13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
MBB

ISHARES MBS ETF

1,100 institutions still hold ISHARES MBS ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288588·Exchange Traded Fund·1,100 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$25.1B
visible holders
Holders
1,100
filers reporting
Concentration
25.68%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

1,100 institutions reported MBB in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 25.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6.5B68.3M0.42%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$3.6B37.8M0.20%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2.9B30.9M0.69%Q2 202604
LPL Financial LLC
CIK 0001403438
$2.6B27.1M0.58%Q2 202605
UBS Group AG
CIK 0001610520
$1.7B18.5M0.22%Q2 202606
TIAA Wealth Investment Management LLC
CIK 0002124867
$1.4B14.8M9.38%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.3B13.7M0.26%Q2 202608
MORGAN STANLEY
CIK 0000895421
$1.1B11.5M0.06%Q2 202609
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$726M7.7M2.50%Q2 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$524M5.5M0.63%Q2 202611
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$404M4.3M0.07%Q2 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$354M3.7M0.29%Q2 202613
Allworth Financial LP
CIK 0001555170
$287M3.0M1.22%Q2 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$285M3.0M0.17%Q4 202515
WELLS FARGO & COMPANY/MN
CIK 0000072971
$275M2.9M0.04%Q2 202616
BANK OF MONTREAL /CAN/
CIK 0000927971
$265M2.8M0.09%Q2 202617
State of Tennessee, Department of Treasury
CIK 0001587973
$251M2.7M0.75%Q2 202618
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$238M2.5M11.19%Q2 202619
Bank of New York Mellon Corp
CIK 0001390777
$229M2.4M0.04%Q2 202620
SEI INVESTMENTS CO
CIK 0000350894
$225M2.4M0.20%Q2 2026
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