13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
MBB

ISHARES MBS ETF

1,089 institutions still hold ISHARES MBS ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288588·Exchange Traded Fund·1,089 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.8%
vs prior quarter
13F value held
$25.0B
65.0% inst. owned
of float
Holders
1,089
-96 QoQ
filers reporting
Activity
+17 / −17
+935 added · −877 reduced
this quarter
Concentration
25.15%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,089 institutions reported MBB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 25.1% of the visible book. -96 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6.3B66.2M0.46%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$3.5B37.1M0.23%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.7B28.9M0.73%Q1 202604
LPL Financial LLC
CIK 0001403438
$2.7B28.0M0.71%Q1 202605
UBS Group AG
CIK 0001610520
$2.1B21.8M0.31%Q1 202606
TIAA Wealth Investment Management LLC
CIK 0002124867
$1.3B14.1M10.18%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.3B13.2M0.29%Q1 202608
MORGAN STANLEY
CIK 0000895421
$1.0B10.8M0.06%Q1 202609
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$710M7.5M2.73%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$549M5.8M0.74%Q1 202611
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$408M4.3M0.08%Q1 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$352M3.7M0.32%Q1 202613
BANK OF MONTREAL /CAN/
CIK 0000927971
$325M3.4M0.12%Q1 202614
Allworth Financial LP
CIK 0001555170
$316M3.3M1.28%Q1 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$285M3.0M0.17%Q4 202516
WELLS FARGO & COMPANY/MN
CIK 0000072971
$257M2.7M0.05%Q1 202617
State of Tennessee, Department of Treasury
CIK 0001587973
$235M2.5M0.79%Q1 202618
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$235M2.5M12.11%Q1 202619
Bank of New York Mellon Corp
CIK 0001390777
$220M2.3M0.04%Q1 202620
BlackRock, Inc.
CIK 0002012383
$211M2.2M0.00%Q1 2026
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