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Security record · archived quarter

MBB

iShares MBS ETF · Financial Services · Asset Management - Bonds

93.77 +0.5% mkt cap $40.02B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
5Tracked holders
-2Δ holders
22.52MShares held
$2.11BReported value
+0New positions
−2Exits
Strongly Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -28.6% · share flow +4.2% · net new positions -20.0%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 82 0 263.69M $24.94B +3 −3
Q1 2026 83 0 262.21M $24.89B +7 −7
Q4 2025 82 +1 240.46M $22.89B +1
Q3 2025 10 +1 139.84M $13.31B +1
Q2 2025 6 -1 25.46M $2.39B −1
Q1 2025 5 -2 22.52M $2.11B −2
Q4 2024 7 +1 21.62M $1.98B +1
Q3 2024 6 +2 19.96M $1.91B +3 −1
Q2 2024 4 18.47M $1.70B
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fisher Asset Management 21.04M +6.8% $1.97B 0.9% ▲ Add 4 SEC ↗
2 Bridgewater Associates 1.45M +0.9% $135.76M 0.6% ▲ Add 4 SEC ↗
3 Gotham Asset Management 12.07K +55.1% $1.13M 0.0% ▲ Add 2 SEC ↗
4 AQR Capital Management 10.13K +11.4% $950,367 0.0% ▲ Add 3 SEC ↗
5 Point72 Asset Management 10.00K 0.0% $937,800 0.0% Held 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Citadel Advisors $24.42M was 0.0%
Marshall Wace $17.36M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,012 holders, 329.07M shares, $30.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API