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 76M $7.0B 2% Dec 2024
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Jpmorgan Chase & Co 51M $4.8B -2% Mar 2025
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Envestnet Asset Management 27M $2.5B -7% Mar 2025
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LPL Financial 24M $2.3B 11% Mar 2025
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Fisher Investments 20M $1.8B 8% Dec 2024
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Ameriprise Financial 14M $1.3B -2% Mar 2025
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Morgan Stanley 8.5M $783M 100% Dec 2024
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Tiaa Trust, National Association 5.3M $500M -1% Mar 2025
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State of Tennessee, Treasury Department 4.8M $443M 46% Dec 2024
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Stifel Financial 3.9M $358M 10% Dec 2024
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Branch Banking & Trust Company 3.7M $343M -1% Mar 2025
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Bank of New York Mellon 3.2M $298M -10% Mar 2025
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Hanson McClain Advisors 3.1M $284M -11% Mar 2025
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Pnc Financial Services 2.9M $269M 4% Dec 2024
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Renaissancere Holdings 2.9M $268M 100% Mar 2025
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Wells Fargo & Company 2.5M $239M -1% Mar 2025
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UBS Group 2.4M $228M 38% Mar 2025
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Adviser Investments 2.4M $220M 2% Dec 2024
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BlackRock 2.3M $218M -5% Mar 2025
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Envestnet Portfolio Solutions 2.1M $195M -37% Mar 2025
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Sei Investments 2.1M $189M 8% Dec 2024
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CWM 2.0M $189M -15% Mar 2025
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Mml Investors Services 2.0M $179M 18% Dec 2024
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Midland Wealth Advisors 1.8M $171M 37% Mar 2025
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Royal Bank of Canada 1.7M $163M -2% Mar 2025
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Miracle Mile Advisors 1.7M $157M 7% Mar 2025
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Cetera Investment Advisers 1.6M $145M 5% Dec 2024
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Resources Investment Advisors 1.5M $145M -8% Mar 2025
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Dynasty Wealth Management 1.5M $143M -23% Mar 2025
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Quotient Wealth Partners 1.5M $137M -24% Mar 2025
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Bridgewater Associates 1.4M $136M 1% Mar 2025
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Raymond James Financial 1.4M $133M 13% Mar 2025
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Bessemer 1.4M $132M 68% Mar 2025
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Park Avenue Securities 1.3M $125M -18% Mar 2025
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Money Design 1.3M $125M 0% Mar 2025
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United Capital Financial Advisers 1.3M $124M -11% Mar 2025
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Ronald Blue Trust 1.3M $119M 1% Mar 2025
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Hancock Bank Trust Department 1.3M $118M -6% Mar 2025
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Janney Montgomery Scott 1.2M $117M -16% Mar 2025
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Sumitomo Mitsui Trust Holdings 1.1M $108M 1% Mar 2025
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Bank Of Montreal 1.1M $103M 8% Dec 2024
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Merit Financial Group 1.1M $101M 18% Mar 2025
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Diam 998k $94M 4% Mar 2025
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Bnp Paribas Investment Partners 976k $88M 87% Mar 2025
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CliftonLarsonAllen Wealth Advisors 942k $88M 2003% Mar 2025
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Assetmark 884k $81M 0% Dec 2024
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Kovitz Investment Group Partners 799k $73M -2% Dec 2024
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Mirae Asset Global Investments 755k $71M 51% Mar 2025
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Sensible Financial Planning & Management 690k $65M 3% Mar 2025
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Goss Wealth Management 686k $63M 25% Dec 2024
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Alliancebernstein 665k $62M -2% Mar 2025
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Evoke Wealth 662k $61M 3% Dec 2024
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Streettalk Advisors 659k $62M -2% Mar 2025
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Thrivent Financial for Lutherans 637k $60M -8% Mar 2025
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Commonwealth Equity Services 603k $55M 3% Dec 2024
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State Treasurer State Of Michigan 600k $56M 0% Mar 2025
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Rockland Trust 598k $56M 6% Mar 2025
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CIBC Global Asset Management 576k $54M 2% Mar 2025
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Allianz Asset Management 572k $54M 23% Mar 2025
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Congress Wealth Management LLC / DE / 559k $51M 839% Dec 2024
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State of New Jersey Common Pension Fund D 550k $52M 0% Mar 2025
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Ohio National Investments 548k $51M 0% Mar 2025
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Willis Johnson & Associates 531k $49M 5% Dec 2024
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Nottingham Advisors 522k $49M -17% Mar 2025
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Mill Creek Capital Advisors 517k $49M 2% Mar 2025
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Mitsubishi UFJ Trust & Banking Corp 516k $48M 23% Mar 2025
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Millennium Management 500k $47M 100% Mar 2025
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Korea Investment Corporation 500k $47M 0% Mar 2025
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Lutz Financial Services 482k $45M 6% Mar 2025
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Us Bancorp 476k $45M -10% Mar 2025
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Johns Hopkins University 466k $43M 100% Dec 2024
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Kestra Investment Management 444k $42M 64% Mar 2025
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Manufacturers Life Insurance Company 433k $41M 220% Mar 2025
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AE Wealth Management 425k $39M 29% Dec 2024
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CI Private Wealth 415k $39M 2% Mar 2025
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Sumitomo Mitsui Financial 411k $38M 7% Dec 2024
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FMR 398k $37M -6% Mar 2025
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Northern Trust 395k $37M -7% Mar 2025
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Strategic Wealth Partners 394k $36M 0% Dec 2024
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Foundations Investment Advisors 390k $37M 5% Mar 2025
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Conning 388k $36M 0% Mar 2025
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Goldman Sachs Group 379k $36M 13% Mar 2025
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Advisor Group Holdings 362k $34M -21% Mar 2025
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Manning & Napier Advisors 356k $33M 2% Mar 2025
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Checchi Capital Advisers 351k $33M 219% Mar 2025
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Hilton Capital Management 351k $32M -62% Dec 2024
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Sanctuary Advisors 347k $32M 4% Dec 2024
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Talon Private Wealth 341k $32M -6% Mar 2025
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Zurich Insurance Group Ltd/FI 338k $32M 0% Mar 2025
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Change Path 332k $31M 6% Dec 2024
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West Coast Financial 331k $31M 7% Mar 2025
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D. J. St. Germain 330k $31M 8% Mar 2025
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Bangor Savings Bank 327k $31M 3% Mar 2025
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ARGI Investment Services 322k $30M 100% Mar 2025
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Cambridge Investment Research Advisors 318k $30M -20% Mar 2025
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Northwestern Mutual Wealth Management Company 318k $29M 115% Dec 2024
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Cabot Money Management 311k $29M 11% Mar 2025
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Atria Wealth Solutions 311k $29M -10% Mar 2025
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Franklin Resources 311k $29M 3% Mar 2025
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Proequities 304k $28B 15% Dec 2024
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Stockman Asset Management 298k $28M 100% Mar 2025
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Bsc Private Wealth Management 297k $28M 3% Mar 2025
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Brookstone Capital Management 291k $27M -28% Mar 2025
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Confluence Investment Management 291k $27M -1% Mar 2025
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Acorns Advisers 289k $27M 7% Dec 2024
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Kingsview Wealth Management 287k $27M 11% Mar 2025
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Modera Wealth Management 286k $27M 4% Mar 2025
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Banque Cantonale Vaudoise 284k $27M 42% Mar 2025
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JB Capital 271k $25M -27% Mar 2025
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Rockefeller Capital Management 266k $24M -6% Dec 2024
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Integrity Alliance 263k $24M 100% Dec 2024
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Baird Financial 253k $23M 162% Dec 2024
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Advocacy Wealth Management Services 245k $23M 9% Dec 2024
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Arvest Investments 244k $23M 2% Mar 2025
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Galvin, Gaustad & Stein 238k $22M 0% Mar 2025
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Carnegie Capital Asset Management 231k $22M 100% Mar 2025
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Meridian Wealth Partners 230k $21M 3% Dec 2024
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Integrated Wealth Concepts 227k $21M 11% Dec 2024
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Private Advisor 226k $21M 5% Mar 2025
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Federated Investors 225k $21M 15% Mar 2025
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Northside Capital Management 222k $21M 3% Mar 2025
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Ascent Group 222k $21M 137% Mar 2025
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Horst & Graben Wealth Management 220k $21M -7% Mar 2025
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Sage Advisory Services 220k $20M -26% Dec 2024
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HighTower Advisors 218k $20M -4% Dec 2024
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Oakmont Partners 217k $20M 8% Mar 2025
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Eagle Ridge Investment Management 212k $19M -3% Dec 2024
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Kuntz Lesher Capital 209k $20M -1% Mar 2025
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Mariner Wealth Advisors 205k $19M 6% Mar 2025
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CastleArk Management 197k $19M 0% Mar 2025
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Allspring Global Investments Holdings 195k $18M -18% Mar 2025
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Marshall Wace 189k $17M 19% Dec 2024
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Wealth Enhancement Advisory Services 188k $18M -9% Mar 2025
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Johnson Financial Group 187k $18M 2% Mar 2025
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H D Vest Advisory Services 187k $17M 5% Dec 2024
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Keybank National Association 184k $17M -9% Mar 2025
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Leavell Investment Management 182k $17M 11% Mar 2025
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Farther Finance Advisors 181k $17M 14% Mar 2025
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MAI Wealth Advisors 179k $17M 10% Mar 2025
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CFS Investment Advisory Services 177k $17M -7% Mar 2025
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Kestra Advisory Services 177k $16M 18% Dec 2024
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Atria Investments 175k $16M -7% Dec 2024
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High Falls Advisors 174k $16M 3% Dec 2024
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Sharkey, Howes & Javer 172k $16M -12% Mar 2025
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CFG Asset Management 172k $16M 0% Mar 2025
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Lifeworks Advisors 163k $15M 11% Mar 2025
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Courier Capital Corp 162k $15M 196% Mar 2025
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Steel Peak Wealth Management 161k $15M -9% Mar 2025
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Kelman-Lazarov 159k $15M 12% Dec 2024
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Austin Private Wealth 159k $15M -9% Mar 2025
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Atlantic Trust 159k $15M -2% Dec 2024
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TCW Group 159k $15M 1% Mar 2025
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Huntington National Bank 158k $15M 2% Mar 2025
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Global Retirement Partners 156k $14M 12% Dec 2024
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Creative Planning 155k $15M -5% Mar 2025
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FDx Advisors 154k $15M -7% Mar 2025
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Resona Asset Management 149k $14M -47% Mar 2025
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Orion Portfolio Solutions 118k $11M -34% Dec 2024
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Perigon Wealth Management 113k $11M -36% Mar 2025
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Susquehanna International 104k $9.5M -35% Dec 2024
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Westover Capital Advisors 85k $7.7M -56% Dec 2024
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Park Avenue Institutional Advisers 83k $7.6M -60% Dec 2024
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Citadel Advisors 81k $7.6M -78% Mar 2025
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Prudential Financial 57k $5.2M -79% Dec 2024
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Essential Planning 55k $5.1M -98% Mar 2025
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Insight Wealth Strategies 43k $4.0M -86% Mar 2025
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Jane Street 42k $3.9M -93% Dec 2024
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Mitsubishi UFJ Asset Management 27k $2.5M -89% Mar 2025
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Capital Investment Advisors 17k $1.6M -96% Mar 2025
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Pallas Capital Advisors 6.1k $577k -97% Mar 2025
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Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Ubs Global Asset Management Americas Sep 2024 805k $77M
Bank Of Hawaii Sep 2024 532k $51M
Penserra Capital Management Dec 2024 184k $17M