Who owns iShares Mortgage-Backed Securities Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MBBA from SEC Form 13F filings across 31 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 31 institutions disclosed 2.1M shares of iShares Mortgage-Backed Securities Active ETF worth $106.5M — about 84.5% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
31
13F holders
$106.5M
value, 2026 filers
84.5%
of shares outstanding (2.1M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MBBA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 885,221 | $44.1M | 0.0% | 34.9% | +450.2% |
| 2 | PNC Financial Services Group, Inc. | 857,236 | $42.7M | 0.0% | 33.8% | +536.8% |
| 3 | BANK OF AMERICA CORP /DE/ | 95,288 | $4.7M | 0.0% | 3.8% | -6.7% |
| 4 | BlackRock, Inc. | 94,089 | $4.7M | 0.0% | 3.7% | +1.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 88,966 | $4.4M | 0.0% | 3.5% | -3.8% |
| 6 | MORGAN STANLEY | 22,340 | $1.1M | 0.0% | 0.9% | -1.0% |
| 7 | CITADEL ADVISORS LLC | 18,713 | $931,346 | 0.0% | 0.7% | -10.1% |
| 8 | LPL Financial LLC | 13,394 | $666,619 | 0.0% | 0.5% | +10.1% |
| 9 | ROYAL BANK OF CANADA | 9,783 | $487,000 | 0.0% | 0.4% | -0.2% |
| 10 | Tilson Financial Group, Inc. | 8,156 | $405,924 | 0.1% | 0.3% | +1.2% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 7,417 | $369,130 | 0.0% | 0.3% | -61.7% |
| 12 | DROMS STRAUSS ADVISORS INC /MO/ /ADVNEW | 7,417 | $369,144 | 0.1% | 0.3% | new |
| 13 | Cresset Asset Management, LLC | 7,378 | $367,203 | 0.0% | 0.3% | 0.0% |
| 14 | American TrustNEW | 5,617 | $279,567 | 0.0% | 0.2% | new |
| 15 | FLAGSHIP HARBOR ADVISORS, LLC | 4,838 | $240,788 | 0.0% | 0.2% | -1.4% |
| 16 | Focus Partners Wealth | 4,595 | $228,693 | 0.0% | 0.2% | 0.0% |
| 17 | JPMORGAN CHASE & CO | 2,130 | $106,351 | 0.0% | 0.1% | 0.0% |
| 18 | WELLS FARGO & COMPANY/MN | 2,047 | $101,879 | 0.0% | 0.1% | +3.9% |
| 19 | OSAIC HOLDINGS, INC. | 1,556 | $77,486 | 0.0% | 0.1% | +16.8% |
| 20 | Rockefeller Capital Management L.P. | 1,179 | $58,679 | 0.0% | 0% | 0.0% |
| 21 | Allworth Financial LP | 996 | $49,571 | 0.0% | 0% | 0.0% |
| 22 | ENTRUST FINANCIAL LLC | 458 | $22,808 | 0.0% | 0% | +1.1% |
| 23 | PEOPLES FINANCIAL SERVICES CORP. | 425 | $21,152 | 0.0% | 0% | 0.0% |
| 24 | Vision Retirement, LLC | 208 | $10,352 | 0.0% | 0% | 0.0% |
| 25 | DUNCKER STREETT & CO INC | 167 | $8,312 | 0.0% | 0% | +1.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.