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 | 76M | $7.0B | 2% | Dec 2024 |
|
| 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 |
|
| 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 |
|
| Capital Investment Advisors | 17k | $1.6M | -96% | Mar 2025 |
|
| Pallas Capital Advisors | 6.1k | $577k | -97% | Mar 2025 |
|
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 |