787 | $90M | +802,997 | +394.0% | 7Q | SEC ↗ |
| 47 | NewEdge Advisors, LLC | 984,369 | $88M | +167,127 | +20.5% | 37Q | SEC ↗ |
| 48 | Blue Trust, Inc. | 966,223 | $86M | -43,867 | -4.3% | 17Q | SEC ↗ |
| 49 | Beacon Pointe Advisors, LLC | 904,453 | $81M | +26,823 | +3.1% | 4Q | SEC ↗ |
| 50 | EXCHANGE TRADED CONCEPTS, LLC | 870,621 | $78M | +135,090 | +18.4% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 801,475 | $72M |
| Global Retirement Partners, LLC | 290,132 | $26M |
| PEAK FINANCIAL ADVISORS LLC | 208,845 | $19M |
| IFG Advisory, LLC | 145,355 | $13M |
| Tradewinds Capital Management, LLC | 122,869 | $11M |
| Quadrature Capital Ltd | 97,049 | $9M |
| Ameraudi Asset Management, Inc. | 94,349 | $8M |
| Diversify Advisory Services, LLC | 78,249 | $7M |
| a16z Perennial Management, L.P. | 69,775 | $6M |
| Avanda Investment Management Pte. L | 40,000 | $4M |
| VAQUERO PRIVATE WEALTH, LTD | 37,444 | $3M |
| Venture Visionary Partners LLC | 33,786 | $3M |
| ARQ WEALTH ADVISORS, LLC | 30,582 | $3M |
| Advisory Solutions Group, LLC | 30,454 | $3M |
| J.W. COLE ADVISORS, INC. | 27,189 | $2M |
| Qube Research & Technologies Ltd | 25,870 | $2M |
| Crabel Capital Management, LLC | 22,633 | $2M |
| GUGGENHEIM CAPITAL LLC | 18,113 | $2M |
| IMA Advisory Services, Inc. | 17,671 | $2M |
| Edgestream Partners, L.P. | 14,890 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RENAISSANCERE HOLDINGS LTD | 3,852,431 | $344M |
| EVOKE WEALTH, LLC | 886,160 | $79M |
| CIBC Asset Management Inc | 649,680 | $58M |
| Hilton Capital Management, LLC | 576,585 | $51M |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. | 523,700 | $47M |
| SkyView Investment Advisors, LLC | 503,661 | $45M |
| CITADEL ADVISORS LLC | 127,545 | $11M |
| Hudson Capital Management LLC | 105,974 | $9M |
| COMMUNITY TRUST & INVESTMENT CO | 101,182 | $9M |
| CONNABLE OFFICE INC | 97,215 | $9M |
| ANCHOR CAPITAL ADVISORS LLC | 90,920 | $8M |
| TD Asset Management Inc | 90,000 | $8M |
| RATIONAL ADVISORS, INC. | 81,858 | $7M |
| West Family Investments, Inc. | 80,697 | $7M |
| Riggs Asset Managment Co. Inc. | 64,011 | $6M |
| RETIREMENT CAPITAL STRATEGIES | 61,052 | $5M |
| Quadrant Private Wealth Management, | 35,064 | $3M |
| AlphaCentric Advisors LLC | 26,000 | $2M |
| Washington Trust Bank | 24,860 | $2M |
| Great Diamond Partners, LLC | 24,397 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +2,053,970 | +3.1% | 68,261,267 |
| ENVESTNET ASSET MANAGEMENT INC | +2,006,656 | +6.9% | 30,910,875 |
| Richard Bernstein Advisors LLC | +1,648,693 | +16486930.0% | 1,648,703 |
| GOLDMAN SACHS GROUP INC | +1,414,175 | +467.9% | 1,716,390 |
| MAI Capital Management | +802,997 | +394.0% | 1,006,787 |
| Pathstone Holdings, LLC | +794,213 | +4240.6% | 812,942 |
| MORGAN STANLEY | +746,091 | +6.9% | 11,538,279 |
| TIAA Wealth Investment Management L | +733,064 | +5.2% | 14,805,333 |
| JPMORGAN CHASE & CO | +633,003 | +1.7% | 37,776,202 |
| Mirae Asset Global Investments Co., | +615,624 | +65.9% | 1,549,507 |
| Clarity Financial LLC | +611,445 | +109.1% | 1,172,019 |
| AMERIPRISE FINANCIAL INC | +494,857 | +3.8% | 13,686,305 |
| Capital International Investors | +395,199 | +131.8% | 695,093 |
| MML INVESTORS SERVICES, LLC | +357,090 | +25.3% | 1,769,513 |
| Composition Wealth, LLC | +328,739 | +16.2% | 2,352,562 |
| State of New Jersey Common Pension | +250,000 | +55.6% | 700,000 |
| Vise Technologies, Inc. | +222,128 | +107.0% | 429,639 |
| WELLS FARGO & COMPANY/MN | +201,401 | +7.4% | 2,912,422 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +199,122 | +2.7% | 7,678,893 |
| Envestnet Portfolio Solutions, Inc. | +188,877 | +9.8% | 2,119,612 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -3,340,299 | -15.3% | 18,496,926 |
| BARCLAYS PLC | -1,728,383 | -90.4% | 184,420 |
| LPL Financial LLC | -856,100 | -3.1% | 27,128,190 |
| BANK OF MONTREAL /CAN | -621,843 | -18.2% | 2,803,720 |
| TIAA TRUST, NATIONAL ASSOCIATION | -378,902 | -60.8% | 243,877 |
| Avidian Wealth Enterprises, LLC | -355,414 | -44.2% | 448,842 |
| Allworth Financial LP | -295,696 | -8.9% | 3,034,893 |
| Independent Advisor Alliance | -245,671 | -85.0% | 43,460 |
| TRUIST FINANCIAL CORP | -238,077 | -4.1% | 5,541,462 |
| CABOT WEALTH MANAGEMENT INC | -225,498 | -64.2% | 125,676 |
| Estate Counselors, LLC | -223,334 | -95.9% | 9,485 |
| Triad Wealth Partners, LLC | -200,468 | -93.3% | 14,365 |
| Mariner, LLC | -151,145 | -67.0% | 74,484 |
| Kestra Investment Management, LLC | -149,320 | -27.4% | 395,483 |
| Johnson Financial Group, Inc. | -145,278 | -63.6% | 83,092 |
| ALLSTATE CORP | -125,127 | -70.4% | 52,648 |
| Private Advisor Group, LLC | -116,729 | -50.6% | 113,854 |
| Spectrum Investment Advisors, Inc. | -114,231 | -84.9% | 20,282 |
| JANE STREET GROUP, LLC | -94,874 | -48.2% | 102,125 |
| FEDERATED HERMES, INC. | -89,865 | -25.3% | 265,355 |