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 62M $5.8B -15% Mar 2023
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Envestnet Asset Management 29M $2.8B 19% Mar 2023
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Jpmorgan Chase & Co 23M $2.2B 1% Mar 2023
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LPL Financial 16M $1.5B 155% Mar 2023
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Ameriprise Financial 11M $1.0B 5% Mar 2023
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Morgan Stanley 7.2M $665M 100% Dec 2022
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BlackRock 4.5M $431M 107% Mar 2023
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Charles Schwab Investment Advisory 4.5M $429M 0% Mar 2023
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CWM 3.3M $315M 54% Mar 2023
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Branch Banking & Trust Company 3.2M $302M -2% Mar 2023
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Tiaa 3.1M $293M 36% Mar 2023
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Richard Bernstein Advisors 2.8M $266M 5% Mar 2023
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Advisor Group Holdings 2.7M $252M 21% Mar 2023
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Stifel Financial 2.6M $243M 3% Dec 2022
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Hanson McClain Advisors 2.4M $231M 6% Mar 2023
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Royal Bank of Canada 2.3M $209M -26% Dec 2022
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State of Tennessee, Treasury Department 2.2M $201M 15% Dec 2022
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Wells Fargo & Company 2.0M $190M -7% Dec 2022
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United Capital Financial Advisers 2.0M $189M -7% Dec 2022
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Bank of New York Mellon 1.9M $179M 5% Mar 2023
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Pfs Investments 1.8M $175M 21% Mar 2023
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Park Avenue Securities 1.8M $167M 25% Mar 2023
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Janney Montgomery Scott 1.6M $154M 35% Mar 2023
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UBS Group 1.6M $150M 2% Mar 2023
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Bridgewater Associates 1.5M $138M 14% Dec 2022
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Raymond James & Associates 1.4M $135M 126% Mar 2023
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Ronald Blue Trust 1.4M $132M 13% Mar 2023
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Wright Fund Managment 1.3M $123M 100% Mar 2023
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Hancock Bank Trust Department 1.2M $116M 13% Mar 2023
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Mml Investors Services 1.2M $109M 18% Mar 2023
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Diam 1.0M $99M 19% Mar 2023
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Connectus Wealth 978k $93M 23% Mar 2023
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Cetera Investment Advisers 975k $92M 12% Mar 2023
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Principal Financial Group 962k $91M 18392% Mar 2023
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Resources Investment Advisors 911k $86M 160% Mar 2023
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FMR 878k $83M 301% Mar 2023
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Money Design 813k $77M 8% Mar 2023
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Haverford Trust Company 604k $57M 0% Mar 2023
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Commonwealth Equity Services 597k $57M 35% Mar 2023
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RiverFront Investment Group 593k $3.7M -5% Dec 2022
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Sensible Financial Planning & Management 593k $56M 0% Mar 2023
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Evoke Wealth 593k $56M -1% Mar 2023
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Horizon Investments 568k $54M -38% Mar 2023
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Fisher Investments 551k $52M -2% Mar 2023
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Alliancebernstein 525k $49M -4% Dec 2022
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Korea Investment Corporation 500k $47M 0% Mar 2023
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Assetmark 497k $47M -33% Mar 2023
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Streettalk Advisors 488k $46M -3% Mar 2023
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Wealthsource Partners 484k $46M 23% Mar 2023
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Mirae Asset Global Investments 468k $44M 9% Mar 2023
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Financial Network Investment Corporation 442k $41M 383% Dec 2022
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Rockland Trust 433k $41M 2% Mar 2023
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Capital Investment Advisors 423k $40M -2% Mar 2023
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CIBC Global Asset Management 408k $39M 70% Mar 2023
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D. J. St. Germain 404k $38k -17% Dec 2022
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Mitsubishi UFJ Trust & Banking Corp 402k $38M 15% Mar 2023
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JB Capital 390k $37M 23% Mar 2023
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Conning 388k $37M 0% Mar 2023
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Change Path 382k $35M 115% Dec 2022
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Park Avenue Institutional Advisers 359k $34M 565% Mar 2023
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AE Wealth Management 353k $33M 14% Mar 2023
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Hrt Financial 345k $32M -22% Dec 2022
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Zurich Insurance Group Ltd/FI 338k $32M 0% Mar 2023
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Sei Investments 334k $32M -1% Mar 2023
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Atria Wealth Solutions 332k $32M 29% Mar 2023
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Pnc Financial Services 331k $31M -12% Dec 2022
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Sumitomo Mitsui Financial 325k $31M 3% Mar 2023
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Raymond James Financial Services Advisors 317k $30M -3% Mar 2023
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Cresset Asset Management 308k $29M 2804% Dec 2022
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Wealthcare Advisory Partners 291k $28M 8% Mar 2023
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Franklin Resources 290k $27M 1% Mar 2023
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Us Bancorp 285k $27M 14% Mar 2023
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Willis Johnson & Associates 280k $27M 5% Mar 2023
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Municipal Employees' Retirement System of Michigan 276k $26M -49% Mar 2023
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Miracle Mile Advisors 272k $26M 1% Mar 2023
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Strategic Wealth Partners 270k $26M 27% Mar 2023
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Allspring Global Investments Holdings 261k $25M 1% Mar 2023
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Avalon Advisors 257k $24M 25% Mar 2023
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Horst & Graben Wealth Management 256k $24M 29% Mar 2023
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Cambridge Investment Research Advisors 254k $24M 50% Mar 2023
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Galvin, Gaustad & Stein 254k $24M 15% Mar 2023
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Keybank National Association 254k $24M -10% Mar 2023
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Betterment 246k $23M 85% Dec 2022
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Foundations Investment Advisors 243k $23M 111% Mar 2023
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Atria Investments 235k $22M 20% Mar 2023
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Multi-Financial Securities 233k $22M 2384% Dec 2022
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Kuntz Lesher Capital 228k $22M 4% Mar 2023
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State Treasurer State Of Michigan 226k $21M 0% Mar 2023
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CI Investments 219k $20M 0% Dec 2022
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Insight Wealth Strategies 216k $20M -4% Mar 2023
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Jane Street 212k $20M -54% Mar 2023
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Goss Wealth Management 212k $20M 20% Mar 2023
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Brookstone Capital Management 209k $20M 7% Mar 2023
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Steel Peak Wealth Management 203k $19M 41% Mar 2023
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BerganKDV Wealth Management 201k $19M 2% Mar 2023
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Lazard Asset Management 200k $19M 0% Mar 2023
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Tortoise Investment Management 197k $19M 21% Mar 2023
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Manning & Napier Group 192k $18M 6% Mar 2023
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Eagle Ridge Investment Management 191k $18M 1% Mar 2023
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Summit Wealth Group 190k $2.0k 100% Mar 2023
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Mather Group 186k $18M -5% Mar 2023
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Acorns Advisers 182k $17M 11% Mar 2023
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Integrated Wealth Concepts 182k $17M -19% Mar 2023
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H D Vest Advisory Services 180k $17M 22% Mar 2023
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National Mutual Funds Management 180k $17M 100% Mar 2023
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Prudential Financial 179k $17M 417% Dec 2022
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Rockefeller Capital Management 174k $17M 21% Mar 2023
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Northland Capital Management 174k $17M 6% Mar 2023
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Community Trust & Investment 172k $16M 100% Mar 2023
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Foster & Motley 164k $16M 3% Mar 2023
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Snider Financial Group 163k $15M -1% Mar 2023
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Sharkey, Howes & Javer 161k $15M 25% Mar 2023
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FDx Advisors 158k $15M 0% Mar 2023
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CFG Asset Management 157k $15M -3% Mar 2023
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Private Advisor 155k $15M 100% Mar 2023
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Stone House Investment Management 155k $15M 17% Mar 2023
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Pathstone Family Office 154k $15M 7% Mar 2023
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West Coast Financial 151k $14M 7% Mar 2023
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Centiva Capital 150k $14M 100% Mar 2023
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Comerica Securities 150k $14M 17% Mar 2023
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High Falls Advisors 149k $14M 522% Dec 2022
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Boyd Watterson Asset Management 148k $14M -5% Mar 2023
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Proequities 145k $13B 145% Dec 2022
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Austin Private Wealth 143k $14M 26% Mar 2023
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Icon Wealth Partners 141k $13M 100% Mar 2023
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Pallas Capital Advisors 141k $13M 100% Mar 2023
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Kestra Advisory Services 140k $13M -60% Mar 2023
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Meridian Wealth Partners 139k $13M 100% Mar 2023
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Ubs Global Asset Management Americas 137k $13M -72% Dec 2022
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We Are One Seven 136k $13M 5979% Mar 2023
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Bank Of Montreal 136k $14M 11% Dec 2022
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Perigon Wealth Management 136k $13M 181% Mar 2023
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Market Street Wealth Management Advisors 132k $13M 84% Mar 2023
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Global Retirement Partners 132k $13M 81% Mar 2023
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M^T Bank Corporation 131k $13M 0% Mar 2023
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Geneos Wealth Management 128k $12M 63% Mar 2023
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Motley Fool Wealth Management 127k $12M -1% Mar 2023
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Aj Wealth Strategies 127k $12M -17% Mar 2023
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HAP Trading 126k $64k 100% Mar 2023
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Tandem Wealth Advisors 126k $12M 100% Dec 2022
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Protective Life Corp 123k $11M 0% Dec 2022
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Cary Street Partner Investment Advisory 120k $11M -3% Mar 2023
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Lineweaver Wealth Advisors 117k $11M 259% Mar 2023
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Bank of the West 117k $11M 717% Dec 2022
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Citadel Advisors 115k $11M -20% Mar 2023
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BCJ Capital Management 114k $11M 32% Mar 2023
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Jacobson & Schmitt Advisors 113k $11M -41% Mar 2023
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Schroder Investment Management Group 112k $11M 100% Mar 2023
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McKinley Carter Wealth Services 112k $11M 37% Mar 2023
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Hilltop Holdings 111k $11M -8% Mar 2023
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Kingsview Wealth Management 107k $9.9M -24% Dec 2022
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Amerivest Investment Management 106k $10M -6% Mar 2023
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Captrust Financial Advisors 96k $9.1M -32% Mar 2023
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Bnp Paribas Arbitrage, Snc 90k $8.5M -68% Mar 2023
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Wealth Enhancement Advisory Services 84k $7.9M -73% Mar 2023
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Financial Advisory 82k $7.8M -36% Mar 2023
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Integrated Advisors Network 40k $3.8M -67% Mar 2023
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Jaffetilchin Investment Partners 40k $3.8M -69% Mar 2023
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Cutler Investment Counsel 24k $2.3M -85% Mar 2023
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Parallax Volatility Advisers 5.5k $513k -99% Dec 2022
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Tri-Star Advisors 4.9k $0 -97% Mar 2023
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Loomis, Sayles and 3.5k $333k -97% Mar 2023
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Who sold out of iShares Lehman MBS Bond Fund?

Fund or Company Name Date Sold Shares Held Valued At
Chiron Investment Management Dec 2022 387k $36M
Thrivent Financial for Lutherans Dec 2022 353k $33M
Barclays Dec 2022 300k $28M
RMB Capital Management Dec 2022 125k $12M
Natixis Asset Management Advisors Dec 2022 122k $11M