Who owns iShares Lehman MBS Bond Fund?
- Ticker: MBB
- CUSIP Number: 464288588
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Lehman MBS Bond Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Lehman MBS Bond Fund stock
Who bought or sold iShares Lehman MBS Bond Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 75M | $7.1B | 14% | Dec 2023 |
|
| Jpmorgan Chase & Co | 30M | $2.8B | 11% | Dec 2023 |
|
| Charles Schwab Investment Advisory | 5.5M | $514M | 25% | Dec 2023 |
|
| Tiaa Trust, National Association | 4.2M | $393M | -1% | Dec 2023 |
|
| Bank of New York Mellon | 3.5M | $333M | -2% | Dec 2023 |
|
| Branch Banking & Trust Company | 3.2M | $301M | 0% | Dec 2023 |
|
| Stifel Financial | 3.0M | $285M | -3% | Dec 2023 |
|
| Wells Fargo & Company | 3.0M | $284M | -3% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 2.6M | $247M | 100% | Dec 2023 |
|
| Hanson McClain Advisors | 2.6M | $247M | 0% | Dec 2023 |
|
| CWM | 2.3M | $215M | 0% | Mar 2024 |
|
| Adviser Investments | 2.2M | $210M | 25% | Dec 2023 |
|
| Royal Bank of Canada | 2.2M | $204M | -6% | Dec 2023 |
|
| Us Bancorp | 2.1M | $194M | 38% | Dec 2023 |
|
| Goldman Sachs Group | 2.0M | $187M | 259% | Dec 2023 |
|
| Advisor Group Holdings | 2.0M | $188M | -33% | Dec 2023 |
|
| UBS Group | 1.7M | $164M | 8% | Dec 2023 |
|
| Midland Wealth Advisors | 1.6M | $152M | 100% | Dec 2023 |
|
| State Treasurer State Of Michigan | 1.6M | $145M | 190% | Mar 2024 |
|
| United Capital Financial Advisers | 1.5M | $146M | 22% | Dec 2023 |
|
| Quotient Wealth Partners | 1.5M | $139M | 100% | Dec 2023 |
|
| Bridgewater Associates | 1.5M | $137M | -2% | Dec 2023 |
|
| Ronald Blue Trust | 1.4M | $128M | 0% | Dec 2023 |
|
| Park Avenue Securities | 1.4M | $127M | 4% | Mar 2024 |
|
| Janney Montgomery Scott | 1.3M | $124M | 0% | Dec 2023 |
|
| Jane Street | 1.3M | $124M | 657% | Dec 2023 |
|
| Hancock Bank Trust Department | 1.3M | $118M | -6% | Dec 2023 |
|
| Sumitomo Mitsui Trust Holdings | 1.1M | $101M | 78% | Dec 2023 |
|
| Municipal Employees' Retirement System of Michigan | 1.1M | $99M | -1% | Mar 2024 |
|
| Diam | 1.0M | $96M | -7% | Dec 2023 |
|
| Bank Of Montreal | 967k | $102M | 0% | Dec 2023 |
|
| Money Design | 903k | $85M | -3% | Dec 2023 |
|
| Miracle Mile Advisors | 884k | $82M | 32% | Mar 2024 |
|
| Commonwealth Equity Services | 724k | $68M | 4% | Dec 2023 |
|
| Evoke Wealth | 639k | $60M | -8% | Dec 2023 |
|
| Sensible Financial Planning & Management | 608k | $57M | -3% | Dec 2023 |
|
| Alliancebernstein | 603k | $57M | 9% | Dec 2023 |
|
| Johnson Financial Group | 567k | $53M | 844% | Dec 2023 |
|
| Streettalk Advisors | 564k | $53M | 10% | Dec 2023 |
|
| Mirae Asset Global Investments | 540k | $51M | 8% | Dec 2023 |
|
| Haverford Trust Company | 538k | $51M | 3% | Dec 2023 |
|
| Rockland Trust | 520k | $48M | 6% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 509k | $48M | 58% | Dec 2023 |
|
| Franklin Resources | 504k | $47M | 93% | Dec 2023 |
|
| Global Assets Advisory | 503k | $5.5M | 100% | Mar 2024 |
|
| Mitsubishi UFJ Asset Management | 476k | $45M | 100% | Dec 2023 |
|
| Fisher Investments | 444k | $42M | 3% | Dec 2023 |
|
| Willis Johnson & Associates | 440k | $41M | -19% | Dec 2023 |
|
| CI Private Wealth | 426k | $40M | -40% | Dec 2023 |
|
| Raymond James & Associates | 423k | $40M | -17% | Dec 2023 |
|
| SkyView Investment Advisors | 421k | $40M | 1903% | Dec 2023 |
|
| Capital Investment Advisors | 414k | $38M | -3% | Mar 2024 |
|
| Allianz Asset Management | 410k | $39M | 0% | Dec 2023 |
|
| Conning | 388k | $37M | 0% | Dec 2023 |
|
| Pnc Financial Services | 386k | $36M | 4% | Dec 2023 |
|
| Assetmark | 383k | $36M | -56% | Dec 2023 |
|
| Capital Advisors | 357k | $34M | 100% | Dec 2023 |
|
| Manning & Napier Group | 356k | $33M | 14% | Mar 2024 |
|
| Sumitomo Mitsui Financial | 347k | $33M | 6% | Dec 2023 |
|
| Financial Gravity Wealth | 346k | $3.5B | 0% | Dec 2023 |
|
| Zurich Insurance Group Ltd/FI | 338k | $32M | 0% | Dec 2023 |
|
| Creative Planning | 333k | $31M | 5% | Dec 2023 |
|
| Citadel Advisors | 327k | $31M | -38% | Dec 2023 |
|
| Mitsubishi UFJ Trust & Banking Corp | 323k | $30M | 0% | Dec 2023 |
|
| JB Capital | 317k | $30M | -2% | Dec 2023 |
|
| Atria Wealth Solutions | 313k | $29M | 1% | Dec 2023 |
|
| Wealthsource Partners | 310k | $29M | -5% | Dec 2023 |
|
| Point72 Asset Management | 301k | $28M | 100% | Dec 2023 |
|
| Allspring Global Investments Holdings | 289k | $27M | 4% | Mar 2024 |
|
| AE Wealth Management | 287k | $27M | 13% | Dec 2023 |
|
| D. J. St. Germain | 278k | $26M | -23% | Dec 2023 |
|
| Horizon Investments | 259k | $24M | -29% | Dec 2023 |
|
| Foundations Investment Advisors | 255k | $24M | -3% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 247k | $23M | -6% | Dec 2023 |
|
| Millennium Management | 244k | $23M | 100% | Dec 2023 |
|
| Rockefeller Capital Management | 240k | $23M | -7% | Dec 2023 |
|
| Galvin, Gaustad & Stein | 238k | $22M | -2% | Mar 2024 |
|
| West Coast Financial | 236k | $22M | 19% | Mar 2024 |
|
| Bangor Savings Bank | 233k | $22M | 25% | Mar 2024 |
|
| Parnassus Investments | 233k | $22M | 55% | Dec 2023 |
|
| Change Path | 231k | $22M | -5% | Dec 2023 |
|
| Proequities | 230k | $22B | 0% | Dec 2023 |
|
| Arvest Investments | 230k | $22M | 100% | Dec 2023 |
|
| Tortoise Investment Management | 230k | $22M | -25% | Dec 2023 |
|
| Sage Advisory Services | 225k | $21M | -4% | Dec 2023 |
|
| Bsc Private Wealth Management | 223k | $21M | -39% | Dec 2023 |
|
| Horst & Graben Wealth Management | 222k | $21M | -5% | Dec 2023 |
|
| Ubs Global Asset Management Americas | 220k | $21M | 21% | Dec 2023 |
|
| Brookstone Capital Management | 215k | $20M | -2% | Mar 2024 |
|
| PointState Capital | 213k | $20M | 100% | Dec 2023 |
|
| Kuntz Lesher Capital | 210k | $20M | -10% | Dec 2023 |
|
| Pathstone Holdings | 206k | $19M | 100% | Dec 2023 |
|
| Eagle Ridge Investment Management | 198k | $18M | 1% | Mar 2024 |
|
| Parkside Investments | 198k | $18M | 133% | Mar 2024 |
|
| Advocacy Wealth Management Services | 195k | $18M | 39% | Mar 2024 |
|
| Atria Investments | 193k | $18M | -11% | Dec 2023 |
|
| Vestmark Advisory Solutions | 181k | $17M | 0% | Dec 2023 |
|
| Kingsview Wealth Management | 178k | $17M | 21% | Dec 2023 |
|
| Modera Wealth Management | 172k | $16M | 67% | Dec 2023 |
|
| Sharkey, Howes & Javer | 168k | $16M | 7% | Mar 2024 |
|
| High Falls Advisors | 166k | $16M | 1% | Dec 2023 |
|
| Mariner Wealth Advisors | 162k | $15M | 100% | Dec 2023 |
|
| CFG Asset Management | 161k | $15M | 4% | Dec 2023 |
|
| TCW Group | 158k | $15M | -2% | Dec 2023 |
|
| Natixis Asset Management Advisors | 157k | $15M | 100% | Dec 2023 |
|
| Prime Capital Investment Advisors | 156k | $15M | 196% | Dec 2023 |
|
| Private Advisor | 156k | $15M | -62% | Dec 2023 |
|
| Kestra Advisory Services | 155k | $15M | 10% | Dec 2023 |
|
| Banque Cantonale Vaudoise | 153k | $14M | 0% | Mar 2024 |
|
| Park Avenue Institutional Advisers | 152k | $14M | 16% | Dec 2023 |
|
| Nottingham Advisors | 150k | $12M | 100% | Dec 2023 |
|
| Perigon Wealth Management | 145k | $14M | 4% | Dec 2023 |
|
| LWS Wealth Advisors | 143k | $14M | 1% | Dec 2023 |
|
| Global Retirement Partners | 142k | $13M | 4% | Dec 2023 |
|
| Retirement Capital Strategies | 142k | $13M | 100% | Dec 2023 |
|
| Austin Private Wealth | 142k | $13M | 13% | Mar 2024 |
|
| Boltwood Capital Management | 142k | $13M | 3% | Mar 2024 |
|
| Motley Fool Wealth Management | 139k | $13M | 2% | Dec 2023 |
|
| Icon Wealth Advisors | 137k | $13M | 100% | Dec 2023 |
|
| Leuthold Weeden Capital Management | 135k | $13M | 577% | Dec 2023 |
|
| McKinley Carter Wealth Services | 133k | $13M | 1% | Dec 2023 |
|
| Lineweaver Wealth Advisors | 132k | $12M | 5% | Dec 2023 |
|
| Chiron Investment Management | 132k | $12M | 100% | Dec 2023 |
|
| Guggenheim Capital, LLC Managers | 131k | $12M | 11% | Dec 2023 |
|
| Betterment | 130k | $12M | -16% | Dec 2023 |
|
| Lazard Asset Management | 130k | $12M | -12% | Dec 2023 |
|
| Steel Peak Wealth Management | 130k | $12M | 15% | Mar 2024 |
|
| Lutz Financial Services | 129k | $12M | 100% | Dec 2023 |
|
| Tandem Wealth Advisors | 128k | $12M | -2% | Dec 2023 |
|
| Huntington National Bank | 128k | $12M | 12% | Dec 2023 |
|
| Lincoln Capital | 126k | $12M | 5% | Mar 2024 |
|
| Hilltop Holdings | 126k | $12M | 0% | Dec 2023 |
|
| BCJ Capital Management | 124k | $12M | 34% | Dec 2023 |
|
| Goelzer Investment Management | 119k | $11M | 9% | Dec 2023 |
|
| Huntington Asset Advisors | 117k | $11M | 90% | Dec 2023 |
|
| Shelter Mutual Insurance Company | 117k | $11M | 0% | Dec 2023 |
|
| CI Investments | 116k | $11M | -47% | Dec 2023 |
|
| H D Vest Advisory Services | 114k | $11M | 4% | Dec 2023 |
|
| Cary Street Partner Investment Advisory | 112k | $11M | -7% | Dec 2023 |
|
| Beacon Bridge Wealth Partners | 111k | $10M | 25% | Dec 2023 |
|
| Townsquare Capital | 108k | $10M | 145% | Dec 2023 |
|
| Geneos Wealth Management | 108k | $10M | -41% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 108k | $9.9M | 22% | Mar 2024 |
|
| Altfest L J & Co | 107k | $10M | 9% | Dec 2023 |
|
| Invst | 107k | $9.9M | 49% | Dec 2023 |
|
| Snider Financial Group | 106k | $9.9M | -36% | Dec 2023 |
|
| Security Financial Services | 105k | $9.7M | 25% | Mar 2024 |
|
| Orion Portfolio Solutions | 101k | $9.4M | 8% | Dec 2023 |
|
| Apex Investment Services | 99k | $9.3M | 14% | Dec 2023 |
|
| One Wealth Advisors | 98k | $9.0M | 12% | Mar 2024 |
|
| Community Trust & Investment | 96k | $9.1M | -52% | Dec 2023 |
|
| HighTower Advisors | 95k | $8.9M | -28% | Dec 2023 |
|
| Checchi Capital Advisers | 95k | $8.9M | -30% | Dec 2023 |
|
| Charles Schwab Investment Management | 94k | $8.8M | -7% | Dec 2023 |
|
| Captrust Financial Advisors | 65k | $6.1M | -38% | Dec 2023 |
|
| HPM Partners | 53k | $5.0M | -69% | Dec 2023 |
|
| Bessemer | 43k | $4.1M | -96% | Dec 2023 |
|
| Syon Capital | 21k | $2.0M | -85% | Dec 2023 |
|
Who sold out of iShares Lehman MBS Bond Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Centiva Capital | Sep 2023 | 1.9M | $170M |
| Two Sigma Investments | Sep 2023 | 500k | $44M |