CMBS icon

iShares CMBS ETF
CMBS

Overview Fund Activity

48 hedge funds and large institutions have $157M invested in iShares CMBS ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$24.4M
2
ACM
2
Advisors Capital Management
New Jersey
$3.4M
3
AA
3
Advisory Alpha
Michigan
$4.02M
4
Jane Street
4
Jane Street
New York
$1.61M
5
DJSG
5
D.J. St. Germain
Massachusetts
$18.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
IFWM
2
Institute for Wealth Management
Colorado
$0
3
BlackRock
3
BlackRock
New York
$11.9M
4
HJA
4
Hugh Johnson Advisors
New York
$7.48M
5
CG
5
Colony Group
Massachusetts
$2.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$259K -$39.2K -784 -13%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$227K – – –
FGAM
28
Financial Gravity Asset Management
Texas
$189K +$23K +458 +14%
NEAM
29
New England Asset Management
Connecticut
$110K – – –
IA
30
IFP Advisors
Florida
$98K -$3.01K -60 -3%
MA
31
MUFG Americas
New York
$44K -$13.6K -273 -24%
CFA
32
Carroll Financial Associates
North Carolina
$25K – – –
EWM
33
Elmwood Wealth Management
California
$20K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$15K +$15K +292 New
AG
35
Advisor Group
Arizona
$11K -$2.11K -44 -16%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$7K – – –
BFC
37
Bedel Financial Consulting
Indiana
$6K +$6K +121 New
PO
38
Private Ocean
California
$2K – – –
SEI Investments
39
SEI Investments
Pennsylvania
$1K -$500 -12 -33%
LWA
40
Lenox Wealth Advisors
New York
$1K – – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +26 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$2.04M -40,403 Closed
IFWM
43
Institute for Wealth Management
Colorado
– -$1.23M -24,706 Closed
DWM
44
Destination Wealth Management
California
– -$1K -55 Closed
SWP
45
Stratos Wealth Partners
Ohio
– -$1K -21 Closed
TFA
46
Transamerica Financial Advisors
Florida
– -$1K -4 Closed
1
2