MBB
iShares MBS ETF
1W: -0.4%
1M: -1.1%
3M: -2.2%
YTD: -0.6%
1Y: +5.0%
3Y: +10.9%
5Y: -0.2%
$94.08
+0.18 (+0.19%)
Weekly Expected Move ±0.7%
$92
$93
$94
$94
$95
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MBB
1,121
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
33B
Total Invested
101
New Positions
483
Increased
432
Reduced
163
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1248 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 66,207,297 | 6.2B | -4,842,763 | -6.8% | 13Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 37,143,199 | 3.5B | +2,052,840 | +5.9% | 13Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 28,904,219 | 2.7B | +2,845,587 | +10.9% | 13Q | SEC ↗ |
| 4 | LPL Financial LLC | 27,984,290 | 2.6B | +81,121 | +0.3% | 13Q | SEC ↗ |
| 5 | UBS Group AG | 21,837,225 | 2.1B | +19,902,058 | +1028.4% | 13Q | SEC ↗ |
| 6 | TIAA Wealth Investment Management LLC NEW | 14,072,269 | 1.3B | — | +0.0% | 1Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 13,191,448 | 1.2B | -1,461,155 | -10.0% | 13Q | SEC ↗ |
| 8 | MORGAN STANLEY | 9,852,362 | $927M | +383,629 | +4.1% | 12Q | SEC ↗ |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 7,479,771 | $704M | — | +0.0% | 1Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 5,779,539 | $544M | +1,842,155 | +46.8% | 13Q | SEC ↗ |
| 11 | UBS AM, a distinct business unit of UB | 4,299,327 | $404M | +2,855,984 | +197.9% | 5Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 3,707,598 | $349M | +8,277 | +0.2% | 13Q | SEC ↗ |
| 13 | BANK OF MONTREAL /CAN | 3,425,563 | $322M | +542,039 | +18.8% | 13Q | SEC ↗ |
| 14 | Allworth Financial LP | 3,330,589 | $313M | +38,894 | +1.2% | 13Q | SEC ↗ |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 3,106,470 | $292M | +106,144 | +3.5% | 13Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 2,716,665 | $256M | +172,986 | +6.8% | 12Q | SEC ↗ |
| 17 | State of Tennessee, Department of Trea | 2,478,109 | $233M | -8,763 | -0.4% | 13Q | SEC ↗ |
| 18 | MIDLAND WEALTH ADVISORS, LLC | 2,474,044 | $233M | -290,661 | -10.5% | 10Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 2,314,725 | $218M | +201,354 | +9.5% | 13Q | SEC ↗ |
| 20 | BlackRock, Inc. | 2,222,389 | $209M | -28,218 | -1.3% | 7Q | SEC ↗ |
| 21 | SEI INVESTMENTS CO | 2,194,447 | $206M | +108,361 | +5.2% | 13Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 2,026,264 | $191M | +44,837 | +2.3% | 13Q | SEC ↗ |
| 23 | Composition Wealth, LLC | 2,023,823 | $190M | +227,772 | +12.7% | 13Q | SEC ↗ |
| 24 | Envestnet Portfolio Solutions, Inc. | 1,930,735 | $182M | -72,572 | -3.6% | 11Q | SEC ↗ |
| 25 | CWM, LLC | 1,927,060 | $181M | +16,950 | +0.9% | 13Q | SEC ↗ |
| 26 | BARCLAYS PLC | 1,912,803 | $180M | -2,480,627 | -56.5% | 4Q | SEC ↗ |
| 27 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 1,912,114 | $180M | +847,510 | +79.6% | 13Q | SEC ↗ |
| 28 | OneDigital Investment Advisors LLC | 1,778,596 | $167M | +142,822 | +8.7% | 13Q | SEC ↗ |
| 29 | Dynasty Wealth Management, LLC | 1,760,337 | $166M | +303,261 | +20.8% | 9Q | SEC ↗ |
| 30 | Richard Bernstein Advisors LLC | 1,648,703 | $155M | +1,648,693 | +16486930.0% | 13Q | SEC ↗ |
| 31 | Quotient Wealth Partners, LLC | 1,628,093 | $153M | +253,794 | +18.5% | 10Q | SEC ↗ |
| 32 | BESSEMER GROUP INC | 1,596,964 | $150M | +98,161 | +6.5% | 13Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 1,537,894 | $145M | +116,485 | +8.2% | 6Q | SEC ↗ |
| 34 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I NEW | 1,462,193 | $138M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Janney Montgomery Scott LLC | 1,460,265 | $137M | +111,462 | +8.3% | 13Q | SEC ↗ |
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,422,567 | $134M | +66,871 | +4.9% | 13Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC | 1,412,423 | $133M | -334,150 | -19.1% | 13Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 1,408,747 | $133M | +23,506 | +1.7% | 13Q | SEC ↗ |
| 39 | Bridgewater Associates, LP | 1,375,400 | $129M | +20,300 | +1.5% | 12Q | SEC ↗ |
| 40 | Merit Financial Group, LLC | 1,363,626 | $128M | +92,541 | +7.3% | 13Q | SEC ↗ |
| 41 | PARK AVENUE SECURITIES LLC | 1,330,985 | $125M | +7,354 | +0.6% | 13Q | SEC ↗ |
| 42 | Asset Management One Co., Ltd. | 1,154,212 | $109M | +141,056 | +13.9% | 13Q | SEC ↗ |
| 43 | HANCOCK WHITNEY CORP | 1,142,458 | $107M | +2,528 | +0.2% | 13Q | SEC ↗ |
| 44 | Blue Trust, Inc. | 1,010,090 | $95M | -294,983 | -22.6% | 13Q | SEC ↗ |
| 45 | Mirae Asset Global Investments Co., Lt | 933,883 | $88M | -604,652 | -39.3% | 13Q | SEC ↗ |
| 46 | EVOKE WEALTH, LLC | 886,160 | $83M | +49,374 | +5.9% | 7Q | SEC ↗ |
| 47 | Fisher Asset Management, LLC | 882,651 | $83M | -173,203 | -16.4% | 13Q | SEC ↗ |
| 48 | Beacon Pointe Advisors, LLC | 877,630 | $83M | +26,444 | +3.1% | 3Q | SEC ↗ |
| 49 | Avidian Wealth Enterprises, LLC | 804,256 | $76M | +61,069 | +8.2% | 13Q | SEC ↗ |
| 50 | Sensible Financial Planning & Manageme | 796,082 | $75M | +57,954 | +7.9% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA Wealth Investment Management L | 14,072,269 | 1.3B |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 7,479,771 | $704M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 1,462,193 | $138M |
| Clarity Financial LLC | 560,574 | $53M |
| CIBC Bancorp USA Inc. | 262,949 | $25M |
| Talon Private Wealth, LLC | 257,501 | $24M |
| JANE STREET GROUP, LLC | 196,999 | $19M |
| BlueSky Wealth Advisors, LLC | 165,545 | $16M |
| iA Global Asset Management Inc. | 135,000 | $13M |
| HRT FINANCIAL LP | 122,235 | $11M |
| Estate Counselors, LLC | 116,565 | $11M |
| Cascade Financial Partners, LLC | 97,714 | $9M |
| Scarborough Advisors, LLC | 89,008 | $8M |
| Darwin Wealth Management, LLC | 80,927 | $8M |
| Siligmueller & Norvid Wealth Adviso | 49,042 | $5M |
| Capitolis Liquid Global Markets LLC | 40,500 | $4M |
| Brucke Financial, Inc. | 39,262 | $4M |
| WESPAC Advisors SoCal, LLC | 36,992 | $3M |
| GTS FINANCIAL, LLC | 35,156 | $3M |
| Trajan Wealth LLC | 26,932 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RENAISSANCERE HOLDINGS LTD | 3,852,431 | $362M |
| NewEdge Advisors, LLC | 766,038 | $72M |
| CIBC Asset Management Inc | 649,680 | $61M |
| Hilton Capital Management, LLC | 576,585 | $54M |
| Cerity Partners OCIO LLC | 375,228 | $35M |
| READYSTATE ASSET MANAGEMENT LP | 215,945 | $20M |
| Centiva Capital, LP | 214,800 | $20M |
| Pictet North America Advisors SA | 142,234 | $13M |
| IFG Advisory, LLC | 127,562 | $12M |
| Avanda Investment Management Pte. L | 112,618 | $11M |
| Hudson Capital Management LLC | 105,974 | $10M |
| COMMUNITY TRUST & INVESTMENT CO | 101,182 | $10M |
| CONNABLE OFFICE INC | 97,215 | $9M |
| ANCHOR CAPITAL ADVISORS LLC | 90,920 | $9M |
| Vertex Planning Partners, LLC | 90,089 | $8M |
| TD Asset Management Inc | 90,000 | $8M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 85,039 | $8M |
| RATIONAL ADVISORS, INC. | 81,858 | $8M |
| Edge Wealth Management LLC | 80,590 | $8M |
| Forefront Wealth Partners, LLC | 71,706 | $7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +19,902,058 | +1028.4% | 21,837,225 |
| UBS AM, a distinct business unit of | +2,855,984 | +197.9% | 4,299,327 |
| ENVESTNET ASSET MANAGEMENT INC | +2,845,587 | +10.9% | 28,904,219 |
| JPMORGAN CHASE & CO | +2,052,840 | +5.9% | 37,143,199 |
| TRUIST FINANCIAL CORP | +1,842,155 | +46.8% | 5,779,539 |
| Richard Bernstein Advisors LLC | +1,648,693 | +16486930.0% | 1,648,703 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +847,510 | +79.6% | 1,912,114 |
| Klaas Financial Asset Advisors, LLC | +667,159 | +8982.9% | 674,586 |
| BANK OF MONTREAL /CAN | +542,039 | +18.8% | 3,425,563 |
| MORGAN STANLEY | +383,629 | +4.1% | 9,852,362 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +348,197 | +163.1% | 561,646 |
| Prestige Wealth Management Group LL | +314,291 | +17959.5% | 316,041 |
| Dynasty Wealth Management, LLC | +303,261 | +20.8% | 1,760,337 |
| Quotient Wealth Partners, LLC | +253,794 | +18.5% | 1,628,093 |
| Independent Advisor Alliance | +253,147 | +703.5% | 289,131 |
| COURIER CAPITAL LLC | +249,509 | +114.2% | 467,934 |
| Composition Wealth, LLC | +227,772 | +12.7% | 2,023,823 |
| Bank of New York Mellon Corp | +201,354 | +9.5% | 2,314,725 |
| WELLS FARGO & COMPANY/MN | +172,986 | +6.8% | 2,716,665 |
| FIFTH THIRD BANCORP | +170,403 | +11584.2% | 171,874 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | -25,388,007 | -97.6% | 622,779 |
| BANK OF AMERICA CORP /DE | -4,842,763 | -6.8% | 66,207,297 |
| BARCLAYS PLC | -2,480,627 | -56.5% | 1,912,803 |
| AMERIPRISE FINANCIAL INC | -1,461,155 | -10.0% | 13,191,448 |
| Annex Advisory Services, LLC | -890,094 | -98.6% | 12,914 |
| Stockman Wealth Management, Inc. | -645,738 | -61.9% | 397,518 |
| Mirae Asset Global Investments Co., | -604,652 | -39.3% | 933,883 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -455,365 | -48.8% | 477,622 |
| GOLDMAN SACHS GROUP INC | -357,599 | -54.2% | 302,215 |
| MML INVESTORS SERVICES, LLC | -334,150 | -19.1% | 1,412,423 |
| Rockefeller Capital Management L.P. | -309,592 | -48.9% | 323,110 |
| Blue Trust, Inc. | -294,983 | -22.6% | 1,010,090 |
| MIDLAND WEALTH ADVISORS, LLC | -290,661 | -10.5% | 2,474,044 |
| Corient Private Wealth LLC | -200,873 | -24.7% | 612,593 |
| US BANCORP \DE | -187,669 | -37.5% | 313,324 |
| Fisher Asset Management, LLC | -173,203 | -16.4% | 882,651 |
| Financial Advocates Investment Mana | -150,499 | -90.8% | 15,174 |
| ALLSTATE CORP | -126,278 | -41.5% | 177,775 |
| Integrated Wealth Concepts LLC | -115,420 | -40.5% | 169,338 |
| World Investment Advisors | -114,844 | -50.9% | 110,922 |