MBBA Institutional Ownership
iShares Mortgage-Backed Securities Active ETF
1W: -0.8%
1M: -3.4%
3M: -5.6%
YTD: -5.8%
$46.91
-0.04 (-0.09%)
Weekly Expected Move ±1.1%
$46
$46
$47
$47
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MBBA
35
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
107M
Total Invested
4
New Positions
10
Increased
12
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 885,221 | $42M | +724,317 | +450.2% | 2Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 857,236 | $40M | +722,626 | +536.8% | 2Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 95,288 | $4M | -6,832 | -6.7% | 2Q | SEC ↗ |
| 4 | BlackRock, Inc. | 94,089 | $4M | +1,792 | +1.9% | 2Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 88,966 | $4M | -3,546 | -3.8% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY | 22,340 | $1M | -225 | -1.0% | 2Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 18,713 | $878K | -2,112 | -10.1% | 2Q | SEC ↗ |
| 8 | LPL Financial LLC | 13,394 | $628K | +1,230 | +10.1% | 2Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 9,783 | $459K | -17 | -0.2% | 2Q | SEC ↗ |
| 10 | Tilson Financial Group, Inc. | 8,156 | $383K | +98 | +1.2% | 2Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 7,417 | $348K | -11,956 | -61.7% | 2Q | SEC ↗ |
| 12 | DROMS STRAUSS ADVISORS INC /MO/ /ADV NEW | 7,417 | $348K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Cresset Asset Management, LLC | 7,378 | $346K | — | +0.0% | 2Q | SEC ↗ |
| 14 | American Trust NEW | 5,617 | $263K | — | +0.0% | 1Q | SEC ↗ |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | 4,838 | $227K | -67 | -1.4% | 2Q | SEC ↗ |
| 16 | Focus Partners Wealth | 4,595 | $216K | — | +0.0% | 2Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 2,130 | $100K | — | +0.0% | 2Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 2,047 | $96K | +77 | +3.9% | 2Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 1,556 | $73K | +224 | +16.8% | 2Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 1,179 | $55K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Allworth Financial LP | 996 | $47K | — | +0.0% | 2Q | SEC ↗ |
| 22 | ENTRUST FINANCIAL LLC | 458 | $21K | +5 | +1.1% | 2Q | SEC ↗ |
| 23 | PEOPLES FINANCIAL SERVICES CORP. | 425 | $20K | — | +0.0% | 2Q | SEC ↗ |
| 24 | MERCER GLOBAL ADVISORS INC /ADV NEW | 270 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Vision Retirement, LLC | 208 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 26 | DUNCKER STREETT & CO INC | 167 | $8K | +2 | +1.2% | 2Q | SEC ↗ |
| 27 | Golden State Wealth Management, LLC | 94 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 28 | Steward Partners Investment Advisory, | 66 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 29 | UBS Group AG | 64 | $3K | -8,134 | -99.2% | 2Q | SEC ↗ |
| 30 | Global Retirement Partners, LLC NEW | 64 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Tradewinds Capital Management, LLC | 55 | $3K | +1 | +1.9% | 2Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 55 | $3K | -75 | -57.7% | 2Q | SEC ↗ |
| 33 | JANE STREET GROUP, LLC | 0 | $0K | -10,848 | -100.0% | 1Q | SEC ↗ |
| 34 | Stratos Wealth Partners, LTD. | 0 | $0K | -5,505 | -100.0% | 1Q | SEC ↗ |
| 35 | Scarborough Advisors, LLC | 0 | $0K | -156 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| DROMS STRAUSS ADVISORS INC /MO/ /AD | 7,417 | $348K |
| American Trust | 5,617 | $263K |
| MERCER GLOBAL ADVISORS INC /ADV | 270 | $13K |
| Global Retirement Partners, LLC | 64 | $3K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 10,848 | $509K |
| Stratos Wealth Partners, LTD. | 5,505 | $258K |
| Scarborough Advisors, LLC | 156 | $7K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +724,317 | +450.2% | 885,221 |
| PNC Financial Services Group, Inc. | +722,626 | +536.8% | 857,236 |
| BlackRock, Inc. | +1,792 | +1.9% | 94,089 |
| LPL Financial LLC | +1,230 | +10.1% | 13,394 |
| OSAIC HOLDINGS, INC. | +224 | +16.8% | 1,556 |
| Tilson Financial Group, Inc. | +98 | +1.2% | 8,156 |
| WELLS FARGO & COMPANY/MN | +77 | +3.9% | 2,047 |
| ENTRUST FINANCIAL LLC | +5 | +1.1% | 458 |
| DUNCKER STREETT & CO INC | +2 | +1.2% | 167 |
| Tradewinds Capital Management, LLC | +1 | +1.9% | 55 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -11,956 | -61.7% | 7,417 |
| UBS Group AG | -8,134 | -99.2% | 64 |
| BANK OF AMERICA CORP /DE | -6,832 | -6.7% | 95,288 |
| RAYMOND JAMES FINANCIAL INC | -3,546 | -3.8% | 88,966 |
| CITADEL ADVISORS LLC | -2,112 | -10.1% | 18,713 |
| MORGAN STANLEY | -225 | -1.0% | 22,340 |
| NewEdge Advisors, LLC | -75 | -57.7% | 55 |
| FLAGSHIP HARBOR ADVISORS, LLC | -67 | -1.4% | 4,838 |
| ROYAL BANK OF CANADA | -17 | -0.2% | 9,783 |