Security record · archived quarter
MBB
iShares MBS ETF · Financial Services · Asset Management - Bonds
82Tracked holders
+1Δ holders
240.46MShares held
$22.89BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow -27.1% ·
net new positions +1.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | 0 | 263.44M | $24.91B | +3 | −4 |
| Q1 2026 | 83 | 0 | 262.21M | $24.89B | +7 | −7 |
| Q4 2025 | 82 | +1 | 240.46M | $22.89B | +1 | n/a |
| Q3 2025 | 10 | +1 | 139.84M | $13.31B | +1 | n/a |
| Q2 2025 | 6 | -1 | 25.46M | $2.39B | n/a | −1 |
| Q1 2025 | 5 | -2 | 22.52M | $2.11B | n/a | −2 |
| Q4 2024 | 7 | +1 | 21.62M | $1.98B | +1 | n/a |
| Q3 2024 | 6 | +2 | 19.96M | $1.91B | +3 | −1 |
| Q2 2024 | 4 | n/a | 18.47M | $1.70B | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 71.05M | n/a | $6.77B | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 2 | JPMorgan Chase ✦ | 35.09M | -66.0% | $3.34B | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 3 | LPL Financial LLC | 27.90M | n/a | $2.66B | 0.7% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 26.06M | n/a | $2.48B | 0.7% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 14.65M | n/a | $1.39B | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 9.85M | +4.0% | $938.14M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Barclays Plc | 4.39M | n/a | $418.34M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 3.94M | n/a | $374.92M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 9 | Stifel Financial Corp | 3.70M | n/a | $352.25M | 0.3% | n/c | 1 | SEC ↗ ×7 |
| 10 | Pnc Financial Services Group, Inc. | 3.00M | n/a | $285.69M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 11 | Bank Of Montreal /Can/ | 2.88M | n/a | $274.57M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 12 | Wells Fargo & Company/Mn | 2.72M | n/a | $258.68M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 13 | BlackRock ✦ (passive) | 2.25M | -5.4% | $214.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 14 | Bank of New York Mellon Corp | 2.11M | n/a | $201.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 15 | Sei Investments Co | 2.09M | n/a | $198.64M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 1.98M | n/a | $188.67M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 1.94M | n/a | $184.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Cwm, Llc | 1.91M | n/a | $181.88M | 0.5% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 1.75M | n/a | $166.31M | 0.4% | n/c | 1 | SEC ↗ |
| 20 | Mirae Asset Global Investments Co.… | 1.54M | n/a | $146.50M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 21 | UBS AM, a distinct business unit of… | 1.44M | n/a | $137.44M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 1.42M | n/a | $135.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Royal Bank Of Canada | 1.39M | n/a | $131.90M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 24 | Bridgewater Associates ✦ | 1.38M | +1.5% | $130.97M | 0.5% | ▲ Add | 7 | SEC ↗ |
| 25 | Fisher Asset Management ✦ | 1.06M | -95.3% | $100.54M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 26 | Asset Management One Co., Ltd. | 1.01M | n/a | $96.71M | 0.3% | n/c | 1 | SEC ↗ |
| 27 | BNP Paribas Asset Management… | 932.99K | n/a | $88.84M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Alliancebernstein L.P. | 768.22K | n/a | $73.15M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 813.47K | n/a | $68.09M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Allianz Asset Management GmbH | 708.35K | n/a | $67.45M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 675.76K | n/a | $64.35M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | CIBC Asset Management Inc | 649.68K | n/a | $61.86M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Sumitomo Mitsui Trust Group, Inc. | 638.65K | n/a | $60.81M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Us Bancorp \De\ | 500.99K | n/a | $47.70M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 35 | Korea Investment CORP | 500.00K | n/a | $47.61M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 496.93K | n/a | $47.37M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 37 | Fidelity (FMR) ✦ | 351.63K | -0.7% | $33.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Franklin Resources Inc | 337.73K | n/a | $32.16M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 39 | Baird Financial Group, Inc. | 336.83K | n/a | $32.07M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 40 | Goldman Sachs Group ✦ | 333.81K | -16.8% | $31.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 41 | Rockefeller Capital Management L.P. | 316.16K | n/a | $30.11M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Mitsubishi UFJ Trust & Banking Corp | 304.36K | n/a | $28.98M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Capital International Investors | 294.57K | n/a | $28.05M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Federated Hermes, Inc. | 239.24K | n/a | $22.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | HighTower Advisors, LLC | 229.37K | n/a | $21.84M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 213.45K | n/a | $20.34M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mariner, LLC | 213.57K | n/a | $20.34M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Financial Engines Advisors L.L.C. | 196.26K | n/a | $18.69M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northern Trust Corp | 188.14K | n/a | $17.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Cerity Partners LLC | 180.91K | n/a | $17.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | First Trust Advisors Lp | 167.17K | n/a | $15.92M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 163.86K | n/a | $15.60M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 127.98K | n/a | $12.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Bnp Paribas Financial Markets | 118.82K | n/a | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Lazard Asset Management Llc | 118.71K | n/a | $11.30M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Creative Planning | 117.62K | n/a | $11.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Focus Partners Wealth | 116.90K | n/a | $11.13M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Pictet Asset Management Holding SA | 106.00K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Td Asset Management Inc | 90.00K | n/a | $8.57M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 87.06K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Captrust Financial Advisors | 66.34K | n/a | $6.32M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Mercer Global Advisors Inc /Adv | 50.65K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Jones Financial Companies Lllp | 45.31K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Hsbc Holdings Plc | 30.09K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 65 | Loomis Sayles & Co L P | 22.15K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Gotham Asset Management ✦ | 14.23K | +17.8% | $1.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 67 | Prudential Financial Inc | 13.72K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Brown Advisory Inc | 12.97K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Tidal Investments LLC | 11.46K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 10.95K | +20.1% | $1.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 71 | Lido Advisors, LLC | 9.79K | n/a | $931,549 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Renaissance Technologies ✦ | 8.39K | New | $798,515 | 0.0% | New | 1 | SEC ↗ |
| 73 | Millennium Management ✦ | 8.31K | +96.6% | $791,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 7.07K | n/a | $673,728 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Blair William & Co/Il | 5.80K | n/a | $552,276 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Squarepoint Ops LLC | 4.48K | n/a | $426,681 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Principal Financial Group Inc | 3.13K | n/a | $297,316 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Qube Research & Technologies Ltd | 2.15K | n/a | $205,199 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 1.91K | n/a | $181,489 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Kayne Anderson Rudnick Investment… | 1.85K | n/a | $176,735 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Fifth Third Bancorp | 1.47K | n/a | $140,069 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Nomura Asset Management Co Ltd | 100 | n/a | $9,522 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $798,515 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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