We are live on ! Find out more
MBB icon

iShares MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$947M -$33.6M -321,170 -3%
LPL Financial
2
LPL Financial
California
$291M -$140M -1,341,068 -33%
CSIA
3
Charles Schwab Investment Advisory
California
$283M +$3.69M +35,258 +1%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$228M +$5.84M +55,841 +3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$210M +$5.61M +53,716 +3%
Wells Fargo
6
Wells Fargo
California
$202M +$14.1M +135,040 +8%
KeyBank National Association
7
KeyBank National Association
Ohio
$190M +$4.18M +40,006 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$182M -$61M -583,154 -25%
AssetMark Inc
9
AssetMark Inc
California
$77.2M +$76.2M +729,108 New
Ameriprise
10
Ameriprise
Minnesota
$77.2M -$10.2M -97,241 -12%
SMA
11
Simply Money Advisors
Ohio
$73.2M -$4.49M -42,996 -6%
CC
12
Curian Capital
Colorado
$71.1M -$21M -201,185 -23%
Morgan Stanley
13
Morgan Stanley
New York
$66.7M -$18.9M -180,594 -22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$63.2M -$21.7M -207,487 -26%
SB
15
Suntrust Banks
Georgia
$58.5M -$8.04M -76,932 -12%
MAA
16
Managed Account Advisors
New Jersey
$58.3M +$5.07M +48,481 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$56.9M -$12.4M -119,029 -18%
SAS
18
Sage Advisory Services
Texas
$56.9M -$22M -210,463 -28%
Korea Investment Corp
19
Korea Investment Corp
South Korea
$53M +$52.3M +500,000 New
William Blair & Company
20
William Blair & Company
Illinois
$51.9M +$27.4M +262,228 +115%
DPIM
21
Duff & Phelps Investment Management
Illinois
$47.8M +$1.89M +18,125 +4%
LG
22
Leuthold Group
Minnesota
$47.7M -$1.04M -9,951 -2%
FA
23
FDx Advisors
Illinois
$42M -$1.63M -15,548 -4%
U
24
UBS
Switzerland
$41.2M -$12M -114,684 -23%
NA
25
Navellier & Associates
Nevada
$34.2M +$33.7M +322,796 New