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Who Owns iShares MBS ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MBS ETF.

Who crossed 5% of MBB →
Managers holding
42
as of 2026-09-30
Reported value
$370.3M
summed across filings
Shares held
4.1M
Added vs trimmed
18 / 19
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.7M shadded$153.3M
ROCKLAND TRUST COMBS ETF663.6K shadded$59.5M
Avidian Wealth Enterprises, LLCMBS ETF439.2K shtrimmed$39.4M
Bangor Savings BankMBS ETF429.1K shadded$38.5M
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCMBS ETF221K shadded$19.8M
Galvin, Gaustad & Stein, LLCMBS ETF191.3K shtrimmed$17.1M
McNaughton Wealth Management, LLCMBS ETF59.3K shtrimmed$5.3M
Farther Finance Advisors, LLCETF58.5K shtrimmed$5.2M
Monument Capital ManagementMBS ETF56.8K shadded$5.1M
Insight Wealth Strategies, LLCMBS ETF49.5K shadded$4.4M
Balefire, LLCMBS ETF26.4K shadded$2.4M
Venture Visionary Partners LLCMBS ETF26.3K shtrimmed$2.4M
Intelligence Driven Advisers, LLCMBS ETF26.2K shadded$2.3M
Invariant Investment ManagementMBS ETF20.5K shadded$1.8M
Rosenberg Matthew HamiltonETF19.6K shadded$1.8M
SAPIENT CAPITAL LLCMBS ETF19.1K shtrimmed$1.7M
BOS Asset Management, LLCMBS ETF17.4K shadded$1.6M
TITLEIST ASSET MANAGEMENT, LLCMBS ETF11.8K shtrimmed$1.1M
Acropolis Investment Management, LLCMBS ETF11K shadded$989K
Cassilly Financial Group LLCMBS ETF10.5K shtrimmed$945.4K
FC Advisory LLCMBS ETF9.2K shadded$822.6K
Central Pacific Bank - Trust DivisionMBS ETF7.9K shadded$711.7K
Cooper Financial GroupMBS ETF7.5K shtrimmed$671.5K
Successful Portfolios LLCMBS ETF6.9K shadded$615.2K
Sound Income Strategies, LLCMBS ETF4.9K shtrimmed$441.9K
Delta Wealth Advisors LLCMBS ETF3.8K shadded$343.4K
Apella Capital, LLCMBS ETF3.5K shtrimmed$312.2K
Whalen Wealth Management Inc.MBS ETF3.4K shtrimmed$307.5K
Financial Enhancement Group LLCMBS ETF3.4K shtrimmed$303.7K
CENTRAL BANK & TRUST COEquities2.9K shtrimmed$262.7K
Valeo Financial Advisors, LLCETF2.9K shadded$261.6K
Tactive Advisors, LLCMBS ETF2.9K shtrimmed$260.6K
CoreCap Advisors, LLCETF2.5K shtrimmed$226.3K
TOMPKINS FINANCIAL CORPMBS ETF795 shheld$71.2K
Wealth Enhancement Trust Services, Inc.MBS ETF741 sh—$66.4K
EASTERN BANKMBS ETF215 shheld$19.3K
GILPIN WEALTH MANAGEMENT, LLCMBS ETF132 shtrimmed$11.8K
TOTH FINANCIAL ADVISORY CORPMBS ETF68 shtrimmed$6.1K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund62 shadded$5.6K
MJT & Associates Financial Advisory Group, Inc.ETF39 shheld$3.5K
GK Wealth Management LLCMBS ETF24 sh—$2.2K
Retirement Wealth Solutions LLCMBS ETF11 shtrimmed$1K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on MBB

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