Who owns iShares Lehman MBS Bond Fund?

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Analyze quarterly positions in iShares Lehman MBS Bond Fund with up to 7 years of data, all consolidated into one spreadsheet

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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 66M $6.3B 100% Mar 2026
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Envestnet Asset Management 29M $2.7B 11% Mar 2026
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LPL Financial 28M $2.7B 0% Mar 2026
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UBS Group 22M $2.1B 1028% Mar 2026
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TIAA Wealth Investment Management 14M $1.3B 100% Mar 2026
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Ameriprise Financial 13M $1.3B -10% Mar 2026
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Morgan Stanley 11M $1.0B 10% Mar 2026
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Tiaa-cref Individual & Institutional Services 7.5M $710M 100% Mar 2026
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Branch Banking & Trust Company 5.8M $549M 47% Mar 2026
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Ubs Global Asset Management Americas 4.3M $408M 198% Mar 2026
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Stifel Financial 3.7M $352M 0% Mar 2026
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Bank Of Montreal 3.4M $325M 100% Mar 2026
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Hanson McClain Advisors 3.3M $316M 1% Mar 2026
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Pnc Financial Services 3.1M $295M 4% Mar 2026
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Wells Fargo & Company 2.7M $257M 0% Mar 2026
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State of Tennessee, Treasury Department 2.5M $235M 0% Mar 2026
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Midland Wealth Advisors 2.5M $235M -11% Mar 2026
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Bank of New York Mellon 2.3M $220M 10% Mar 2026
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BlackRock 2.2M $211M -1% Mar 2026
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Sei Investments 2.2M $208M 5% Mar 2026
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Cetera Investment Advisers 2.0M $192M 2% Mar 2026
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Miracle Mile Advisors 2.0M $192M 13% Mar 2026
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Envestnet Portfolio Solutions 1.9M $183M -4% Mar 2026
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CWM 1.9M $183M 1% Mar 2026
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Barclays 1.9M $182M -56% Mar 2026
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CliftonLarsonAllen Wealth Advisors 1.9M $182M 80% Mar 2026
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Resources Investment Advisors 1.8M $169M 9% Mar 2026
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Dynasty Wealth Management 1.8M $167M 21% Mar 2026
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Richard Bernstein Advisors 1.6M $157M 16486930% Mar 2026
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Quotient Wealth Partners 1.6M $155M 18% Mar 2026
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Bessemer 1.6M $151M 7% Mar 2026
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Raymond James Financial 1.5M $146M 8% Mar 2026
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Ferguson Wellman Capital Management 1.5M $139M 100% Mar 2026
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Janney Montgomery Scott 1.5M $139M 8% Mar 2026
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United Capital Financial Advisers 1.4M $135M 5% Mar 2026
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Mml Investors Services 1.4M $134M -19% Mar 2026
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Royal Bank of Canada 1.4M $134M 100% Mar 2026
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Merit Financial Group 1.4M $130M 7% Mar 2026
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Bridgewater Associates 1.4M $129M -1% Mar 2026
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Park Avenue Securities 1.3M $126M 1% Mar 2026
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Diam 1.2M $110M 14% Mar 2026
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Hancock Bank Trust Department 1.1M $108M 0% Mar 2026
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Ronald Blue Trust 1.0M $96M -23% Mar 2026
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Mirae Asset Global Investments 934k $89M -39% Mar 2026
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Evoke Wealth 886k $84M 6% Mar 2026
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Fisher Investments 883k $84M -16% Mar 2026
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Beacon Pointe Advisors 878k $83M 3% Mar 2026
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Alliancebernstein 826k $79M 8% Mar 2026
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Goss Wealth Management 817k $78M 7% Mar 2026
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Streettalk Advisors 804k $76M 8% Mar 2026
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Nottingham Advisors 795k $76M 17% Mar 2026
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Mill Creek Capital Advisors 768k $73M 3% Mar 2026
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Exchange Traded Concepts 736k $70M 7% Mar 2026
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Kovitz Investment Group Partners 710k $67M 10% Mar 2026
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Commonwealth Equity Services 688k $65M 2% Mar 2026
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Sumitomo Mitsui Trust Holdings 686k $65M 7% Mar 2026
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Klaas Financial Asset Advisors 675k $64M 8983% Mar 2026
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Allianz Asset Management 669k $64M -6% Mar 2026
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Rockland Trust 641k $61M 6% Jun 2026
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Lutz Financial Services 632k $60M 6% Mar 2026
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Tiaa Trust, National Association 623k $59M -98% Mar 2026
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Willis Johnson & Associates 613k $58M 1% Mar 2026
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CI Private Wealth 613k $58M 59% Mar 2026
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Oakmont Partners 604k $57M 10% Mar 2026
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State Treasurer State Of Michigan 600k $57M 0% Mar 2026
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AE Wealth Management 591k $56M 3% Mar 2026
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Clarity Financial 561k $53M 100% Mar 2026
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Kestra Investment Management 545k $52M -8% Mar 2026
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Dymon Asia Capital 524k $50M 0% Mar 2026
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Advisor Group Holdings 512k $49M 3% Mar 2026
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SkyView Investment Advisors 504k $48M -1% Mar 2026
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Foundations Investment Advisors 501k $48M 11% Mar 2026
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Korea Investment Corporation 500k $48M 0% Mar 2026
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Ohio National Investments 496k $47M 0% Mar 2026
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Strategic Wealth Partners 486k $46M 4% Mar 2026
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Bnp Paribas Investment Partners 478k $45M -49% Mar 2026
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Sumitomo Mitsui Financial 472k $45M 4% Mar 2026
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NorthRock Partners 466k $44M 2% Mar 2026
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Cambridge Investment Research Advisors 458k $43M 12% Mar 2026
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State of New Jersey Common Pension Fund D 450k $43M 0% Mar 2026
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Thrivent Financial for Lutherans 436k $41M -3% Mar 2026
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Bangor Savings Bank 422k $40M 7% Jun 2026
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D. J. St. Germain 418k $40M 6% Mar 2026
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Stockman Asset Management 398k $38M -28% Mar 2026
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Northside Capital Management 394k $37M 6% Jun 2026
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Baird Financial 391k $37M 16% Mar 2026
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Conning 388k $37M 0% Mar 2026
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Kingsview Wealth Management 384k $37M 73% Mar 2026
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Principal Securities 371k $35M 33% Mar 2026
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Wright Fund Managment 362k $34M -18% Jun 2026
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Franklin Resources 361k $34M 7% Mar 2026
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FMR 356k $34M 1% Mar 2026
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Federated Investors 355k $34M 48% Mar 2026
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Cabot Money Management 351k $33M 5% Mar 2026
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Parkside Investments 350k $33M 2% Mar 2026
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Nan Fung Trinity 349k $33M 0% Mar 2026
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Zurich Insurance Group Ltd/FI 338k $32M 0% Mar 2026
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JB Capital 333k $32M 5% Mar 2026
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Sanctuary Advisors 327k $31M 4% Mar 2026
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Bsc Private Wealth Management 325k $31M 4% Mar 2026
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Rockefeller Capital Management 323k $31M 2% Mar 2026
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Prestige Wealth Management Group 316k $30M 100% Mar 2026
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Brookstone Capital Management 316k $30M 2% Mar 2026
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Penserra Capital Management 312k $30M 18% Mar 2026
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Confluence Investment Management 304k $29M -9% Jun 2026
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Goldman Sachs Group 302k $29M -9% Mar 2026
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Capital Research and Management Company - Division 3 300k $29M 2% Mar 2026
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Mitsubishi UFJ Trust & Banking Corp 296k $28M -3% Mar 2026
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Modera Wealth Management 295k $28M 1% Mar 2026
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Independent Advisor Alliance 289k $28M 703% Mar 2026
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HPM Partners 289k $27M 60% Mar 2026
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Integrity Alliance 281k $27M 6% Mar 2026
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Meridian Wealth Partners 280k $27M 5% Mar 2026
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Ascent Group 277k $26M 7% Mar 2026
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Acorns Advisers 277k $26M 0% Mar 2026
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CIBC Bancorp USA 263k $25M 100% Mar 2026
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Talon Private Wealth 258k $24M 100% Mar 2026
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Carnegie Capital Asset Management 257k $24M 2% Mar 2026
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Kelman-Lazarov 250k $24M 2% Mar 2026
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Jacobson & Schmitt Advisors 249k $24M 9% Mar 2026
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Wealthcare Advisory Partners 242k $23M 3% Jun 2026
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HighTower Advisors 240k $23M 5% Mar 2026
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Horst & Graben Wealth Management 236k $23M 4% Mar 2026
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Courier Capital Corp 234k $22M 7% Mar 2026
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Estate Counselors 233k $22M 100% Mar 2026
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Private Advisor 231k $22M -3% Mar 2026
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Manhattan West Asset Management 230k $22M 17% Mar 2026
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Advocacy Wealth Management Services 229k $22M 5% Mar 2026
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Johnson Financial Group 228k $22M -2% Mar 2026
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Mariner Wealth Advisors 226k $21M 6% Mar 2026
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Leavell Investment Management 222k $21M 2% Mar 2026
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Financial Engines Advisors L.L.C 221k $21M 13% Mar 2026
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Arvest Investments 220k $21M -3% Mar 2026
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Banque Cantonale Vaudoise 216k $21M -14% Mar 2026
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Sharkey, Howes & Javer 215k $20M 5% Jun 2026
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Triad Wealth Partners 215k $20M 42% Mar 2026
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Jane Street 213k $20M 2294% Mar 2026
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Vestmark Advisory Solutions 211k $20M 148% Mar 2026
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Northern Trust 210k $20M 12% Mar 2026
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Huntington National Bank 208k $20M 13% Mar 2026
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Vise Technologies 208k $20M 0% Mar 2026
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Galvin, Gaustad & Stein 207k $20M -8% Mar 2026
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TCW Group 206k $20M 2% Mar 2026
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CastleArk Management 204k $19M 0% Mar 2026
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MAI Wealth Advisors 204k $19M 4% Mar 2026
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Stansberry Asset Management 196k $19M 28% Mar 2026
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Manning & Napier Advisors 195k $19M -13% Mar 2026
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Johns Hopkins University 193k $18M 0% Mar 2026
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Steel Peak Wealth Management 191k $18M 8% Mar 2026
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Kuntz Lesher Capital 190k $18M -7% Mar 2026
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The Allstate Corporation 178k $17M -42% Mar 2026
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Integrated Wealth Concepts 169k $16M -41% Mar 2026
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Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Renaissancere Holdings Dec 2025 3.9M $367M
CIBC Global Asset Management Dec 2025 650k $62M
Hilton Capital Management Dec 2025 577k $55M
Wealth Enhancement Advisory Services Dec 2025 213k $20M