MBB · Insider trading · 13F holders · Congress trades
iShares MBS ETF (MBB)
Who is buying and selling MBB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 264
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 6
MBB at a glance
- No open-market insider purchases or sales of MBB were filed in the last 90 days.
- 264 13F filers hold MBB among their 50 largest positions, worth $20.6B combined, including Ray Dalio. The biggest bets by portfolio weight are Midland Wealth Advisors, LLC (13.2%), Clarity Financial LLC (9.5%) and TIAA Wealth Investment Management LLC (9.4%). In their latest 13Fs, 3 managers opened a new position and 104 added to one.
- Members of Congress have disclosed 10 MBB trades since 2023, 4 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
- MBB last closed at $91.88 on Oct 30, 2026.
MBB insider trading
No open-market insider purchases or sales of MBB were filed in the last 90 days.
Who owns MBB? Hedge funds and superinvestors
264 13F filers hold MBB among their 50 largest positions, worth $20.6B combined, including Ray Dalio. The biggest bets by portfolio weight are Midland Wealth Advisors, LLC (13.2%), Clarity Financial LLC (9.5%) and TIAA Wealth Investment Management LLC (9.4%). In their latest 13Fs, 3 managers opened a new position and 104 added to one.
Superinvestors holding MBB: Ray Dalio 0.5%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bank of America Corp /de/Bank & trust | 0.4% | $6.5B | 68,261,267 | +3.1% shares | Q2 2026 |
| Envestnet Asset Management IncWealth manager | 0.7% | $2.9B | 30,910,875 | +6.9% shares | Q2 2026 |
| LPL Financial LLCWealth manager | 0.6% | $2.6B | 27,128,190 | -3.1% shares | Q2 2026 |
| TIAA Wealth Investment Management LLCAsset manager | 9.4% | $1.4B | 14,805,333 | +5.2% shares | Q2 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 2.5% | $725.8M | 7,678,893 | +2.7% shares | Q2 2026 |
| Truist Financial CorpBank & trust | 0.6% | $523.8M | 5,541,462 | -4.1% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 1.2% | $286.9M | 3,034,893 | -8.9% shares | Q2 2026 |
| Midland Wealth Advisors, LLCInstitutional asset manager | 13.2% | $286.5M | 3,196,616 | +26.9% shares | Q3 2026 |
| State of Tennessee, Department of TreasuryInvestment manager | 0.7% | $250.9M | 2,654,254 | +7.1% shares | Q2 2026 |
| Composition Wealth, LLCWealth manager | 2.6% | $222.4M | 2,352,562 | +16.2% shares | Q2 2026 |
| Envestnet Portfolio Solutions, Inc.Wealth manager | 1.0% | $200.3M | 2,119,612 | +9.8% shares | Q2 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 2.4% | $184.6M | 2,059,309 | +5.2% shares | Q3 2026 |
| Cwm, LLCWealth manager | 0.5% | $183.0M | 1,927,060 | +0.9% shares | Q1 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 1.5% | $178.9M | 1,892,523 | +6.4% shares | Q2 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 1.3% | $173.3M | 1,833,567 | +4.2% shares | Q2 2026 |
| Quotient Wealth Partners, LLCWealth manager | 3.8% | $159.3M | 1,685,608 | +3.5% shares | Q2 2026 |
| Richard Bernstein Advisors LLCHedge fund | 4.5% | $156.5M | 1,648,703 | — | Q1 2026 |
| Ferguson Wellman Capital Management, IncWealth manager | 1.8% | $153.3M | 1,711,063 | +10.8% shares | Q3 2026 |
| United Capital Financial Advisors, LLCWealth manager | 0.8% | $142.8M | 1,509,344 | +6.1% shares | Q2 2026 |
| Merit Financial Group, LLCWealth manager | 0.8% | $135.5M | 1,433,945 | +5.2% shares | Q2 2026 |
| Ray DalioHedge fund | 0.5% | $131.1M | 1,386,800 | +2.0% shares | Q2 2026 |
| Clarity Financial LLCWealth manager | 9.5% | $110.8M | 1,172,019 | +109.1% shares | Q2 2026 |
| Hancock Whitney CorpBank & trust | 1.8% | $106.9M | 1,131,436 | -1.0% shares | Q2 2026 |
| Evoke Wealth, LLCWealth manager | 1.6% | $84.1M | 886,160 | +5.9% shares | Q1 2026 |
| Blue Trust, Inc.Investment manager | 0.9% | $81.1M | 904,461 | -6.4% shares | Q3 2026 |
| Exchange Traded Concepts, LLCMutual fund manager | 0.3% | $73.6M | 820,807 | -5.7% shares | Q3 2026 |
| Mill Creek Capital Advisors, LLCAsset manager | 1.5% | $72.9M | 767,705 | +2.8% shares | Q1 2026 |
| Nottingham Advisors, Inc.Institutional asset manager | 8.6% | $70.4M | 787,190 | -3.6% shares | Q3 2026 |
| Dakota Wealth ManagementWealth manager | 1.3% | $68.1M | 720,721 | +19.4% shares | Q2 2026 |
| Klaas Financial Asset Advisors, LLCWealth manager | 8.5% | $67.7M | 755,894 | +3.1% shares | Q3 2026 |
The 30 largest of 264 positions, by value. Each manager counts with its latest 13F (Q3 2026: 91, Q2 2026: 165, Q1 2026: 8). Screen MBB in the grand portfolio →
MBB stock trades by members of Congress
Members of Congress have disclosed 10 MBB trades since 2023, 4 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 21, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 9, 2026 | -0.4% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | May 27, 2026 | -2.6% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | May 13, 2026 | -2.6% |
| Mar 6, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | Feb 6, 2026 | -3.8% |
| Feb 15, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Jan 23, 2026 | -3.8% |
| Dec 8, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Nov 21, 2025 | -3.8% |
| Oct 10, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Sep 16, 2025 | -4.0% |
| Sep 12, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Aug 1, 2025 | -2.0% |
| Oct 18, 2024 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 6, 2024 | -4.2% |
| Dec 12, 2023 | John BoozmanR-AR · Senate | Buy | $1K–15K | Nov 7, 2023 | +3.3% |
Analysis mentioning MBB
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MBB questions and answers
Are insiders buying MBB stock?
No open-market insider purchases or sales of MBB were filed in the last 90 days.
Which hedge funds own MBB?
264 13F filers hold MBB among their 50 largest positions, worth $20.6B combined, including Ray Dalio. The biggest bets by portfolio weight are Midland Wealth Advisors, LLC (13.2%), Clarity Financial LLC (9.5%) and TIAA Wealth Investment Management LLC (9.4%). In their latest 13Fs, 3 managers opened a new position and 104 added to one.
Has Congress traded MBB?
Members of Congress have disclosed 10 MBB trades since 2023, 4 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
Who is the largest holder of MBB?
Among 13F filers, Bank of America Corp /de/ reports the largest MBB position, $6.5B (68,261,267 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Midland Wealth Advisors, LLC's: 13.2% of its portfolio.
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