Who owns iShares Lehman MBS Bond Fund?
- Ticker: MBB
- CUSIP Number: 464288588
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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 | 100% | 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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| Barclays | 4.4M | $418M | -42% | Dec 2025 |
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| Ubs Global Asset Management Americas | 4.3M | $408M | 198% | Mar 2026 |
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| Renaissancere Holdings | 3.9M | $367M | 0% | Dec 2025 |
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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 | $313M | 3% | Dec 2025 |
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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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| CliftonLarsonAllen Wealth Advisors | 1.9M | $182M | 80% | Mar 2026 |
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| CWM | 1.9M | $182M | 0% | Dec 2025 |
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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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| 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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| Raymond James Financial | 1.4M | $135M | 6% | Dec 2025 |
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| Mml Investors Services | 1.4M | $134M | -19% | Mar 2026 |
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| Royal Bank of Canada | 1.4M | $134M | -21% | 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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| Bnp Paribas Investment Partners | 933k | $89M | -4% | Dec 2025 |
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| Fisher Investments | 883k | $84M | -16% | Mar 2026 |
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| Beacon Pointe Advisors | 851k | $81M | 1600% | Dec 2025 |
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| Evoke Wealth | 837k | $80M | 14% | Dec 2025 |
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| Alliancebernstein | 826k | $79M | 8% | 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 | 747k | $71M | 7% | Dec 2025 |
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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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| 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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| Rockland Trust | 605k | $57M | 2% | 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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| Hilton Capital Management | 577k | $55M | 1% | Dec 2025 |
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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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| SkyView Investment Advisors | 509k | $48M | 3% | Dec 2025 |
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| Us Bancorp | 501k | $48M | 9% | Dec 2025 |
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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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| Advisor Group Holdings | 497k | $47M | -5% | Dec 2025 |
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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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| 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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| Wright Fund Managment | 442k | $42M | 4% | Mar 2026 |
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| Thrivent Financial for Lutherans | 436k | $41M | -3% | Mar 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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| Bangor Savings Bank | 394k | $37M | 4% | 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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| Northside Capital Management | 372k | $35M | 27% | Mar 2026 |
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| Principal Securities | 371k | $35M | 33% | Mar 2026 |
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| Franklin Resources | 361k | $34M | 7% | Mar 2026 |
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| Federated Investors | 355k | $34M | 48% | Mar 2026 |
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| FMR | 352k | $34M | -1% | Dec 2025 |
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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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| Baird Financial | 337k | $32M | 7% | Dec 2025 |
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| JB Capital | 333k | $32M | 5% | Mar 2026 |
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| Confluence Investment Management | 333k | $32M | -3% | 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 | 17959% | 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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| 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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| Acorns Advisers | 277k | $26M | 4% | Dec 2025 |
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| Meridian Wealth Partners | 268k | $26M | 3% | Dec 2025 |
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| CIBC Bancorp USA | 263k | $25M | 3152% | Mar 2026 |
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| Ascent Group | 258k | $25M | 4% | Dec 2025 |
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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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| Atlantic Trust | 254k | $24M | 7% | Dec 2025 |
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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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| Global Retirement Partners | 242k | $23M | 23% | Dec 2025 |
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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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| Wealthcare Advisory Partners | 236k | $22M | 47% | Mar 2026 |
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| Courier Capital Corp | 234k | $22M | 7% | Mar 2026 |
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| Private Advisor | 231k | $22M | -3% | 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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| Galvin, Gaustad & Stein | 223k | $21M | -8% | Dec 2025 |
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| Leavell Investment Management | 222k | $21M | 2% | 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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| 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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| Vise Technologies | 208k | $20M | 0% | Mar 2026 |
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| CastleArk Management | 204k | $19M | 0% | Mar 2026 |
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| Sharkey, Howes & Javer | 204k | $19M | 4% | Mar 2026 |
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| MAI Wealth Advisors | 204k | $19M | 4% | Mar 2026 |
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| TCW Group | 203k | $19M | 2% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 196k | $19M | 23% | Dec 2025 |
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| Manhattan West Asset Management | 196k | $19M | 32% | Dec 2025 |
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| Manning & Napier Advisors | 195k | $19M | -13% | Mar 2026 |
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| Johns Hopkins University | 193k | $18M | 0% | Dec 2025 |
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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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| Northern Trust | 188k | $18M | -53% | Dec 2025 |
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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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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 13k | $1.2M | -99% | Mar 2026 |
|
Who sold out of iShares Lehman MBS Bond Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 52M | $4.9B |
| Goss Wealth Management | Dec 2025 | 766k | $73M |
| CIBC Global Asset Management | Dec 2025 | 650k | $62M |
| Wealth Enhancement Advisory Services | Dec 2025 | 213k | $20M |